EquiscaleEquiscale
Axis Global Equity Alpha Fund of FundFund of Funds₹26.93as of 2026-08-19
Expense1.53%RiskHigh
Axis Mutual FundFund of FundsFund of Funds (FOF)2 HoldingsHigh
AUM
₹1,859 CrAssets Under Management
Expense Ratio
1.53%Above Average · Annual fee charged
Top Sector
Other / Non-EquityHighest portfolio allocation

🎯Investment Objective

“An open ended fund of fund scheme investing in Schroders International Selection Fund Global Equity Alpha”

Source: Axis Global Equity Alpha Fund of Fund scheme information document

💡The investment objective is the fund's stated purpose. A fund promising “capital appreciation through equity investments” behaves very differently from one promising “regular income through debt instruments.”

AI Summary

indian-fund

Strengths0

    Concerns1

    • Expense ratio of 1.53% is notably above the category median of 0.51%

    Rule-based from financial data. Not advice.

    Asset Allocation

    Sector Allocation

    Holdings-Based Style Box

    Value
    Blend
    Growth
    Large
    Mid
    Small

    This fund sits in the Large-Growth quadrant based on its holdings characteristics.

    The fund primarily holds large-cap stocks (top 100 companies by market cap) — typically the most stable equity holdings. The ‘Growth’ tilt means holdings have higher valuations but stronger earnings growth — the fund manager is paying up for fast-growing companies.

    📖 What do Large/Mid/Small Cap mean? →

    Key Metrics

    AUM
    ₹1,859 CrCategory avg: ₹5,000 Cr
    ≈Mid-sized fund
    💡 A mid-sized fund with ₹1,859 Cr in assets. Adequate size for most strategies without liquidity concerns.
    Expense Ratio
    1.53%Category avg: 0.82%
    ⚠Above average
    💡 This fund charges more than most peers. On a ₹10L investment, you pay ~₹7,100/year more than the average fund.

    Fund DNA

    Fund DNA analysis is not available yet, data enrichment pending.

    Portfolio Holdings2 positions

    💡Reading the Holdings Table

    The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.

    📖 Learn: Diversification & Asset Allocation →
    #CompanySectorAllocationWeight (%)3M Change
    1Schroder ISF Global Equity Alpha Class X1 AccOther / Non-Equity
    		96.5%-
    2Clearing Corporation of India LtdOther / Non-Equity
    		10.3%-

    Holdings Overlap with Your Portfolio

    Checking for overlaps...

    Investment Calculator

    Estimate future value based on Axis Global Equity Alpha Fund of Fund's historical returns

    1102030
    Invested
    ₹6.00 L
    Est. Value
    ₹8.25 L
    Wealth
    ₹2.25 L
    1.4× in 5yr
    Growth ProjectionAxis Global Equity… vs NIFTY 50

    ⚠️ Important Disclaimer

    This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.

    💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.

    📖 SIP · 📖 XIRR · 📖 RCA

    Returns

    Returns data is not yet available for this fund. Check back soon.

    Performance

    Historical NAV data not available for this fund.

    This chart shows the fund's NAV growth over time.

    What is CAGR and how is return calculated? →

    👤Fund Manager

    Fund manager information is not available for this fund.

    All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.