The Global Fund So Broken, 20 Years of Data Exposed It

Описание: Summary:

India has only one global index fund option — the Axis Global Equity Alpha Fund of Fund. But is it really helping investors diversify, or is it quietly failing them?

In this video, we break down:
✅ Why global investing is critical for Indian investors facing home bias.
✅ How Axis Global Equity Alpha has underperformed the MSCI World Index since inception.
✅ The hidden issue of high expense ratios (0.9% vs 0.2%) and how they destroy long-term returns.
✅ The fund’s underlying holding — Schroder ISF Global Equity Alpha Fund — and its 20-year track record of underperformance.
✅ The risks of concentration vs true diversification in global investing.

If you’ve ever considered global diversification from India, this analysis will show you why relying on just one fund could be a mistake.

Chapters:
00:00 – India’s Only Global Fund? The Catch
00:47 – Why Global Diversification Actually Matters
03:12 – The Hidden Danger of Home Bias
05:15 – Axis Global Equity Alpha vs MSCI World: The Truth
06:21 – High Fees That Kill Returns
07:07 – The Fund Behind Axis: Schroder ISF
08:06 – 20 Years of Data: Did It Deliver?
09:48 – The Real Problem: Fees + Concentration Risk
11:29 – Why Indian Investors Lose Out
12:21 – Smarter Ways to Analyze Global Funds
13:28 – Final Thoughts & What You Should Know

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