HealthyDirect · GrowthFit for a long SIP
Axis NASDAQ 100 US Specific Equity Passive FOF
Axis Mutual FundOverseas Fund of Funds - Fund of Funds investing overseas4 years
- NAV
- 29.6898
- 29 Oct 2026
- 1Y
- +21.3%
- Trailing CAGR
- AUM
- ₹125.25 Cr
- 30 Jun 2026
- Volatility
- High
- 19.2% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
In three lines
Fits if · The fund beat the category median in 100% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Buy checklist
History depth
Watch
4.0 years - usable, still building a track record.
Engine status
Pass
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Expense ratio
Pass
0.29% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -23.0%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Evidence supports a shortlist - confirm with peers before you buy elsewhere.
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+21.3%
- 3Y+32.4%
- 5Yn/a
- 10Yn/a
- SI+32.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+22.6%
- 3Y+28.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +32.3%
- Calendar-day CAGR
- Excess 1Y
- +4.7%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 81
- Vs comparable share classes
- SIP 3Y XIRR
- +28.1%
- Simulated monthly SIP
- Worst rolling 3Y
- +26.1%
- 242 daily-ending windows
- Median rolling 3Y
- +31.5%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -23.0%
- Worst peak-to-trough
- Current
- -7.2%
- Below last peak
- Current spell
- 23 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 69 recovered episodes
- Longest recovery
- 81 days
- Trough to prior peak
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 – 22 Sept 2026
Trough 29 Jul 2026 · recovered in 55 days
-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
79
Consistency
89
Risk-adjusted
90
Drawdown
42
Mean
76
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Healthy
Buying stance
Fit for a long SIP
Evidence supports keeping this on a shortlist for a multi-year equity SIP.
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
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.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
17 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
15 Sept 2026
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
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Axis US Specific Treasury Dynamic Debt Passive FOF
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- n/a
- Vol
- 6.9%
- Max DD
- -5.1%
- Sharpe
- 0.15
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Axis Global Equity Alpha Fund of Fund
Axis Mutual Fund
- 1Y
- +15.3%
- 3Y
- +25.3%
- Vol
- 16.2%
- Max DD
- -19.9%
- Sharpe
- 0.75
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund
Invesco Mutual Fund
- 1Y
- +21.5%
- 3Y
- +32.8%
- Vol
- 21.0%
- Max DD
- -23.0%
- Sharpe
- 1.01
- 3Y win
- +100%
- Shallower drawdown
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- +27.0%
- 3Y
- +40.8%
- Vol
- 25.8%
- Max DD
- -27.2%
- Sharpe
- 1.15
- 3Y win
- +100%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life US Equity Passive FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +21.5%
- 3Y
- +32.8%
- Vol
- 21.2%
- Max DD
- -28.9%
- Sharpe
- 0.63
- 3Y win
- +100%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER