Should I invest in Axis Global Equity Alpha Fund of Fund?

We don't give personal investment advice. Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 15.61%.

Axis

Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option

Latest NAV

₹25.7192

As of

2 Jun 2026

1,347 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.25%	+0.76%	-0.51	37 / 54	Q3
1W	+0.38%	+1.08%	-0.70	35 / 54	Q3
2W	+0.50%	+3.45%	-2.95	43 / 54	Q4
1M	+2.07%	+4.86%	-2.79	39 / 54	Q3
3M	+8.94%	+13.53%	-4.60	33 / 53	Q3
6M	+11.27%	+20.98%	-9.72	42 / 53	Q4
YTD	+10.15%	+19.36%	-9.21	39 / 53	Q3
1Y	+31.38%	+47.49%	-16.11	39 / 53	Q3
2Y	+24.47%	+28.79%	-4.32	33 / 53	Q3
3Y	+23.73%	+25.27%	-1.54	30 / 48	Q3
4Y	+19.62%	+20.39%	-0.77	29 / 44	Q3
5Y	+15.61%	+13.36%	+2.26	9 / 32	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+18.09%	+14.71%	+3.39	16 / 53	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+10.15%	+19.97%	-9.82	39 / 51
2025	+26.63%	+31.15%	-4.52	24 / 51
2024	+22.70%	+14.98%	+7.71	16 / 50
2023	+21.26%	+24.15%	-2.90	24 / 45
2022	-7.56%	-13.20%	+5.65	12 / 36
2021	+23.88%	+10.92%	+12.96	6 / 26
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.55%

58 windows

min -15.0% · max 37.2%

83% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.53%

33 windows

min 8.7% · max 24.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+16.02%

9 windows

min 13.5% · max 17.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.39%

3-year · annualised

Sharpe ratio

1.27

vs risk-free 6.5%

Sortino ratio

2.39

Downside-only deviation

Max drawdown

-18.89%

Feb 2025 → Apr 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
HDFC Developed World Overseas Equity Passive FOF - Direct Plan - Growth Option	HDFC	₹21.6210	2 Jun 2026
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - Growth	ICICI Prudential	₹34.3100	2 Jun 2026
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Direct Plan - Growth	Invesco	₹27.3230	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - GROWTH	Bandhan	₹13.2706	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct plan - Growth Option	Aditya Birla Sun Life	₹37.2536	2 Jun 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Plan Growth	Motilal Oswal	₹18.4536	2 Jun 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Direct Plan - Growth	Mirae Asset	₹20.0150	2 Jun 2026
Kotak Global Emerging Market overseas Equity Omni FOF - Growth - Direct	Kotak	₹46.1010	2 Jun 2026
Edelweiss ASEAN Equity Off-shore Fund - Direct Plan - Growth Option	Edelweiss	₹40.7810	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth	DSP	₹32.8984	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹25.7192
1 Jun 2026	₹25.6542
31 May 2026	₹25.5856
29 May 2026	₹25.5863
27 May 2026	₹25.7152
26 May 2026	₹25.6218
22 May 2026	₹25.7058
21 May 2026	₹25.5036
20 May 2026	₹25.5927
19 May 2026	₹25.5901

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is ₹25.7192. It's a Fund of Funds - Overseas from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option has NAV history starting from 30 Sep 2020, a track record of about 5 years 8 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option has delivered a absolute return of 31.38% — -16.11 pp behind the Fund of Funds - Overseas category average of 47.49%. The fund ranks #39 of 53 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option has delivered a CAGR of 23.73% — -1.54 pp behind the Fund of Funds - Overseas category average of 25.27%. The fund ranks #30 of 48 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option has delivered a CAGR of 15.61% — +2.26 pp ahead of the Fund of Funds - Overseas category average of 13.36%. The fund ranks #9 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹206,552 today — a multiplier of 2.07×, based on the 5-year CAGR of 15.61%. The category average over the same window would have grown ₹1 lakh to ₹187,176.

A ₹10,000 monthly SIP in Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹1,008,968 today. That's an XIRR (money-weighted annualised return) of 20.90%.

Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹1,008,968 — XIRR 20.90%.

On a 5-year basis, Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option ranks #9 out of 32 funds in the Fund of Funds - Overseas category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.36%; this fund delivered 15.61%.

The worst peak-to-trough decline Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 19.86% — its NAV fell from a high on 16 Dec 2021 to a low on 13 Oct 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option averaged 16.02% (best 17.52%, worst 13.53%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.64 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option returned 26.63% — lagging the Fund of Funds - Overseas category average of 31.15% by 4.52 pp. It ranked #24 of 51 in its category that year.

Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.9%. 5-year CAGR: 15.61%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.