Broaden Your Investment Horizon with Axis Global Equity Alpha Fund

Broaden Your Investment Horizon with Axis Global Equity Alpha Fund

Financial planning and investment planning may sound one and the same, but there’s a lot more that distinguishes the two. Financial planning requires investors to determine their short term and long term goals whereas investment planning helps investors save and manage their money so that they can invest and achieve these goals. However, no investment scheme is free of risk and there is always some risk associated. However, if you are keen on taking some risk and wish to earn capital appreciation over the long term, you can consider investing in mutual funds.

Mutual funds, ever since their inception in India, have gradually gained momentum. Investors generally look at mutual funds as an investment option because they offer active risk management, carry a diversified portfolio and give investors an opportunity to earn capital appreciation over the long term. However, mutual funds do not guarantee returns and this something every investor must keep in mind before investing in them. What investors should also understand is that every mutual fund scheme carries a different risk appetite and depending on their investment needs, investment horizon and financial goals.

There are some mutual funds that invest in global markets as well. If you are someone who is interested in investing in global markets by sitting here in India, you can consider investing in Axis Global Equity Alpha Funds of Fund.

About Axis Global Equity Alpha Funds of Fund

Investment Objective

in debt, money market instruments and / or units of liquid schemes in order to meet liquidity requirements from time to time.

Risk profile

Axis Global Equity Alpha Funds of Fund carries a high risk profile. Investors are advised to consult their financial advisors before investing in this scheme. The performance of the Axis Global Equity Alpha Funds of Fund will be affected by a number of risk factors like market volatility, investment objective, regulatory risk, etc. Axis Global Equity Alpha Funds of Fund does not guarantee any returns and hence investors should carefully look in the offer document prior to investing.

Axis Global Equity Alpha Funds of Fund’s Investment Strategy

Axis Global Equity Alpha Funds of Fund will be passively managed funds investing predominantly in units / shares of Schroder International Selection Fund Global Equity Alpha. The investment made in the Schroder International Selection Fund Global Equity Alpha will be based on the subscriptions and redemptions received in the Scheme and within the overall limits specified by SEBI / RBI.

Choose between direct plan and regular plan

Axis Global Equity Alpha Funds of Fund Direct Plan is available for investors without needing to reach out to a broker or an outside distributor. This plan can be bought directly from Axis Mutual fund. However, a regular plan is available through a third party for investment and generally carries a relatively high expense ratio.

Growth or IDCW – What is your preference?

Those seeking capital appreciation over the long term generally prefer the growth option. Here, if Axis Global Equity Alpha Funds of Fund scores any profit, these profits are invested back in the scheme. If you are investing in this scheme for the long run, you can consider the Axis Global Equity Alpha Funds of Fund Growth Option. In the growth option the capital appreciation garnered by the fund is invested back in the scheme.

In the IDCW pay-out option, IDCW will be declared (subject to deduction of tax at source, if any) at specified frequencies at the discretion of the Trustee, subject to availability of distributable surplus calculated in accordance with SEBI (MF) Regulations. On payment of IDCW, the NAV of the Unit under IDCW option will fall to the extent of the IDCW pay-out and applicable statutory levies, if any.

Broaden your investment horizon

Markets across the globe move in different cycles. If your mutual fund portfolio consists of mutual fund schemes that only invest in the Indian economy, investment in Axis Global Equity Alpha Funds of Fund may broaden your reach. Through this domestic fund investment, you get an opportunity to invest in the USA, UK, and parts of Europe among other global economies. So if you are keen on seeking capital appreciation over the long term and looking to diversify your portfolio by investing in a mutual fund that invests in global markets, you may take a look at Axis Global Equity Alpha Funds of Fund.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Axis Global Equity Alpha Funds of Fund