Axis Greater China Equity FoF

All Cap

Diversified

Equity

Global Growth

Others

Empty

1–7 yearsInvestment Horizon

HNI,MATarget Segments

Empty

What This Strategy Does

Axis Greater China Equity FoF Reg Gr is an equity fund which captures the ₹20+ trillion Greater China market opportunity through a diversified portfolio approach, deploying capital across technology, financials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+1.4% vs +7.4% benchmarkSince Inception

+18.6% vs +6.1% benchmark3Y Annualized

+4.1% vs +4.5% benchmark5Y Annualized

Axis Greater China Equity FoF

Benchmark Index

Benchmark Performance Comparison

Axis Greater China Equity Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation22.3%

Maximum Drawdown-19.6% | Aug 2023

Sharpe Ratio1.15

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Captures the growth potential of China's dynamic economy and leading companies. By investing across sectors and market capitalizations, this approach provides diversified exposure to the region's secular expansion drivers like rising consumer affluence, technological innovation, and global trade dominance.

Portfolio Holdings Overview

SectoralAllocation

Services16.81%

Consumers11.87%

Capital Goods17.58%

Technology39.9%

Energy & Infra1.09%

Financial Services12.75%

Geographic Allocation

International100%

Top Stock Holdings

CompanySectorAllocation

Schroder ISF Greater China X Acc USDUtilities99.05%

Clearing Corporation Of India LtdUtilities1.10%

Net Receivables / (Payables)Utilities-0.15%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Krishnaa N

Lead Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

CW Expert Take

Axis Greater China Equity FoF brings global exposure to Indian investors. Their investment philosophy focuses on identifying quality franchises across China and other emerging Asian markets. The fund house leverages local research capabilities to gain on-the-ground insights, while maintaining disciplined risk management frameworks. Axis combines top-down thematic views with bottom-up stock selection to build concentrated portfolios across sectors like technology and consumer.

3 years

Combined Team Experience

₹ 1,28,440 Cr

Assets Under Management

Firm Overview

AMCAxis Asset Management Company Limited

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.34%

Exit Load1%

Regulatory & Tax Information

INF846K01Y62

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)