Other Scheme - FoF DomesticAxis Mutual Fund

Axis Gold Fund - Regular Plan - Growth Option

₹45.8690▲ 0.8618 (1.91%)

Scheme Type

Open Ended Schemes

NAV History

+80.29%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹18,029

+80.3%

3Y Ago

₹29,199

+192.0%

5Y Ago

₹46,481

+364.8%

Past performance ≠ future results

Fund Analytics

Score: 37.9 / 100

Performance

Total Returns

Simple return over period

+58.22%

CAGR

Compound annual growth rate

+58.22%

Growth of ₹10K

Hypothetical investment value

₹15,822

SIP XIRR

SIP internal rate of return

+38.74%

Risk

Volatility (Ann.)

Std deviation of returns

34.93%LOW

Max Drawdown

Worst peak-to-trough

-22.50%

Sharpe Ratio

Risk-adjusted return

1.50GOOD

Sortino Ratio

Downside risk-adjusted return

1.73GOOD

Benchmark

Beta

Market sensitivity

0.55DEF

Alpha

Excess return vs benchmark

+56.38%

Tracking Error

Deviation from benchmark

35.07%

Information Ratio

Alpha per unit tracking error

1.61

Treynor Ratio

Return per unit systematic risk

95.66

Capture

Upside Capture

Participation in market gains

89.93%

Downside Capture

Participation in market losses

5.34%

Rolling Returns

1Y Rolling CAGR

Avg 11.4% (-21.4% – 116.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-08-21

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+58.2%-1.6%

+56.4%

3Y+37.4%+8.8%

+30.8%

5Y+25.9%+9.1%

+19.7%

Beta

1Y:0.553Y:0.195Y:0.06

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹7,50,459

Total Value

₹10,50,459

*Based on historical CAGR. Projections are illustrative, not guaranteed