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Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth Option vs Kotak International REIT Overseas Equity Active FOF - Direct Plan - Growth

Axis Global Equity Alpha Fund of Fund and Kotak International REIT Overseas Equity Active FOF are both in the FoF Overseas category, from Axis Asset Management Co. Ltd. and Kotak Mahindra Asset Management Company Limited. respectively. Axis Global Equity Alpha Fund of Fund has posted a higher 3-year rolling CAGR. Kotak International REIT Overseas Equity Active FOF has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.

Basics

Kotak International REIT Overseas Equity Active FOF has the lower direct-plan expense ratio, by 0.17 percentage points.

Axis Global Equity Alpha Fund of Fund - Direct Plan - Growth OptionKotak International REIT Overseas Equity Active FOF - Direct Plan - Growth
CategoryFoF OverseasFoF Overseas
AMCAxis Asset Management Co. Ltd.Kotak Mahindra Asset Management Company Limited.
BenchmarkMSCI World IndexS&P Asia Pacific ex Japan REIT Total Return Index
NAV₹26.3515 (2026-10-28)₹11.5791 (2026-10-28)
AUM₹2,457.539 Cr₹96.329 Cr
Expense Ratio (Direct)0.8%0.6341%
Inception2020-09-042020-12-07

Returns

Axis Global Equity Alpha Fund of Fund leads on 3-year rolling CAGR (13.9% vs Kotak International REIT Overseas Equity Active FOF's 1.6%) - see the FAQ below for percentile context within each fund's own category.

Risk Metrics

Kotak International REIT Overseas Equity Active FOF has been the more volatile of the two by standard deviation.

Portfolio Analytics

Punji Fund Health Score

Axis Global Equity Alpha Fund of Fund has the stronger Punji Quality grade of the two.

Frequently asked questions

Which has a higher 3-year return, Axis Global Equity Alpha Fund of Fund or Kotak International REIT Overseas Equity Active FOF?

Axis Global Equity Alpha Fund of Fund's 3-year rolling CAGR of 13.9% is higher than Kotak International REIT Overseas Equity Active FOF's 1.6%. Axis Global Equity Alpha Fund of Fund sits in the 57th percentile of its category on this metric, versus the 4th percentile for Kotak International REIT Overseas Equity Active FOF - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.

Which has a lower expense ratio, Axis Global Equity Alpha Fund of Fund or Kotak International REIT Overseas Equity Active FOF?

Kotak International REIT Overseas Equity Active FOF's direct-plan expense ratio is 0.17 percentage points lower than Axis Global Equity Alpha Fund of Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.

Which fund carries more risk, Axis Global Equity Alpha Fund of Fund or Kotak International REIT Overseas Equity Active FOF?

By standard deviation (a measure of how much a fund's returns swing around its own average), Kotak International REIT Overseas Equity Active FOF has been more volatile than Axis Global Equity Alpha Fund of Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (1.23 for Axis Global Equity Alpha Fund of Fund vs 0.22 for Kotak International REIT Overseas Equity Active FOF) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.

Which has higher AUM, Axis Global Equity Alpha Fund of Fund or Kotak International REIT Overseas Equity Active FOF?

Axis Global Equity Alpha Fund of Fund has ₹2,458 Cr in assets under management, versus ₹96 Cr for Kotak International REIT Overseas Equity Active FOF. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.

Which fund has a longer track record, Axis Global Equity Alpha Fund of Fund or Kotak International REIT Overseas Equity Active FOF?

Axis Global Equity Alpha Fund of Fund launched on 2020-09-04, making it older than Kotak International REIT Overseas Equity Active FOF (launched 2020-12-07). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.

Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.