Axis Global Innovation Fund of Funds
Direct · Growth ₹19.57
02 Jul 2026
NAV
16.7%
3Y CAGR
13.7%
5Y CAGR
14.8%
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.
8.47
Sharpe
-30.8%
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 | ₹13.16 L | 16.3% | -39.2% | 55.4% |
| 3 Years | ₹36.00 L | ₹48.30 L | 21.1% | 5.2% | 32.3% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 21.9% | 20.0% | 24.4% |
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 | 16.3% | 14.5% | 16.0% | +1.8% |
| 3 Years | 21.1% | 11.2% | 16.3% | +9.9% |
| 5 Years | 21.9% | 10.4% | 13.3% | +11.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.9% | 20.4% | -25.9% | 51.1% | 0.48 | 0.82 | 79% | — | — |
| 3 Years | 16.7% | 18.8% | 3.1% | 28.4% | 1.43 | 39.77 | 100% | — | — |
| 5 Years | 13.7% | 13.8% | 12.3% | 15.6% | 8.47 | — | 100% | — | — |
-30.8%
Max Drawdown
11 mo
Drawdown Duration
15 mo
Recovery Time
-7.7%
Avg Drawdown
Calmar Ratio by Duration
0.48
1Y
0.54
3Y
0.44
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +20.57 | 0.55 | 78.4% | 43.5% | 22.6% | -1.6% |
| 3 Years | +15.67 | 0.48 | 69.0% | 43.7% | 22.5% | 7.3% |
| 5 Years | +4.80 | 0.61 | 71.5% | 61.4% | 12.8% | 8.9% |
| 7 Years | +3.36 | 0.61 | 71.8% | 60.5% | 9.9% | 6.5% |
| 10 Years | +1.51 | 0.61 | 71.8% | 60.5% | 6.8% | 4.5% |
| 12 Years | +0.81 | 0.61 | 71.8% | 60.5% | 5.6% | 3.8% |
| 15 Years | +0.12 | 0.61 | 71.8% | 60.5% | 4.5% | 3.0% |