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  • Axis Gold fund (Growth)
Axis Mutual Fund

Axis Gold fund (Growth)

Precious MetalsGold

18.6711

NAV (Feb 21)

12%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in gold mutual funds.

Gold funds provides inflation beating growth over the long term and is suitable for investment objectives with duration specific to the chosen fund.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Long Term Performance

Category Leader

The fund has been a Category Leader on the Long Term Performance metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.6711

NAV (Feb 21)

Fund Returns

Last 1Y
9%
Last 3Y
9.3%
Last 5Y
12%
Last 10Y
5.5%
Since Inception
5.2%
6 Month CAGR
5.3%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns that are in line with the performance of gold.

Expense Ratio
0.5
Launched (13y ago)
Oct 20, 2011
AUM in Crores
376.636
ISIN
INF846K01AL3
Lock-in
No Lock-in
Benchmark
Domestic Price of Gold
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.1
Standard Deviation (5yr)
13.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.262
Sharpe Ratio (5yr)
0.617
YTM
0
Fund Managers

Devang Shah

Fund Manager

Aditya Pagaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Gold fund (Growth)70%9,84,571 2,51,95912%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-21

Top Stock Holdings

axis gold etf

98.2%
98.2%

clearing corporation of india ltd

2.1%
2.1%

net receivables / (payables)

0.3%
0.3%
See all holdings

Comparison with Precious Metals Funds

Fund NameFund SizeLong Term Performance
Kotak Gold Fund (G)
Kotak Gold Fund (G)

₹ 1,590 cr

₹ 1,695 cr

₹ 1,590 cr

₹ 1,590 cr

₹ 1,602 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 275,915 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
022-43255161
customerservice@axismf.com
Fund NameScripbox Opinion
Till Date CAGR

5.3%

7.9%

5.3%

7%

5.9%

8%

5.1%

7.5%

5.9%

7%

Axis Gold fund (G) Review

Axis Gold fund (G) is a Gold Precious Metals fund and has delivered an annualised return of 5.2% over a period of 12 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Devang Shah.

Nav of Axis Gold fund (G) as of 2/21/2024 is ₹18.67 with the total AUM as of 2/22/2024 is ₹376.636. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Gold fund (G) was launched on Oct 20, 2011. The category risk of the fund is High Risk.

The minimum SIP amount for Axis Gold fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Axis Gold fund (G)?

Axis Gold fund (G) is a Gold Precious Metals scheme predominantly investing across Precious Metals instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Gold fund (G)?

You can invest in Axis Gold fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Gold fund (G)?

The minimum sip amount for Axis Gold fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Gold fund (G) good to invest in?

As per Scripbox experts, Axis Gold fund (G) is a Neutral fund. You can investAxis Gold fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Gold fund (G)?

The expense ratio of the Axis Gold fund (G) is 0.5% for regular plan.