Other Scheme - FoF DomesticAxis Mutual Fund

Axis Gold Fund - Direct Plan - Growth option

₹50.0419▲ 0.9406 (1.92%)

Scheme Type

Open Ended Schemes

NAV History

+81.13%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹18,113

+81.1%

3Y Ago

₹29,495

+194.9%

5Y Ago

₹47,270

+372.7%

Past performance ≠ future results

Fund Analytics

Score: 37.9 / 100

Performance

Total Returns

Simple return over period

+58.71%

CAGR

Compound annual growth rate

+58.71%

Growth of ₹10K

Hypothetical investment value

₹15,871

SIP XIRR

SIP internal rate of return

+39.16%

Risk

Volatility (Ann.)

Std deviation of returns

34.93%LOW

Max Drawdown

Worst peak-to-trough

-22.41%

Sharpe Ratio

Risk-adjusted return

1.51GOOD

Sortino Ratio

Downside risk-adjusted return

1.74GOOD

Benchmark

Beta

Market sensitivity

0.55DEF

Alpha

Excess return vs benchmark

+56.87%

Tracking Error

Deviation from benchmark

35.07%

Information Ratio

Alpha per unit tracking error

1.62

Treynor Ratio

Return per unit systematic risk

96.50

Capture

Upside Capture

Participation in market gains

90.20%

Downside Capture

Participation in market losses

5.13%

Rolling Returns

1Y Rolling CAGR

Avg 13.4% (-20.2% – 117.3%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+58.7%-1.6%

+56.9%

3Y+37.7%+8.8%

+31.2%

5Y+26.2%+9.1%

+20.0%

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