Should I invest in Axis Greater China Equity Fund of Fund?

We don't give personal investment advice. Axis Greater China Equity Fund of Fund - Direct 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: 41.6%. 5-year CAGR: 6.71%.

Axis

Axis Greater China Equity Fund of Fund - Direct Plan - IDCW

Latest NAV

₹13.0500

As of

2 Jun 2026

1,238 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	+1.32%	+0.76%	+0.56	8 / 40	Q1
1W	+0.69%	+0.97%	-0.27	19 / 40	Q2
2W	+4.57%	+2.87%	+1.70	15 / 40	Q2
1M	+4.07%	+4.03%	+0.03	20 / 40	Q2
3M	+14.67%	+10.40%	+4.28	14 / 39	Q2
6M	+24.64%	+15.94%	+8.70	9 / 39	Q1
YTD	+24.05%	+15.04%	+9.01	8 / 39	Q1
1Y	+63.13%	+37.63%	+25.50	7 / 39	Q1
2Y	+35.00%	+23.33%	+11.68	9 / 38	Q1
3Y	+22.61%	+21.35%	+1.26	20 / 34	Q3
4Y	+15.43%	+17.50%	-2.07	21 / 32	Q3
5Y	+6.71%	+11.38%	-4.66	21 / 25	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.14%	+11.10%	-5.96	34 / 39	Q4

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	+24.05%	+16.53%	+7.52	8 / 34
2025	+38.97%	+30.95%	+8.02	7 / 34
2024	+13.66%	+11.95%	+1.71	16 / 33
2023	-7.51%	+19.92%	-27.43	32 / 32
2022	-13.37%	-14.30%	+0.93	13 / 28
2021	—	—	—	—

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

+6.21%

53 windows

min -32.2% · max 63.1%

51% positive

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

3-Year rolling

+2.82%

29 windows

min -13.9% · max 22.6%

52% positive

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

5-Year rolling

+4.85%

4 windows

min 3.1% · max 6.7%

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

21.47%

3-year · annualised

Sharpe ratio

0.76

vs risk-free 6.5%

Sortino ratio

1.65

Downside-only deviation

Max drawdown

-22.47%

Oct 2024 → Apr 2025

% positive months

58.3%

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
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹34.3100	2 Jun 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹15.2620	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.2706	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW	Aditya Birla Sun Life	₹32.9488	2 Jun 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹46.2960	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹22.9501	2 Jun 2026
HSBC Brazil Fund - IDCW Direct Plan	HSBC	₹11.3345	2 Jun 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.7113	2 Jun 2026
Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW	Sundaram	₹40.5967	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹13.0500
1 Jun 2026	₹12.8800
31 May 2026	₹12.8900
29 May 2026	₹12.8900
27 May 2026	₹13.1300
26 May 2026	₹12.9600
22 May 2026	₹12.6200
21 May 2026	₹12.5200
20 May 2026	₹12.6300
19 May 2026	₹12.4800

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 Greater China Equity Fund of Fund - Direct Plan - IDCW is ₹13.0500. It's a Fund of Funds - Overseas from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Greater China Equity Fund of Fund - Direct Plan - IDCW has NAV history starting from 16 Feb 2021, a track record of about 5 years 3 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 Greater China Equity Fund of Fund - Direct 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 Greater China Equity Fund of Fund - Direct Plan - IDCW has delivered a absolute return of 63.13% — +25.5 pp ahead of the Fund of Funds - Overseas category average of 37.63%. The fund ranks #7 of 39 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Greater China Equity Fund of Fund - Direct Plan - IDCW has delivered a CAGR of 22.61% — +1.26 pp ahead of the Fund of Funds - Overseas category average of 21.35%. The fund ranks #20 of 34 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Greater China Equity Fund of Fund - Direct Plan - IDCW has delivered a CAGR of 6.71% — -4.66 pp behind the Fund of Funds - Overseas category average of 11.38%. The fund ranks #21 of 25 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Greater China Equity Fund of Fund - Direct Plan - IDCW exactly 5 years ago would be worth approximately ₹138,388 today — a multiplier of 1.38×, based on the 5-year CAGR of 6.71%. The category average over the same window would have grown ₹1 lakh to ₹171,373.

A ₹10,000 monthly SIP in Axis Greater China Equity Fund of Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹993,165 today. That's an XIRR (money-weighted annualised return) of 20.25%.

Axis Greater China Equity Fund of Fund - Direct 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 ₹993,165 — XIRR 20.25%.

On a 5-year basis, Axis Greater China Equity Fund of Fund - Direct Plan - IDCW ranks #21 out of 25 funds in the Fund of Funds - Overseas category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.38%; this fund delivered 6.71%.

The worst peak-to-trough decline Axis Greater China Equity Fund of Fund - Direct Plan - IDCW has experienced over the last 5-year window is 41.61% — its NAV fell from a high on 28 Jun 2021 to a low on 31 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 Greater China Equity Fund of Fund - Direct Plan - IDCW averaged 4.85% (best 6.71%, worst 3.12%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.09 — weak risk-adjusted performance.

In calendar year 2025, Axis Greater China Equity Fund of Fund - Direct Plan - IDCW returned 38.97% — beating the Fund of Funds - Overseas category average of 30.95% by 8.02 pp. It ranked #7 of 34 in its category that year.

Axis Greater China Equity Fund of Fund - Direct 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 Greater China Equity Fund of Fund - Direct 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: 41.6%. 5-year CAGR: 6.71%.

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