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Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW

Axis · Sectoral
Very High
₹24.61
Current NAV
23 Oct 2026
16.4%
1Y Return
23.7%
3Y CAGR
13.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.70).
  • Very large asset base (AUM: ₹18,750 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.70
Sharpe Ratio
1.30
Beta
4.70
Alpha
1.87
Sortino
Fund Details
Fund House Axis
Category Sectoral
AUM ₹18750 Cr
Expense Ratio 1.70%
Min SIP ₹500
Min Lumpsum ₹1000
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