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 - IDCW 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 - IDCW

Latest NAV

₹24.3105

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%	+0.86%	-0.60	22 / 29	Q4
1W	+0.36%	+0.67%	-0.31	15 / 29	Q3
2W	+0.47%	+2.78%	-2.31	23 / 29	Q4
1M	+2.00%	+3.80%	-1.81	19 / 29	Q3
3M	+8.70%	+10.03%	-1.32	16 / 28	Q3
6M	+10.82%	+16.61%	-5.80	18 / 28	Q3
YTD	+9.77%	+15.28%	-5.51	17 / 28	Q3
1Y	+30.37%	+42.46%	-12.10	19 / 28	Q3
2Y	+23.52%	+27.28%	-3.76	17 / 27	Q3
3Y	+22.75%	+24.23%	-1.48	14 / 23	Q3
4Y	+18.57%	+19.49%	-0.91	12 / 21	Q3
5Y	+14.52%	+13.30%	+1.22	6 / 15	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.93%	+10.34%	+6.59	5 / 29	Q1

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%	+15.70%	-5.93	17 / 27
2025	+25.70%	+35.03%	-9.33	13 / 27
2024	+21.88%	+11.88%	+10.00	8 / 26
2023	+19.95%	+19.76%	+0.19	12 / 23
2022	-8.64%	-13.20%	+4.56	6 / 20
2021	+22.34%	+11.88%	+10.46	4 / 12
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 Global Consumer Trends Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹14.4629	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF- REGULAR PLAN- IDCW	Bandhan	₹13.2455	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular - IDCW	Aditya Birla Sun Life	₹35.4283	2 Jun 2026
Kotak Global Innovation Overseas Equity Omni FOF - Regular Plan -IDCW Option	Kotak	₹14.9742	2 Jun 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹21.6135	2 Jun 2026
DSP Global Innovation Overseas Equity Omni FoF - Regular - IDCW	DSP	₹22.2995	2 Jun 2026
Axis Global Innovation Fund of Fund - Regular Plan - IDCW	Axis	₹19.4800	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹24.3105
1 Jun 2026	₹24.2496
31 May 2026	₹24.1854
29 May 2026	₹24.1872
27 May 2026	₹24.3103
26 May 2026	₹24.2225
22 May 2026	₹24.3043
21 May 2026	₹24.1137
20 May 2026	₹24.1985
19 May 2026	₹24.1967

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 - IDCW is ₹24.3105. It's a Fund of Funds - Overseas from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of 30.37% — -12.1 pp behind the Fund of Funds - Overseas category average of 42.46%. The fund ranks #19 of 28 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW has delivered a CAGR of 22.75% — -1.48 pp behind the Fund of Funds - Overseas category average of 24.23%. The fund ranks #14 of 23 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW has delivered a CAGR of 14.52% — +1.22 pp ahead of the Fund of Funds - Overseas category average of 13.30%. The fund ranks #6 of 15 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹196,964 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 ₹186,727.

A ₹10,000 monthly SIP in Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹985,135 today. That's an XIRR (money-weighted annualised return) of 19.91%.

Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹985,135 — XIRR 19.91%.

On a 5-year basis, Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW ranks #6 out of 15 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 13.30%; this fund delivered 14.52%.

The worst peak-to-trough decline Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW 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 - IDCW 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 - IDCW returned 25.70% — lagging the Fund of Funds - Overseas category average of 35.03% by 9.33 pp. It ranked #13 of 27 in its category that year.

Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW 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 - IDCW 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.