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 - 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: 41.5%. 5-year CAGR: 3.53%.

Axis

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

Latest NAV

₹11.1800

As of

17 Jul 2026

1,268 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	-3.45%	-1.09%	-2.36	28 / 29	Q4
1W	-2.87%	-1.00%	-1.86	23 / 29	Q4
2W	-4.03%	-1.49%	-2.54	24 / 29	Q4
1M	-4.12%	-1.97%	-2.14	23 / 29	Q4
3M	-0.36%	+2.66%	-3.02	25 / 29	Q4
6M	+4.78%	+6.88%	-2.10	20 / 28	Q3
YTD	+12.02%	+10.58%	+1.44	14 / 28	Q2
1Y	+34.70%	+29.34%	+5.36	11 / 28	Q2
2Y	+27.11%	+21.44%	+5.67	4 / 27	Q1
3Y	+16.56%	+20.08%	-3.52	17 / 23	Q3
4Y	+10.28%	+20.19%	-9.92	19 / 21	Q4
5Y	+3.53%	+12.06%	-8.53	16 / 17	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+2.08%	+9.64%	-7.56	27 / 29	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	+12.02%	+10.83%	+1.19	14 / 27
2025	+37.66%	+35.03%	+2.63	6 / 27
2024	+12.58%	+11.88%	+0.70	14 / 26
2023	-8.52%	+19.76%	-28.28	23 / 23
2022	-14.35%	-13.20%	-1.16	13 / 20
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

+6.77%

54 windows

min -28.7% · max 59.4%

54% positive

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

3-Year rolling

+2.84%

30 windows

min -12.8% · max 20.0%

60% positive

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

5-Year rolling

+3.53%

6 windows

min 1.8% · max 5.6%

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

20.80%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.97

Downside-only deviation

Max drawdown

-22.93%

Oct 2024 → Apr 2025

% positive months

52.8%

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	₹12.3282	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF- REGULAR PLAN- IDCW	Bandhan	₹13.4604	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Regular IDCW	Aditya Birla Sun Life	₹22.1741	17 Jul 2026
Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Payout of Income Distribution cum capital withdrawal option	Kotak	₹11.9832	17 Jul 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹20.0828	17 Jul 2026
DSP World Mining Overseas Equity Omni FoF - Regular Plan - IDCW	DSP	₹26.3224	17 Jul 2026
Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW	Axis	₹24.4016	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹11.1800
16 Jul 2026	₹11.5800
15 Jul 2026	₹11.6900
14 Jul 2026	₹11.5600
13 Jul 2026	₹11.4700
10 Jul 2026	₹11.5100
9 Jul 2026	₹11.4800
8 Jul 2026	₹11.3700
7 Jul 2026	₹11.4000
6 Jul 2026	₹11.5900

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 17 Jul 2026, the NAV of Axis Greater China Equity Fund of Fund - Regular Plan - IDCW is ₹11.1800. 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 Greater China Equity Fund of Fund - Regular Plan - IDCW has NAV history starting from 16 Feb 2021, a track record of about 5 years 5 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 - 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 Greater China Equity Fund of Fund - Regular Plan - IDCW has delivered a absolute return of 34.70% — +5.36 pp ahead of the Fund of Funds - Overseas category average of 29.34%. The fund ranks #11 of 28 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Greater China Equity Fund of Fund - Regular Plan - IDCW has delivered a CAGR of 16.56% — -3.52 pp behind the Fund of Funds - Overseas category average of 20.08%. The fund ranks #17 of 23 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Greater China Equity Fund of Fund - Regular Plan - IDCW has delivered a CAGR of 3.53% — -8.53 pp behind the Fund of Funds - Overseas category average of 12.06%. The fund ranks #16 of 17 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Greater China Equity Fund of Fund - Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹118,936 today — a multiplier of 1.19×, based on the 5-year CAGR of 3.53%. The category average over the same window would have grown ₹1 lakh to ₹176,679.

A ₹10,000 monthly SIP in Axis Greater China Equity Fund of Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹870,710 today. That's an XIRR (money-weighted annualised return) of 14.88%.

Axis Greater China Equity 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 ₹870,710 — XIRR 14.88%.

On a 5-year basis, Axis Greater China Equity Fund of Fund - Regular Plan - IDCW ranks #16 out of 17 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 12.06%; this fund delivered 3.53%.

The worst peak-to-trough decline Axis Greater China Equity Fund of Fund - Regular Plan - IDCW has experienced over the last 5-year window is 41.52% — its NAV fell from a high on 22 Jul 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 - Regular Plan - IDCW averaged 3.53% (best 5.60%, worst 1.76%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.06 — negative risk-adjusted performance.

In calendar year 2025, Axis Greater China Equity Fund of Fund - Regular Plan - IDCW returned 37.66% — beating the Fund of Funds - Overseas category average of 35.03% by 2.63 pp. It ranked #6 of 27 in its category that year.

Axis Greater China Equity 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 Greater China Equity 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: 41.5%. 5-year CAGR: 3.53%.

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