Other Scheme - FoF DomesticAxis Mutual Fund

Axis Gold Fund - Regular Plan - IDCW

₹45.6772▼ 0.1188 (0.26%)

Scheme Type

Open Ended Schemes

NAV History

+101.61%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹20,161

+101.6%

3Y Ago

₹30,864

+208.6%

5Y Ago

₹45,312

+353.1%

Past performance ≠ future results

Fund Analytics

Score: 64.3 / 100

Performance

Total Returns

Simple return over period

+62.71%

CAGR

Compound annual growth rate

+62.71%

Growth of ₹10K

Hypothetical investment value

₹16,271

SIP XIRR

SIP internal rate of return

+61.84%

Risk

Volatility (Ann.)

Std deviation of returns

32.82%LOW

Max Drawdown

Worst peak-to-trough

-20.67%

Sharpe Ratio

Risk-adjusted return

1.73GOOD

Sortino Ratio

Downside risk-adjusted return

1.92GOOD

Benchmark

Beta

Market sensitivity

0.52DEF

Alpha

Excess return vs benchmark

+61.72%

Tracking Error

Deviation from benchmark

33.08%

Information Ratio

Alpha per unit tracking error

1.87

Treynor Ratio

Return per unit systematic risk

108.96

Capture

Upside Capture

Participation in market gains

74.34%

Downside Capture

Participation in market losses

-10.25%

Rolling Returns

1Y Rolling CAGR

Avg 20.9% (-20.4% – 116.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+62.7%-3.6%

+61.7%

3Y+35.7%+9.9%

+28.9%

5Y+25.0%+10.4%

+18.7%

Beta

1Y:0.523Y:0.195Y:0.07

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

₹8,58,576

Total Value

₹11,58,576

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