- Mutual Funds
- Axis Mutual Fund
- Axis Gold fund (RIDCW-A)
Axis Gold fund (RIDCW-A)
Precious Metals
Gold₹ 21.8402
NAV (Apr 22)
Gold funds provides inflation beating growth over the long term and is suitable for investment objectives with duration specific to the chosen fund.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.8402
NAV (Apr 22)
Fund Returns
Last 1Y | 20% |
Last 3Y | 13.9% |
Last 5Y | 17.1% |
Last 10Y | 7.5% |
Since Inception | 6.4% |
6 Month CAGR | 19.6% |
Scheme Information
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 | 410.004 |
ISIN | INF846K01AN9 |
Lock-in | No Lock-in |
Benchmark | Domestic Price of Gold |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.6 |
Standard Deviation (5yr) | 13.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.752 |
Sharpe Ratio (5yr) | 0.759 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Gold fund (RIDCW-A) | 11,25,341 | 3,92,729 | 17.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
axis gold etf
97.6%clearing corporation of india ltd
2.7%net receivables / (payables)
0.2%Comparison with Precious Metals Funds
| Fund Name | Fund Size | Long Term Performance |
|---|---|---|
₹ 1,677 cr | ||
₹ 1,810 cr | ||
₹ 1,677 cr | ||
₹ 1,677 cr | ||
₹ 1,709 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.8% | ||
5.5% | 7% | ||
5.8% | 8% | ||
5.8% | 7% | ||
- | 4.9% |
Axis Gold fund (RIDCW-A) Review
Axis Gold fund (RIDCW-A) is a Gold Precious Metals fund and has delivered an annualised return of 6.4% over a period of 12 years. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Aditya Pagaria.
Nav of Axis Gold fund (RIDCW-A) as of 4/22/2024 is ₹21.84 with the total AUM as of 4/23/2024 is ₹410.004. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Gold fund (RIDCW-A) was launched on Oct 20, 2011. The category risk of the fund is High Risk.
The minimum SIP amount for Axis Gold fund (RIDCW-A) 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 (RIDCW-A)?
How to invest in Axis Gold fund (RIDCW-A)?
You can invest in Axis Gold fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Axis Gold fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Gold fund (RIDCW-A) good to invest in?
As per Scripbox experts, Axis Gold fund (RIDCW-A) is a Neutral fund. You can investAxis Gold fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Axis Gold fund (RIDCW-A) is 0.5% for regular plan.