MonitorDirect · Growth
Axis Global Innovation Fund of Fund
Axis Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas5.3 years
- NAV
- 19.98
- 15 Sept 2026
- 1Y
- +22.9%
- Trailing CAGR
- AUM
- ₹322.51 Cr
- 30 Jun 2026
- Volatility
- High
- 20.2% 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+22.9%
- 3Y+24.6%
- 5Y+13.0%
- 10Yn/a
- SI+14.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+26.0%
- 3Y+24.4%
- 5Y+21.3%
- 10Yn/a
- Since inception
- +14.0%
- Calendar-day CAGR
- Excess 1Y
- -9.5%
- Category median, same plan and option
- 3Y win rate
- +83%
- Windows beating the median
- 3Y percentile
- 56
- Vs comparable share classes
- Worst rolling 3Y
- +3.1%
- 549 daily-ending windows
- Median rolling 3Y
- +19.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 70 daily-ending windows
- SIP 3Y XIRR
- +24.4%
- 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
- 15 days
- 67 recovered episodes
- Longest recovery
- 441 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
22 Nov 2021 – 28 Dec 2023
Trough 13 Oct 2022 · recovered in 441 days
-30.8%
18 Feb 2025 – 25 Jun 2025
Trough 7 Apr 2025 · recovered in 79 days
-22.6%
11 Jul 2024 – 26 Sept 2024
Trough 5 Aug 2024 · recovered in 52 days
-13.7%
28 Jan 2026 – 15 Apr 2026
Trough 2 Apr 2026 · recovered in 13 days
-10.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
56
Vs category
0
Consistency
65
Risk-adjusted
51
Drawdown
23
Mean
39
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 83% 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.
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%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Axis Global Equity Alpha Fund of Fund
Axis Mutual Fund
- 1Y
- +19.3%
- 3Y
- +22.9%
- Vol
- 16.3%
- Max DD
- -19.9%
- Sharpe
- 0.82
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
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%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility