Axis Gold Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Fund of Funds-Domestic-Gold |
| Launch Date: 14-10-2011 |
| Asset Class: Commodity/Energy |
| Benchmark: Domestic Price of Gold |
| TER: 0.5% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,045.84 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% is payable if Units are redeemed / switched-out within 15 days from the date of allotment |
28.2836
-0.26 (-0.9235%)
7.91%
Benchmark: 13.52%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Domestic Price of Gold
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
12 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Scheme is to generate returns that are in line with the performance of gold.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.87 |
| Sharpe Ratio | 0.68 |
| Alpha | -0.24 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Gold Fund - Regular Plan - Growth Option | 14-10-2011 | 30.81 | 24.88 | 22.0 | 14.28 | 11.91 |
| Quantum Gold Savings Fund - Regular Plan Growth Option | 01-04-2017 | 31.7 | 25.52 | 22.17 | 14.19 | - |
| UTI Gold ETF Fund of Fund - Regular Plan - Growth Opton | 28-10-2022 | 31.63 | 25.33 | - | - | - |
| LIC MF Gold ETF Fund of Fund-Regular Plan-Growth | 14-08-2012 | 31.59 | 25.14 | 22.25 | 10.41 | 11.58 |
| ICICI Prudential Regular Gold Savings Fund (FOF) - Growth | 01-10-2011 | 31.52 | 25.15 | 22.02 | 14.05 | 12.2 |
| SBI Gold Fund Regular Plan - Growth | 30-09-2011 | 31.44 | 25.28 | 22.05 | 14.2 | 12.29 |
| Kotak Gold Fund Growth | 18-03-2011 | 31.31 | 24.89 | 21.43 | 13.98 | 12.28 |
| Nippon India Gold Savings Fund-Growth plan- Growth Option | 05-03-2011 | 31.26 | 25.19 | 21.89 | 14.01 | 12.03 |
| Aditya Birla Sun Life Gold Fund-Growth | 20-03-2012 | 31.04 | 24.89 | 21.87 | 14.09 | 12.22 |
| HDFC Gold ETF Fund of Fund - Growth Option | 01-11-2011 | 30.94 | 25.08 | 21.86 | 14.05 | 12.21 |
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
