Axis Gold Fund Direct Growth

Scheme code: INF846K01DS2 NAV value: ₹ 46.0855 NAV date: 19 March, 2026 TER: 0.17%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-18.37	115.73	8.79	12.08	37.82
3 year	-8.82	44.43	10.03	10.19	23.45
5 year	-3.11	28.59	11.68	10.02	10.6
7 year	1.98	26.35	8.99	10.63	10.34
10 year	4.69	19.78	8.94	9.85	10.54
12 year	6.67	14.74	10.09	10.24	10.91

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	12.08
3 year	6.28	30.95	15.04	10.19
5 year	8.38	26.02	14.22	10.02
7 year	10.18	15.62	12.93	10.63
10 year	11.42	12.93	12.18	9.85
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	12.08
3 year	6.56	19.64	13.57	10.19
5 year	9.22	12.29	10.75	10.02

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	12.08
3 year	7.68	21.49	15.06	10.19
5 year	10.37	13.5	11.93	10.02

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	12.08
3 year	8.04	32.03	17.81	10.19
5 year	8.18	28.64	15.34	10.02
7 year	10.64	16.42	13.77	10.63
10 year	12.56	14.06	13.31	9.85

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,58,857 - Absolute Returns: ₹58,857 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,20,860 - Absolute Returns: ₹6,20,860 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,95,960 - Absolute Returns: ₹20,95,960 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,30,98,460 - Absolute Returns: ₹46,98,460 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,34,45,974 - Absolute Returns: ₹1,14,45,974 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,65,88,774 - Absolute Returns: ₹2,21,88,774 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.15 %

Drawdown Duration

28 months

Recovery Time

44 months

Avg Drawdown

-9.00 %

Calmar Ratio by Duration

1 Y

0.462

3 Y

0.3897

5 Y

0.3832

7 Y

0.4066

10 Y

0.3767

12 Y

0.3916

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	65.55	0.21	60.3	-22.3	71.53 %	4.00 %
3 years	29.28	0.13	34.9	-12.7	36.39 %	11.28 %
5 years	19.77	0.03	22.4	-8.9	26.36 %	9.44 %
7 years	17.55	-0.01	12.5	-13.0	24.00 %	10.74 %
10 years	10.80	-0.03	8.3	-12.4	17.16 %	12.06 %
12 years	7.69	-0.02	8.3	-12.1	14.10 %	10.00 %
15 years	4.66	-0.02	8.3	-12.1	11.13 %	7.92 %