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  • Axis Gold Fund (G)
Axis Mutual Fund

Axis Gold Fund (G)

Precious Metals

Gold

21.4408

NAV (Sep 06)

11.869%
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

Good

The performance of the fund on a Long Term Performance metric has been Good

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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

21.4408

NAV (Sep 6)

Fund Returns

Last 1Y
19.6%
Last 3Y
13.8%
Last 5Y
11.9%
Last 10Y
8.3%
Since Inception
6.1%
6 Month CAGR
10.7%

Scheme Information

Investment Objective

The scheme seeks to generate returns that closely correspond to returns generated by Axis Gold ETF.

Expense Ratio
0.5
Launched (0y ago)
0.5
AUM in Crores
500.5
ISIN
INF846K01AL3
Lock-in
Benchmark
Domestic Price of Gold
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
10.6
Beta
0.9
Sharpe Ratio
0.6
YTM
Fund Managers

Aditya Pagaria

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Gold Fund (G)70%9,81,258 2,48,64611.9%
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 2024-05-29

Top Stock Holdings

Axis Gold ETF-Growth

97.7%
97.73%

Others

2.5%
2.49%

Others

-0.2%
-0.22%
See all holdings

Comparison with Precious Metals Funds

Fund NameFund Size
Kotak Gold Fund (G)
Kotak Gold Fund (G)

₹ 1,846 cr

₹ 2,067 cr

₹ 1,878 cr

₹ 1,906 cr

₹ 999 cr

amc-img

About the AMC

Axis Mutual Fund

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited owns the remaining 24%. Axis Mutual Fund (Axis MF) launched its first scheme in 2009. amc-img
phone-img022-24255161
Fund NameScripbox Opinion
Till Date CAGR

6.01%

7.007%

-

5.62%

5.646%

4.882%

6.088%

8.001%

5.9%

7.06%

Axis Gold Fund (G) Review

Axis Gold Fund (G) is a Precious Metals Precious Metals fund and has delivered an annualised return of 6.085% over a period of 12 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is [object Object].

Nav of Axis Gold Fund (G) as of 9/6/2024 is ₹21.44 with the total AUM as of 9/7/2024 is ₹500.49. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Gold Fund (G) was launched on 2011-10-20. The category risk of the fund is Low.

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 Precious Metals 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 3 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.