Should I invest in Axis Gold Fund?

We don't give personal investment advice. Axis Gold Fund - Regular Plan - IDCW 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 - IDCW

Latest NAV

₹44.6491

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

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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%	-3.73%	+4.74	3 / 100	Q1
1W	-0.69%	-4.70%	+4.01	51 / 100	Q3
2W	-1.65%	-4.26%	+2.60	87 / 100	Q4
1M	+5.17%	-2.40%	+7.58	13 / 100	Q1
3M	-8.02%	-4.89%	-3.13	84 / 97	Q4
6M	+21.49%	+3.08%	+18.42	17 / 89	Q1
YTD	+16.18%	-1.15%	+17.33	11 / 90	Q1
1Y	+58.84%	+22.24%	+36.61	14 / 77	Q1
2Y	+44.50%	+18.69%	+25.82	12 / 50	Q1
3Y	+35.07%	+15.32%	+19.75	8 / 41	Q1
4Y	+30.05%	+11.96%	+18.09	5 / 35	Q1
5Y	+24.45%	+8.32%	+16.13	2 / 27	Q1
7Y	+23.64%	+10.07%	+13.57	2 / 18	Q1
10Y	+16.77%	+8.25%	+8.52	3 / 17	Q1
Inception	+10.74%	+11.30%	-0.56	34 / 100	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%	+3.46%	+12.72	11 / 85
2025	+68.79%	+34.91%	+33.88	15 / 55
2024	+18.88%	+12.37%	+6.51	7 / 42
2023	+14.19%	+13.03%	+1.16	14 / 41
2022	+12.49%	+2.29%	+10.20	3 / 29
2021	-5.08%	+7.04%	-12.12	24 / 28
2020	+25.58%	+12.72%	+12.85	4 / 19
2019	+23.37%	+9.51%	+13.86	1 / 18
2018	+7.64%	+1.67%	+5.98	1 / 18
2017	+0.94%	+7.26%	-6.32	14 / 17
2016	+10.11%	+6.52%	+3.59	4 / 17

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

+10.85%

166 windows

min -17.2% · max 82.6%

68% positive

3-Year rolling

+8.33%

142 windows

min -11.4% · max 40.0%

73% positive

5-Year rolling

+8.18%

118 windows

min -4.9% · max 27.6%

75% positive

7-Year rolling

+8.82%

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

72.2%

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 - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹45.0142	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹42.9749	3 Jun 2026
Aditya Birla Sun Life Gold Fund-REGULAR - IDCW	Aditya Birla Sun Life	₹44.7132	3 Jun 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)	Motilal Oswal	₹32.1843	3 Jun 2026
Mirae Asset Gold ETF Fund of Fund - Regular Plan - IDCW	Mirae Asset	₹19.3000	3 Jun 2026
Edelweiss Gold and Silver ETF FOF - Regular Plan - IDCW	Edelweiss	₹36.4960	2 Jun 2026
DSP Gold ETF Fund of Fund - Regular - IDCW	DSP	₹24.0797	3 Jun 2026
HSBC Gold ETF Fund of fund - Regular IDCW	HSBC	₹10.6330	2 Jun 2026
Groww Gold ETF FOF - REGULAR - IDCW	Groww	₹18.8272	3 Jun 2026
Tata Gold ETF Fund of Fund Regular Plan IDCW Payout Option	Tata	₹23.4050	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹44.6491
2 Jun 2026	₹45.0273
1 Jun 2026	₹44.5770
31 May 2026	₹45.0013
29 May 2026	₹45.0025
27 May 2026	₹45.1496
26 May 2026	₹45.3416
25 May 2026	₹45.6894
22 May 2026	₹45.6772
21 May 2026	₹45.7960

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 - IDCW is ₹44.6491. It's a Fund of Funds - Domestic from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Gold Fund - Regular Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of 58.84% — +36.61 pp ahead of the Fund of Funds - Domestic category average of 22.24%. The fund ranks #14 of 77 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Gold Fund - Regular Plan - IDCW has delivered a CAGR of 35.07% — +19.75 pp ahead of the Fund of Funds - Domestic category average of 15.32%. The fund ranks #8 of 41 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Axis Gold Fund - Regular Plan - IDCW has delivered a CAGR of 24.45% — +16.13 pp ahead of the Fund of Funds - Domestic category average of 8.32%. The fund ranks #2 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Axis Gold Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹471,365 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 ₹220,889.

A ₹10,000 monthly SIP in Axis Gold Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹1,365,357 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 - IDCW = ₹1,200,000 invested. It would currently be worth ₹3,849,839 (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 - IDCW ranks #2 out of 27 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 8.32%; this fund delivered 24.45%.

The worst peak-to-trough decline Axis Gold Fund - Regular Plan - IDCW 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 - IDCW averaged 8.18% (best 27.57%, worst -4.91%). 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 - IDCW returned 68.79% — beating the Fund of Funds - Domestic category average of 34.91% by 33.88 pp. It ranked #15 of 55 in its category that year.

Axis Gold Fund - Regular Plan - IDCW 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 - IDCW 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.