Axis Greater China Equity FoF

Current Fund Size :

N.A.

₹10.3

NAV

0.62% p.a.

Overall Return

-1.06%

1-Day Change

0.53%

Expense Ratio

₹ 828 Cr

AUM (Fund Size)

4+ yrs

Fund Age

Investment Policy

Benchmark

MSCI Golden Dragon

Risk Level

High Risk

Min. Investment

SIP: ₹1000 & Lumpsum: ₹5000

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

4 yrs 8 m since Jan 29, 2021

Current Value (Example)

N.A.

Returns Ratio

N/A

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Axis Greater China Equity FoF 26.07% 17.01% N.A. 25.72 N.A. 0.25 0.52 828 Cr 4 yrs 8 m 0.53%
2 Invesco India - Invesco Global Equity Income FoF 18.55% 28.29% 20.34% 14.42 N.A. 1.15 1.59 99 Cr 11 yrs 5 m 0.87%
3 Edelweiss US Technology Equity FoF 38.3% 37.26% 18.98% 25.60 N.A. 0.91 1.47 3,246 Cr 5 yrs 7 m 0.72%
4 Edelweiss Europe Dynamic Equity Offshore Fund 26.75% 28.51% 18.24% 14.54 N.A. 1.14 2.06 147 Cr 11 yrs 8 m 0.6%
5 Axis Global Equity Alpha FoF 26.12% 25.86% 17.32% 13.14 N.A. 1.06 1.50 1,045 Cr 5 yrs 0.9%
6 Edelweiss US Value Equity Offshore Fund 11.96% 16.42% 16.76% 13.94 N.A. 0.55 0.87 178 Cr 12 yrs 2 m 0.73%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 7.29% 3.6%
2 3 Months 22.47% 10.46%
3 6 Months 31.38% 24.25%
4 1 Year 26.07% 19.71%
5 2 Years 22.71% 23.03%
6 3 Years 17.01% 20.88%
7 4 Years 5.17% 8.91%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Axis Small Cap Fund 25,569 Cr -3.63% 27.56% View Detail
2 Axis Large & Mid Cap Fund 14,711 Cr -2.75% 22.86% View Detail
3 Axis Midcap Fund 31,056 Cr -3.83% 22.84% View Detail
4 Axis Nifty 100 Index Fund 1,903 Cr -5.02% 18.36% View Detail
5 Axis Flexi Cap Fund 12,796 Cr -2.73% 18.26% View Detail
6 Axis Global Equity Alpha FoF 1,045 Cr 26.12% 17.32% View Detail

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