Should I invest in Axis Gold Fund?

We don't give personal investment advice. Axis Gold Fund - Direct Plan - Growth option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.8%. 5-year CAGR: 24.77%.

Axis

Axis Gold Fund - Direct Plan - Growth option

Latest NAV

₹48.6189

As of

3 Jun 2026

3,309 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+1.01%	+0.29%	+0.72	7 / 141	Q1
1W	-0.69%	-4.10%	+3.41	69 / 146	Q2
2W	-1.64%	-3.71%	+2.07	124 / 146	Q4
1M	+5.20%	-1.37%	+6.57	24 / 146	Q1
3M	-7.96%	-4.09%	-3.86	123 / 142	Q4
6M	+21.68%	+5.38%	+16.30	24 / 128	Q1
YTD	+16.32%	+0.92%	+15.40	22 / 130	Q1
1Y	+59.34%	+26.48%	+32.87	23 / 111	Q1
2Y	+44.97%	+14.22%	+30.75	22 / 85	Q2
3Y	+35.44%	+13.46%	+21.99	20 / 78	Q2
4Y	+30.38%	+8.74%	+21.64	12 / 67	Q1
5Y	+24.77%	+3.43%	+21.34	6 / 53	Q1
7Y	+23.96%	+0.33%	+23.63	5 / 39	Q1
10Y	+17.22%	-3.29%	+20.51	4 / 36	Q1
Inception	+11.47%	+13.78%	-2.31	69 / 146	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+16.32%	+4.98%	+11.34	22 / 124
2025	+69.36%	+36.63%	+32.73	23 / 86
2024	+19.10%	+17.92%	+1.18	19 / 74
2023	+14.32%	+19.60%	-5.28	39 / 70
2022	+12.78%	-5.29%	+18.08	6 / 60
2021	-4.86%	+15.46%	-20.32	42 / 48
2020	+25.99%	+14.30%	+11.69	9 / 41
2019	+23.59%	+11.39%	+12.19	3 / 38
2018	+8.30%	+3.51%	+4.79	2 / 36
2017	+1.79%	+12.36%	-10.56	35 / 36
2016	+11.37%	+9.81%	+1.56	9 / 36

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.68%

152 windows

min -16.0% · max 83.2%

72% positive

3-Year rolling

+10.69%

127 windows

min -7.3% · max 40.3%

87% positive

5-Year rolling

+10.41%

103 windows

min -2.3% · max 27.9%

90% positive

7-Year rolling

+11.03%

79 windows

min 2.6% · max 24.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.68%

3-year · annualised

Sharpe ratio

1.39

vs risk-free 6.5%

Sortino ratio

2.84

Downside-only deviation

Max drawdown

-25.83%

Jan 2026 → Mar 2026

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
Nippon India Gold Savings Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹61.5187	3 Jun 2026
SBI GOLD FUND- DIRECT PLAN - GROWTH	SBI	₹47.1772	3 Jun 2026
ICICI Prudential Gold ETF FOF - Direct Plan - Growth	ICICI Prudential	₹49.3606	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹44.7329	3 Jun 2026
Bandhan Gold ETF FOF-Direct-Growth	Bandhan	₹10.0858	3 Jun 2026
Quantum Gold Savings Fund - Direct Plan Growth Option	Quantum	₹59.1417	3 Jun 2026
Aditya Birla Sun Life Gold Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹46.6066	3 Jun 2026
Mirae Asset Gold ETF Fund of Fund - Direct Plan - Growth	Mirae Asset	₹19.4700	3 Jun 2026
Kotak Gold Fund Growth - Direct	Kotak	₹62.3052	3 Jun 2026
Edelweiss Gold and Silver ETF FOF - Direct Plan - Growth	Edelweiss	₹37.0430	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹48.6189
2 Jun 2026	₹49.0303
1 Jun 2026	₹48.5396
31 May 2026	₹49.0012
29 May 2026	₹49.0017
27 May 2026	₹49.1610
26 May 2026	₹49.3697
25 May 2026	₹49.7480
22 May 2026	₹49.7335
21 May 2026	₹49.8624

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Gold Fund - Direct Plan - Growth option is ₹48.6189. It's a Fund of Funds - Domestic from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Gold Fund - Direct Plan - Growth option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Gold Fund - Direct Plan - Growth option is managed by Axis. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Gold Fund - Direct Plan - Growth option has delivered a absolute return of 59.34% — +32.87 pp ahead of the Fund of Funds - Domestic category average of 26.48%. The fund ranks #23 of 111 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Gold Fund - Direct Plan - Growth option has delivered a CAGR of 35.44% — +21.99 pp ahead of the Fund of Funds - Domestic category average of 13.46%. The fund ranks #20 of 78 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Gold Fund - Direct Plan - Growth option has delivered a CAGR of 24.77% — +21.34 pp ahead of the Fund of Funds - Domestic category average of 3.43%. The fund ranks #6 of 53 in its category — the top (Q1) quartile.

₹1 lakh invested in Axis Gold Fund - Direct Plan - Growth option exactly 10 years ago would be worth approximately ₹489,777 today — a multiplier of 4.90×, based on the 10-year CAGR of 17.22%. The category average over the same window would have grown ₹1 lakh to ₹71,576.

A ₹10,000 monthly SIP in Axis Gold Fund - Direct Plan - Growth option over the last 5 years — total invested ₹600,000 — would be worth ₹1,375,633 today. That's an XIRR (money-weighted annualised return) of 33.91%.

A ₹10,000 monthly SIP for 10 years in Axis Gold Fund - Direct Plan - Growth option = ₹1,200,000 invested. It would currently be worth ₹3,916,789 (multiplier 3.26×). XIRR: 22.37%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Gold Fund - Direct Plan - Growth option ranks #6 out of 53 funds in the Fund of Funds - Domestic category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 3.43%; this fund delivered 24.77%.

The worst peak-to-trough decline Axis Gold Fund - Direct Plan - Growth option has experienced over the last 5-year window is 25.82% — its NAV fell from a high on 29 Jan 2026 to a low on 23 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Gold Fund - Direct Plan - Growth option averaged 10.41% (best 27.86%, worst -2.29%). 90% of rolling windows ended positive. The 5-year Sharpe ratio is 1.06 — strong risk-adjusted performance.

In calendar year 2025, Axis Gold Fund - Direct Plan - Growth option returned 69.36% — beating the Fund of Funds - Domestic category average of 36.63% by 32.73 pp. It ranked #23 of 86 in its category that year.

Axis Gold Fund - Direct Plan - Growth option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Gold Fund - Direct Plan - Growth option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.8%. 5-year CAGR: 24.77%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.