Should I invest in Axis Gold Fund?

We don't give personal investment advice. Axis Gold Fund - Regular 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: 25.9%. 5-year CAGR: 24.45%.

Axis

Axis Gold Fund - Regular Plan - Growth Option

Latest NAV

₹44.5935

As of

3 Jun 2026

3,600 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%	+0.30%	+0.71	5 / 109	Q1
1W	-0.69%	-0.70%	+0.01	56 / 109	Q3
2W	-1.65%	-0.35%	-1.31	95 / 109	Q4
1M	+5.17%	+2.29%	+2.89	21 / 109	Q1
3M	-8.02%	-0.25%	-7.77	94 / 106	Q4
6M	+21.50%	+9.88%	+11.62	18 / 92	Q1
YTD	+16.18%	+5.17%	+11.01	15 / 94	Q1
1Y	+58.84%	+33.10%	+25.75	15 / 76	Q1
2Y	+44.51%	+22.95%	+21.55	16 / 53	Q2
3Y	+35.07%	+21.56%	+13.51	14 / 46	Q2
4Y	+30.05%	+17.07%	+12.99	8 / 36	Q1
5Y	+24.45%	+13.33%	+11.13	5 / 26	Q1
7Y	+23.64%	+14.80%	+8.85	3 / 16	Q1
10Y	+16.77%	+11.19%	+5.58	2 / 12	Q1
Inception	+10.73%	+17.13%	-6.40	48 / 109	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	+16.18%	+5.20%	+10.98	15 / 93
2025	+68.79%	+38.72%	+30.07	16 / 58
2024	+18.88%	+18.45%	+0.43	11 / 47
2023	+14.19%	+18.51%	-4.32	22 / 43
2022	+12.49%	+0.21%	+12.28	4 / 31
2021	-5.09%	+11.59%	-16.68	20 / 23
2020	+25.58%	+19.23%	+6.35	5 / 17
2019	+23.38%	+13.31%	+10.07	2 / 16
2018	+7.63%	+2.19%	+5.44	1 / 15
2017	+0.94%	+11.24%	-10.30	12 / 12
2016	+10.10%	+8.65%	+1.46	3 / 12

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

+10.84%

166 windows

min -17.3% · max 82.6%

68% positive

3-Year rolling

+8.33%

142 windows

min -11.4% · max 40.0%

73% positive

5-Year rolling

+8.17%

118 windows

min -4.9% · max 27.6%

75% positive

7-Year rolling

+8.81%

93 windows

min -1.2% · max 24.5%

90% 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

18.69%

3-year · annualised

Sharpe ratio

1.37

vs risk-free 6.5%

Sortino ratio

2.80

Downside-only deviation

Max drawdown

-25.86%

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
SBI GOLD FUND REGULAR PLAN - GROWTH	SBI	₹45.0074	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - Growth	Invesco	₹42.9701	3 Jun 2026
Bandhan Gold ETF FOF-Regular-Growth	Bandhan	₹10.0683	3 Jun 2026
Quantum Gold Savings Fund - Regular Plan Growth Option	Quantum	₹58.2494	3 Jun 2026
Mirae Asset Gold ETF Fund of Fund - Regular Plan - Growth	Mirae Asset	₹19.3120	3 Jun 2026
Kotak Gold Silver Passive FOF - Regular Plan - Growth	Kotak	₹16.2720	3 Jun 2026
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth	Edelweiss	₹36.4960	2 Jun 2026
DSP Gold ETF Fund of Fund - Regular - Growth	DSP	₹24.0797	3 Jun 2026
HSBC Gold ETF Fund of fund - Regular Growth	HSBC	₹10.6331	2 Jun 2026
Baroda BNP Paribas Gold ETF Fund of Funds Regular Growth	Baroda BNP Paribas	₹15.3613	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹44.5935
2 Jun 2026	₹44.9713
1 Jun 2026	₹44.5215
31 May 2026	₹44.9453
29 May 2026	₹44.9465
27 May 2026	₹45.0934
26 May 2026	₹45.2852
25 May 2026	₹45.6325
22 May 2026	₹45.6204
21 May 2026	₹45.7390

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 - Regular Plan - Growth Option is ₹44.5935. It's a Fund of Funds - Domestic from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Gold Fund - Regular Plan - Growth Option has NAV history starting from 25 Oct 2011, a track record of about 14 years 7 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of 58.84% — +25.75 pp ahead of the Fund of Funds - Domestic category average of 33.10%. The fund ranks #15 of 76 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Gold Fund - Regular Plan - Growth Option has delivered a CAGR of 35.07% — +13.51 pp ahead of the Fund of Funds - Domestic category average of 21.56%. The fund ranks #14 of 46 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Gold Fund - Regular Plan - Growth Option has delivered a CAGR of 24.45% — +11.13 pp ahead of the Fund of Funds - Domestic category average of 13.33%. The fund ranks #5 of 26 in its category — the top (Q1) quartile.

₹1 lakh invested in Axis Gold Fund - Regular Plan - Growth Option exactly 10 years ago would be worth approximately ₹471,325 today — a multiplier of 4.71×, based on the 10-year CAGR of 16.77%. The category average over the same window would have grown ₹1 lakh to ₹288,801.

A ₹10,000 monthly SIP in Axis Gold Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹1,365,382 today. That's an XIRR (money-weighted annualised return) of 33.59%.

A ₹10,000 monthly SIP for 10 years in Axis Gold Fund - Regular Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹3,849,729 (multiplier 3.21×). XIRR: 22.05%. 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 - Regular Plan - Growth Option ranks #5 out of 26 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 13.32%; this fund delivered 24.45%.

The worst peak-to-trough decline Axis Gold Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 25.86% — 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 - Regular Plan - Growth Option averaged 8.17% (best 27.57%, worst -4.92%). 75% of rolling windows ended positive. The 5-year Sharpe ratio is 1.04 — strong risk-adjusted performance.

In calendar year 2025, Axis Gold Fund - Regular Plan - Growth Option returned 68.79% — beating the Fund of Funds - Domestic category average of 38.72% by 30.07 pp. It ranked #16 of 58 in its category that year.

Axis Gold Fund - Regular 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 - Regular 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: 25.9%. 5-year CAGR: 24.45%.

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