Axis Global Equity Alpha Fund of Funds
Direct · Growth ₹25.73
02 Jul 2026
NAV
15.9%
3Y CAGR
15.9%
5Y CAGR
15.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.61
Sharpe
-19.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.09 L | 16.6% | -24.5% | 37.6% |
| 3 Years | ₹36.00 L | ₹46.95 L | 18.4% | 4.2% | 26.7% |
| 5 Years | ₹60.00 L | ₹95.55 L | 19.2% | 16.2% | 21.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.6% | 14.5% | 16.0% | +2.1% |
| 3 Years | 18.4% | 11.2% | 16.3% | +7.3% |
| 5 Years | 19.2% | 10.4% | 13.3% | +8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.3% | 20.1% | -16.0% | 46.0% | 0.76 | 1.69 | 83% | — | — |
| 3 Years | 15.9% | 13.4% | 6.4% | 26.4% | 1.66 | — | 100% | — | — |
| 5 Years | 15.9% | 16.0% | 13.7% | 18.5% | 9.61 | — | 100% | — | — |
-19.9%
Max Drawdown
10 mo
Drawdown Duration
8 mo
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
0.82
1Y
0.80
3Y
0.80
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +17.23 | 0.42 | 57.4% | 26.7% | 20.4% | -1.6% |
| 3 Years | +14.78 | 0.40 | 56.5% | 31.9% | 21.6% | 7.3% |
| 5 Years | +6.96 | 0.50 | 59.5% | 46.4% | 14.7% | 8.9% |
| 7 Years | +5.66 | 0.47 | 57.6% | 44.6% | 14.5% | 11.4% |
| 10 Years | +2.79 | 0.47 | 57.6% | 44.6% | 9.9% | 7.9% |
| 12 Years | +1.71 | 0.47 | 57.6% | 44.6% | 8.2% | 6.5% |
| 15 Years | +0.64 | 0.47 | 57.6% | 44.6% | 6.5% | 5.2% |