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OtherFoF OverseasDirect · Growth

Axis Greater China Equity Fund of Fund - Direct Plan - Growth Option

Axis · Scheme 148699

12.34 1.65%NAV · 2026-08-05
35
Weak FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.5%
Risk level
Very High
Min SIP
Benchmark
Underlying index

NAV Growth

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Historical returns

PeriodReturn
1 Month-0.24%
3 Months-2.76%
6 Months+9.11%
1 Year+36.35%
3 Years (CAGR)+18.48%
5 Years (CAGR)+5.46%
10 Years (CAGR)
Since Launch+3.91%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns44
Consistency15
Risk-adjusted7
Downside protection27
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.5%
  • 1Y return: +36.4%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -4.8% vs category avg
  • 5Y CAGR: +5.5%
  • Positive 3Y windows: 58% of rolling 3Y windows positive
  • Beat category: beat category in 30% of windows

Risk metrics

Sharpe ratio
0.02
Sortino ratio
0.03
Volatility
23.48%
Max drawdown
-43.41%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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