1 LakhInvestment declined to
₹ 10000Monthly SIP Declined to
"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|Axis Greater China Equity FoF Direct-G||-6.86||1.94||3.28||13.07||2.61||-7.19||-17.16||--||--||--||--|
|S&P BSE 500 TRI||-10.22||1.07||2.50||-2.78||-8.71||-8.19||0.25||--||--||--||--|
As on 24-Jun-2022
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Axis Greater China Equity FoF - Direct Plan||Feb-21||-17.16||--||--||0.35%||128|
|Motilal Oswal Nasdaq 100 FOF - Direct Plan||Nov-18||-14.18||18.87||--||0.10%||3,601|
|Franklin India Feeder Franklin US Opportunities Fund - Direct Plan | Invest Online Now||Jan-13||-25.15||10.09||14.07||0.50%||3,116|
|Motilal Oswal S&P 500 Index Fund - Direct Plan||Apr-20||-5.24||--||--||0.52%||2,567|
|ICICI Prudential US Bluechip Equity Fund - Direct Plan | Invest Now||Jan-13||-8.99||14.76||14.88||1.08%||1,976|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||14.20||15-Mar-2022 - 22-Mar-2022||-9.75||08-Mar-2022 - 15-Mar-2022|
|Month||13.89||25-May-2022 - 24-Jun-2022||-19.24||11-Feb-2022 - 15-Mar-2022|
|Quarter||9.62||15-Mar-2022 - 14-Jun-2022||-21.67||14-Dec-2021 - 15-Mar-2022|
|Year||-12.44||24-Mar-2021 - 24-Mar-2022||-30.07||23-Apr-2021 - 25-Apr-2022|
|Axis Greater China Equity FoF Direct-G||--||--||--||--||--||--|
|S&P BSE 500 TRI*||16.28||22.07||0.58||0.66||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 31-May-2022
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Schroder ISF Greater China X Accumulation||Financial||--||92.00|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-May-2022
Education: Mr. Das is a PGDM, M.Tech, B.Tech
Experience: Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
The scheme seeks to provide long term capital appreciation by predominatingly investing in units of Schroder International Selection Fund Greater China, a fund that aims to provide capital growth by investing in equity and equity related securities of People's Republic of China, Hong Kong SAR and Taiwan companies. The Scheme may also invest a part of its corpus in debt, money market instruments and / or units of liquid schemes in order to meet liquidity requirements from time to time.
|Min. Investment (₹)||5,000|
|Min. Addl Investment (₹)||100|
|Min. SIP Investment (₹)||1,000|
|Min. No of Cheques||6|
|Min. Withdrawal (₹)||--|
|Min. Balance (₹)||--|
|Lock-in Period||Not Applicable|
|Exit Load||For units in excess of 10% of the investment,1% will be charged for redemption within 365 days|
|Fund House:||Axis Mutual Fund|
|Return Since Launch:||-16.10%|
|Benchmark:||MSCI Golden Dragon|
|Assets:||₹ 128 Cr (As on 31-May-2022)|
|Expense:||0.35% (As on 31-May-2022)|
Fund News - 30-Sep-2021
AMC: Axis Asset Management Company Ltd.
Address: "Axis House" - 1st Floor, C-2 - Wadia International Centre, Pandurang Budhkar Marg , Worli, Mumbai - 400025
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]