December 11, 2023
mayank
Axis Global Equity Alpha FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
Current NAV:
NAV Growth: Rs 14.5456
NAV IDCW: Rs 14.5449
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long term capital appreciation by predominantly investing in Schroder International Selection Fund Global Equity Alpha, a fund that aims to provide capital growth by investing in equity and equity related securities of companies worldwide. The Scheme may also invest a part of corpus in debt, money market instruments and / or units of liquid schemes in order to meet liquidity requirements from time to time.
Fund Manager:
1) Vinayak Jayanath
Education: Nil
Experience: Nil
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Axis Global Equity Alpha FoF
| Fund House | Axis Mutual Fund |
| Launch Date | 24-Sep-20 |
| Return Since Launch | 12.40% |
| Benchmark | MSCI World Net Return |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 916 Cr |
| (As on 30-Nov-2023) | |
| Expense | 0.50% |
| (As on 31-Oct-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Axis Global Equity Alpha FoF Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Global Eqt Alpha FoF Dir | 16.48 | 0.54 | 3.53 | 2.70 | 6.52 | 15.06 | 10.47 | — | — | — |
| S&P BSE 500 TRI | 21.82 | -0.01 | 8.40 | 6.96 | 17.79 | 18.28 | 20.42 | — | — | — |
Peer Comparison of Axis Global Equity Alpha FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Global Eqt Alpha FoF Dir | Unrated | 15.06 | 10.47 | — | 0.50 | 916 | 12.40 | 1.00 (365) | 3Y 2M | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 38.11 | 12.12 | 22.04 | 0.18 | 4,235 | 22.51 | 1.00 (15) | 5Y | — |
| Franklin Ind Feeder Franklin US Opp Dir | Unrated | 29.24 | 4.86 | 16.15 | 0.52 | 3,214 | 16.51 | 1.00 (365) | 10Y 11M | 2.44 |
| ICICI Pru US Bluechip Eqt Dir | Unrated | 22.19 | 12.81 | 17.18 | 1.12 | 2,807 | 16.64 | 1.00 (30) | 10Y 11M | 91.00 |
| Motilal Oswal S&P 500 Index Dir | Unrated | 19.33 | 12.68 | — | 0.55 | 2,654 | 16.98 | 1.00 (7) | 3Y 7M | 10.00 |
How to Invest in Axis Global Equity Alpha FoF?
Chanakya’s Mutual Fund Guidance For Axis Global Equity Alpha FoF
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.axismf.com/mutual-funds
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Quicklinks
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