Pros | - | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Lower expense ratio. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. | - |
INDMoney rank | 1/17 | 5/18 | ||
Category,Subcateogry | Equity,Global - Other | Equity,Global - Other | ||
Fund Age | 4 Years | 6 Years | ||
Fund Size | 1045 Cr | 5632 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.9% | 0.79% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | MSCI World (Net Total Return) | NASDAQ 100 TR USD |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | 25.57 | 32.83 | ||
P/B | 4.32 | 7.91 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 3.35% | 3.79% | ||
3-Month Return | 10.3% | 17.66% | ||
6-Month Return | 21.77% | 20.53% | ||
1-Year Return | 28.27% | 32.67% | ||
3-Year Return | 23.51% | 31.42% | ||
5-Year Return | - | 20.2% |
Sharpe | 1.05 | 0.96 | ||
Alpha | - | 3.33 | ||
Beta | - | 0.83 | ||
Standard Deviation | 13.14 | 21.71 | ||
Information Ratio | - | -0.07 |
Description | Axis Global Equity Alpha Fund of Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Krishnaa N | Dishant Mehta,Rakesh Shetty,Swapnil Mayekar |