December 11, 2023
mayank
Axis Greater China Equity FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
Current NAV:
NAV Growth: Rs 6.6100
NAV IDCW: Rs 6.6100
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 predominatingly investing in units of Schroder International Selection Fund Greater China, a fund that aims to provide capital growth by investing in equity and equity related securities of People’s Republic of China, Hong Kong SAR and Taiwan companies. The Scheme may also invest a part of its 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 Greater China Equity FoF
| Fund House | Axis Mutual Fund |
| Launch Date | 11-Feb-21 |
| Return Since Launch | -13.65% |
| Benchmark | MSCI Golden Dragon |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 109 Cr |
| (As on 30-Nov-2023) | |
| Expense | 0.49% |
| (As on 31-Oct-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Axis Greater China Equity FoF Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Grtr China Eqt FoF Dir | -9.82 | 0.00 | -4.48 | -5.30 | -6.64 | -10.92 | — | — | — | — |
| S&P BSE 500 TRI | 21.82 | -0.01 | 8.40 | 6.96 | 17.79 | 18.28 | — | — | — | — |
Peer Comparison of Axis Greater China Equity 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 Grtr China Eqt FoF Dir | Unrated | -10.92 | — | — | 0.49 | 109 | -13.65 | 1.00 (365) | 2Y 10M | — |
| 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 Greater China Equity FoF?
Chanakya’s Mutual Fund Guidance For Axis Greater China Equity 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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