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 - Regular 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: 20.6%. 5-year CAGR: 14.52%.

Axis

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

Latest NAV

₹24.3103

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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%	+0.77%	-0.52	28 / 38	Q3
1W	+0.36%	+0.98%	-0.61	22 / 38	Q3
2W	+0.47%	+3.41%	-2.94	31 / 38	Q4
1M	+2.00%	+5.22%	-3.22	27 / 38	Q3
3M	+8.70%	+14.90%	-6.20	22 / 37	Q3
6M	+10.82%	+20.12%	-9.30	28 / 37	Q4
YTD	+9.77%	+18.85%	-9.08	28 / 37	Q4
1Y	+30.37%	+45.21%	-14.84	26 / 37	Q3
2Y	+23.52%	+27.42%	-3.90	24 / 37	Q3
3Y	+22.75%	+24.95%	-2.19	22 / 32	Q3
4Y	+18.57%	+19.94%	-1.36	18 / 28	Q3
5Y	+14.52%	+13.09%	+1.43	7 / 18	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.93%	+15.06%	+1.88	14 / 38	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	+9.77%	+18.85%	-9.08	28 / 37
2025	+25.69%	+26.49%	-0.79	18 / 37
2024	+21.88%	+15.54%	+6.34	14 / 36
2023	+19.95%	+25.25%	-5.31	19 / 31
2022	-8.64%	-13.88%	+5.24	9 / 23
2021	+22.34%	+12.49%	+9.85	4 / 14
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

+15.43%

58 windows

min -16.0% · max 36.2%

81% positive

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

3-Year rolling

+14.42%

33 windows

min 7.5% · max 23.8%

100% positive

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

5-Year rolling

+14.89%

9 windows

min 12.4% · max 16.3%

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

12.38%

3-year · annualised

Sharpe ratio

1.21

vs risk-free 6.5%

Sortino ratio

2.23

Downside-only deviation

Max drawdown

-18.97%

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
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund - Regular Plan - Growth	Invesco	₹27.0567	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - REGULAR PLAN - GROWTH	Bandhan	₹13.2455	2 Jun 2026
Aditya Birla SUn Life Global Emerging Opportunities Fund - Regular Plan - Growth Option	Aditya Birla Sun Life	₹35.4219	2 Jun 2026
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth	Motilal Oswal	₹18.2018	2 Jun 2026
Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF - Regular Plan - Growth	Mirae Asset	₹19.7140	2 Jun 2026
Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan-Growth	Kotak	₹14.9737	2 Jun 2026
Edelweiss ASEAN Equity Off-shore Fund - Regular Plan - Growth Option	Edelweiss	₹36.3020	2 Jun 2026
DSP Global Innovation Overseas Equity Omni FoF - Regular - Growth	DSP	₹22.2995	2 Jun 2026
PGIM India Global Select Real Estate Securities Fund of Fund - Regular Plan - Growth Option	PGIM India	₹13.0200	2 Jun 2026
Axis Global Innovation Fund of Fund - Regular Plan - Growth	Axis	₹19.4700	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹24.3103
1 Jun 2026	₹24.2494
31 May 2026	₹24.1852
29 May 2026	₹24.1870
27 May 2026	₹24.3101
26 May 2026	₹24.2223
22 May 2026	₹24.3041
21 May 2026	₹24.1135
20 May 2026	₹24.1983
19 May 2026	₹24.1965

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 - Regular Plan - Growth Option is ₹24.3103. It's a Fund of Funds - Overseas from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Global Equity Alpha Fund of Fund - Regular 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of 30.37% — -14.84 pp behind the Fund of Funds - Overseas category average of 45.21%. The fund ranks #26 of 37 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option has delivered a CAGR of 22.75% — -2.19 pp behind the Fund of Funds - Overseas category average of 24.95%. The fund ranks #22 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option has delivered a CAGR of 14.52% — +1.43 pp ahead of the Fund of Funds - Overseas category average of 13.09%. The fund ranks #7 of 18 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹196,963 today — a multiplier of 1.97×, based on the 5-year CAGR of 14.52%. The category average over the same window would have grown ₹1 lakh to ₹184,992.

A ₹10,000 monthly SIP in Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹985,129 today. That's an XIRR (money-weighted annualised return) of 19.91%.

Axis Global Equity Alpha Fund of Fund - Regular 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 ₹985,129 — XIRR 19.91%.

On a 5-year basis, Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option ranks #7 out of 18 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 13.09%; this fund delivered 14.52%.

The worst peak-to-trough decline Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 20.64% — 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 - Regular Plan - Growth Option averaged 14.89% (best 16.34%, worst 12.44%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option returned 25.69% — lagging the Fund of Funds - Overseas category average of 26.49% by 0.79 pp. It ranked #18 of 37 in its category that year.

Axis Global Equity Alpha Fund of Fund - Regular 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 - Regular 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: 20.6%. 5-year CAGR: 14.52%.

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