April 2, 2026
RA Jainee
Axis Greater China Equity FoF
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.94 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 10.93 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | MSCI Golden Dragon |
| AUM Rs. | 2,911 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.53% |
| 1 Year Return (%) | 40.82 |
| 3 Year Return (%) | 12.37 |
| 5 Year Return (%) | 3.99 |
| 10 Year Return (%) | — |
| Return Since Launch | 1.77% |
⚖️ Sahifund Review – Axis Greater China Equity FoF ✔
✓ PLUS: Axis Greater China Equity FoF provides investors with unique international diversification by giving exposure to China, Hong Kong and Taiwan markets—regions not easily accessible through domestic funds. Backed by Axis Mutual Fund, the fund stands out for its low expense ratio of 0.53%, which is attractive for an overseas FoF. The fund has delivered a strong 1-year return of 40.82%, showing its ability to capture sharp global recovery phases, making it suitable for tactical SIP allocation and diversification beyond India.
⚖️ MINUS: Despite the recent rally, the long-term track record remains weak, with just 3.99% 5-year returns and modest since-launch performance, indicating inconsistent performance across cycles. The fund is heavily dependent on China-centric geopolitical, regulatory and economic risks, which can create sharp and unpredictable volatility. Being a FoF structure, it may also face layering costs and limited alpha compared to direct international funds. Investors should also note that country-specific concentration risk is very high, unlike diversified global funds.
Sahifund View:
High-risk, high-reward diversification play—best suited as a small tactical allocation, not a core portfolio holding.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
International funds are suitable for investors:
1. Seeking exposure in shares of foreign companies for diversification
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly
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) ) Krishnaa Narayan
Education: She is a Chartered Accountant
Experience: Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
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 | 10-Feb-21 |
| Return Since Launch | 1.77% |
| Benchmark | MSCI Golden Dragon |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs) | 2,911 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.53% |
| (As on 28-Feb-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Axis Greater China Equity FoF Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Greater China Equity FoF Dir | 4.84 | 0.91 | -3.58 | 4.84 | 3.66 | 40.82 | 12.37 | 3.99 | — | — |
| BSE 500 TRI | -13.94 | -2.28 | -11.37 | -13.94 | -9.62 | -3.11 | 12.89 | 11.75 | — | — |
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 Greater China Equity FoF Dir | Unrated | 40.82 | 12.37 | 3.99 | 0.53 | 2,911 | 1.95 | 1.00 (365) | 5Y 1M | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 27.22 | 29.86 | 19.47 | 0.22 | 5,882 | 24.14 | 1.00 (15) | 7Y 4M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 15.78 | 19.16 | 9.88 | 0.60 | 4,462 | 16.29 | 1.00 (365) | 13Y 2M | 2.44 |
| Kotak US Specific Equity Passive FoF Dir | Unrated | 34.71 | 26.91 | 17.98 | 0.24 | 3,707 | 16.84 | — | 5Y 1M | 1.12 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 28.68 | 25.57 | 11.72 | 0.73 | 3,350 | 20.27 | 1.00 (90) | 6Y | — |
Apply Online: https://www.axismf.com/Online/Login OR https://www.axismf.com/mutual-funds
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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