Axis Global Equity Alpha Fund Of Fund

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined five return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please find the detailed analysis below.
   1. Top 25%: The Axis Global Equity Alpha Fund of Fund has one return parameter in the top 25% in the category, as shown below:
      
      • 3Y Return %
   2. Above Average Below the Top 25%: The Axis Global Equity Alpha Fund of Fund has three return parameters in the category, which are above average but below the top 25%, as listed below:
      
      • 3M Return %
      • 6M Return %
      • 1Y Return %
   3. Below Average: Axis Global Equity Alpha Fund of Fund has one return parameter that is below average in the category, which is listed below:
      
      • 1M Return %
2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For Axis Global Equity Alpha Fund of Fund, we have analyzed two risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
   1. Lowest 25%: two risk parameters in the lowest 25% in the category, which are listed below.
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 13.5 %.
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 10.04 %.
   2. Below Average but Above the Lowest 25%: Axis Global Equity Alpha Fund of Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Axis Global Equity Alpha Fund of Fund does not have any risk parameters above average; which is a good sign.
3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Axis Global Equity Alpha Fund of Fund, we have evaluated four risk-adjusted performance parameters.
   1. Top 25% Risk Adjusted Performance Parameters: Axis Global Equity Alpha Fund of Fund has three risk-adjusted performance parameters of the fund that are in the top 25% of the category.
      • Sharpe Ratio: Axis Global Equity Alpha Fund of Fund has a Sharpe Ratio of 0.5 compared to the category average of 0.13.
      • Sterling Ratio: Axis Global Equity Alpha Fund of Fund has a Sterling Ratio of 0.54 compared to the category average of 0.32.
      • Sortino Ratio: Axis Global Equity Alpha Fund of Fund has a Sortino Ratio of 0.24 compared to the category average of 0.09.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: Axis Global Equity Alpha Fund of Fund has one risk-adjusted performance parameter of the fund that is in the this group of the category.
      • Treynor Ratio: Axis Global Equity Alpha Fund of Fund has a Treynor Ratio of 0.14 compared to the category average of 0.1.
   3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.

Date	Axis Global Equity Alpha Fund Of Fund NAV Regular Growth	Axis Global Equity Alpha Fund Of Fund NAV Direct Growth
07-03-2025	17.9698	18.8306
06-03-2025	18.1497	19.0187
05-03-2025	18.1748	19.0446
04-03-2025	18.1492	19.0174
03-03-2025	18.5905	19.4794
28-02-2025	18.2647	19.1369
25-02-2025	18.5135	19.3963
24-02-2025	18.6247	19.5125
21-02-2025	18.843	19.74
20-02-2025	18.866	19.7637
19-02-2025	18.9224	19.8223
18-02-2025	19.0668	19.9732
14-02-2025	18.9621	19.8619
13-02-2025	18.8548	19.7491
12-02-2025	18.6351	19.5186
11-02-2025	18.7995	19.6904
10-02-2025	18.981	19.88
07-02-2025	18.9313	19.8268