Benefits
Access to global companies and sunrise sectors not available in India
Global exposure diversifies portfolio risk and has potential to deliver better risk-adjusted returns
Leverage 200+ years of rich investing experience and 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 investments | Nil |
| For remaining investments | 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 Disruption, an equity fund that aims to provide capital growth by investing companies worldwide which benefit from disruption.
Fund Manager
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Global Innovation Fund of Fund - Direct Growth as of February 28, 2026
| MSCI AC World Index TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | MSCI AC World Index TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | MSCI AC World Index TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2021-05-28 | 11.03% | 15.84% | 12.18% | 16,450 | 20,125 | 17,277 |
| 5 Years | - | - | - | - | - | - |
| 3 Years | 21.29% | 24.72% | 14.64% | 17,842 | 19,403 | 15,066 |
| 1 Year | 18.06% | 29.63% | 15.12% | 11,801 | 12,954 | 11,507 |
Fund Quants
Portfolio
Holdings
| Stocks | % of holdings |
|---|---|
| Schroder International Selection Fund Global innovation | 96.45 |
| Debt, Cash & other current assets | 3.55 |
