MonitorDirect · Growth
Axis NASDAQ 100 US Specific Equity Passive FOF
Axis Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas3.9 years
- NAV
- 29.4502
- 15 Sept 2026
- 1Y
- +29.5%
- Trailing CAGR
- AUM
- ₹125.25 Cr
- 30 Jun 2026
- Volatility
- High
- 19.2% 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+29.5%
- 3Y+29.5%
- 5Yn/a
- 10Yn/a
- SI+33.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+27.5%
- 3Y+29.2%
- 5Yn/a
- 10Yn/a
- Since inception
- +33.2%
- Calendar-day CAGR
- Excess 1Y
- -0.4%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 81
- Vs comparable share classes
- Worst rolling 3Y
- +26.1%
- 212 daily-ending windows
- Median rolling 3Y
- +31.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +29.2%
- 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
- 8 days
- 66 recovered episodes
- Longest recovery
- 81 days
- Trough to prior peak
- Current spell
- 104 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
19 Feb 2025 – 27 Jun 2025
Trough 7 Apr 2025 · recovered in 81 days
-23.0%
10 Jul 2024 – 14 Oct 2024
Trough 5 Aug 2024 · recovered in 70 days
-11.6%
3 Jun 2026 – open
Trough 29 Jul 2026 · not recovered
-10.2%
13 Dec 2022 – 2 Feb 2023
Trough 28 Dec 2022 · recovered in 36 days
-10.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
81
Vs category
47
Consistency
88
Risk-adjusted
94
Drawdown
42
Mean
71
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 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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
Caveat: Lower trailing returns
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
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 trailing returns
Caveat: Higher volatility
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 trailing returns
Caveat: Higher volatility · Deeper drawdown
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund
HSBC Mutual Fund
- 1Y
- +32.1%
- 3Y
- +26.4%
- Vol
- 15.8%
- Max DD
- -27.3%
- Sharpe
- 0.50
- 3Y win
- +74%
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns