Axis Greater China Equity Fund of Funds
Direct · Growth ₹12.37
03 Jul 2026
NAV
3.7%
3Y CAGR
5.1%
5Y CAGR
4.8%
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.
-1.19
Sharpe
-43.4%
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 | ₹12.35 L | 9.3% | -45.1% | 76.9% |
| 3 Years | ₹36.00 L | ₹40.64 L | 10.6% | -15.9% | 36.8% |
| 5 Years | ₹60.00 L | ₹89.22 L | 16.7% | 13.1% | 21.1% |
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 | 9.3% | 14.5% | 16.0% | -5.1% |
| 3 Years | 10.6% | 11.2% | 16.2% | -0.6% |
| 5 Years | 16.7% | 10.4% | 13.3% | +6.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.1% | 2.0% | -36.7% | 67.8% | 0.03 | 0.04 | 56% | — | — |
| 3 Years | 3.7% | 2.8% | -13.7% | 23.6% | -0.27 | -0.31 | 58% | — | — |
| 5 Years | 5.1% | 4.8% | 2.7% | 7.9% | -1.19 | -0.77 | 100% | — | — |
-43.4%
Max Drawdown
21 mo
Drawdown Duration
35 mo
Recovery Time
-19.7%
Avg Drawdown
Calmar Ratio by Duration
0.16
1Y
0.09
3Y
0.12
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +32.04 | 0.60 | 90.2% | 45.6% | 33.7% | -1.6% |
| 3 Years | +10.39 | 0.44 | 64.7% | 43.9% | 17.2% | 7.3% |
| 5 Years | -2.42 | 0.49 | 54.4% | 50.2% | 5.3% | 8.9% |
| 7 Years | -3.98 | 0.48 | 51.8% | 50.0% | 2.8% | 7.0% |
| 10 Years | -3.80 | 0.48 | 51.8% | 50.0% | 1.9% | 4.8% |
| 12 Years | -3.73 | 0.48 | 51.8% | 50.0% | 1.6% | 4.0% |
| 15 Years | -3.66 | 0.48 | 51.8% | 50.0% | 1.3% | 3.2% |