Other Scheme - FoF DomesticAxis Mutual Fund

Axis Gold Fund - Regular Plan - IDCW

₹43.1116▼ 0.6577 (1.50%)

Scheme Type

Open Ended Schemes

NAV History

+84.33%

365 data points · Period: 1Y

Returns

CAGR

-1.50%

+0.11%

-1.99%

+63.14%

+32.41%

+24.51%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹18,433

+84.3%

3Y Ago

₹29,223

+192.2%

5Y Ago

₹43,737

+337.4%

Past performance ≠ future results

Fund Analytics

Score: 67.0 / 100

Performance

Total Returns

Simple return over period

+61.27%

CAGR

Compound annual growth rate

+61.27%

Growth of ₹10K

Hypothetical investment value

₹16,127

SIP XIRR

SIP internal rate of return

+57.39%

Risk

Volatility (Ann.)

Std deviation of returns

32.62%LOW

Max Drawdown

Worst peak-to-trough

-20.67%

Sharpe Ratio

Risk-adjusted return

1.69GOOD

Sortino Ratio

Downside risk-adjusted return

1.93GOOD

Benchmark

Beta

Market sensitivity

0.31DEF

Alpha

Excess return vs benchmark

+57.11%

Tracking Error

Deviation from benchmark

33.84%

Information Ratio

Alpha per unit tracking error

1.69

Treynor Ratio

Return per unit systematic risk

175.90

Capture

Upside Capture

Participation in market gains

60.18%

Downside Capture

Participation in market losses

-13.57%

Rolling Returns

1Y Rolling CAGR

Avg 19.5% (-20.4% – 116.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+61.3%+0.1%

+57.1%

3Y+32.9%+12.2%

+25.8%

5Y+24.7%+11.0%

+18.5%

Beta

1Y: 0.313Y: 0.175Y: 0.05

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