Benefits
Access to global companies not available in India
Access to sunrise sectors and global themes
Better risk-adjusted returns through global diversification
Leverage Schroders' global expertise
Invest globally through domestic fund with minimum application of Rs.5000 and multiples of Rs.1 thereafter
Ideal wealth creation strategy for the long term
Investment Objective
To provide long term capital appreciation by predominantly investing in Schroder International Selection Fund Global Equity Alpha, a fund that aims to provide capital growth by investing in equity and equity related securities of companies worldwide. The Scheme may also invest a part of corpus in debt, money market instruments and / or units of liquid schemes in order to meet liquidity requirements from time to time.However, there can be no assurance that the investment objective of the Scheme will be realized.
Entry Load, Exit Load & Tax
| If redeemed/switched - out within 12 months from the date of allotment | |
| For 10% of investment | Nil |
| For remaining investment | 1% |
| If redeemed/switched out after 12 months | |
| From the date of allotment | Nil |
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- Investment in Schroder International Selection Fund Global Equity Alpha, an equity fund that aims to provide capital growth by investing in equity and equity related securities of companies worldwide.
Fund Manager
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Global Equity Alpha Fund of Fund - Regular Growth as of February 28, 2026
| MSCI World Net Total Return Index | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | MSCI World Net Total Return Index Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | MSCI World Net Total Return Index Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2020-09-24 | 16.15% | 19.60% | 18.22% | 22,545 | 26,431 | 24,814 |
| 5 Years | 15.01% | 17.53% | 12.93% | 20,141 | 22,446 | 18,379 |
| 3 Years | 21.49% | 24.55% | 14.64% | 17,931 | 19,322 | 15,066 |
| 1 Year | 23.50% | 26.59% | 15.12% | 12,343 | 12,651 | 11,507 |
Fund Quants
Portfolio
Holdings
| Stocks | % of holdings |
|---|---|
| Schroder ISF Global Equity Alpha Class X1 Acc | 96.46 |
| Debt, Cash & other current assets | 3.54 |
Documents
SID
KIM
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