MonitorDirect · Growth
Axis Global Equity Alpha Fund of Fund
Axis Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas6 years
- NAV
- 26.4658
- 15 Sept 2026
- 1Y
- +19.3%
- Trailing CAGR
- AUM
- ₹2,419.91 Cr
- 31 Aug 2026
- Volatility
- High
- 16.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+19.3%
- 3Y+22.9%
- 5Y+15.3%
- 10Yn/a
- SI+17.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+19.0%
- 3Y+22.8%
- 5Y+20.5%
- 10Yn/a
- Since inception
- +17.7%
- Calendar-day CAGR
- Excess 1Y
- -13.1%
- Category median, same plan and option
- 3Y win rate
- +84%
- Windows beating the median
- 3Y percentile
- 44
- Vs comparable share classes
- Worst rolling 3Y
- +6.4%
- 704 daily-ending windows
- Median rolling 3Y
- +14.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 229 daily-ending windows
- SIP 3Y XIRR
- +22.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 108 recovered episodes
- Longest recovery
- 242 days
- Trough to prior peak
- Current spell
- 18 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
16 Dec 2021 – 12 Jun 2023
Trough 13 Oct 2022 · recovered in 242 days
-19.9%
18 Feb 2025 – 5 Jun 2025
Trough 7 Apr 2025 · recovered in 59 days
-18.9%
11 Jul 2024 – 26 Sept 2024
Trough 5 Aug 2024 · recovered in 52 days
-11.1%
29 Jan 2026 – 15 Apr 2026
Trough 27 Mar 2026 · recovered in 19 days
-8.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
44
Vs category
0
Consistency
78
Risk-adjusted
66
Drawdown
50
Mean
48
Portfolio
31 Aug 2026 · 3 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
98.0%
Debt
2.1%
Sectors
Others
100.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 84% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life US Equity Passive FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +29.9%
- 3Y
- +29.8%
- Vol
- 21.3%
- Max DD
- -28.9%
- Sharpe
- 0.67
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis NASDAQ 100 US Specific Equity Passive FOF
Axis Mutual Fund
- 1Y
- +29.5%
- 3Y
- +29.5%
- Vol
- 19.2%
- Max DD
- -23.0%
- Sharpe
- 1.38
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund
Invesco Mutual Fund
- 1Y
- +29.9%
- 3Y
- +30.0%
- Vol
- 21.1%
- Max DD
- -23.0%
- Sharpe
- 1.07
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- +46.8%
- 3Y
- +36.9%
- Vol
- 25.8%
- Max DD
- -27.2%
- Sharpe
- 1.23
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis US Specific Treasury Dynamic Debt Passive FOF
Axis Mutual Fund
- 1Y
- +5.6%
- 3Y
- n/a
- Vol
- 6.9%
- Max DD
- -4.9%
- Sharpe
- 0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns