AXIS Gold Fund
1,000
Min SIP
500
Min Lumpsum
0.17 %
Expense Ratio
Rating
316
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.6% | 7.8% | 13.6% | 5.3% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
AXIS Gold ETF
C C I
Net CA & Others
Others
Advance Ratio
0.75
Alpha
3.6
SD
-0.02
Beta
0.2
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 15 days from the date of allotment. Nil - If redeemed / switched out above 15 days from the date of allotment. |
|---|
Fund Objective
Fund House Details
The Axis Gold fund, an open-ended Gold Commodities scheme that belongs to Axis Mutual Fund House, was launched on Oct 20, 2011.
Fund rank according to category
| Category | Rank |
| 1 year returns | 4 |
| 3 year returns | 1 |
| 5 year returns | 1 |
The total AUM (Assets Under Management) for the Axis Gold Fund direct growth as of the 25th of Feb 2023 is ₹280.27 Cr.
Pros and Cons
| Pros | Cons |
| Consistency: Consistent high performance and top rank across all categories (1, 3, and 5-year returns) | Volatility: Gold prices can be volatile and may fluctuate rapidly in response to changes in global economic conditions, making gold investments risky, especially for short-term investors. |
| Diversification: Gold is a unique asset class, having a low correlation with other asset classes like stocks and bonds. | No income generation: Gold is an unproductive asset that generates no income, costing long-term investors any regular income. |
| Hedge against inflation: Gold has historically been a good hedge against inflation. | High expenses: Mutual funds like Axis Gold Fund charge management fees and other expenses that can affect investor returns over the long term. |
| Professional management: Axis Gold Fund is managed by professional fund managers with expertise in gold investments. | Lower alpha (-0.47): The fund has generated returns lower than the benchmark Domestic gold price in the last three years. |
| A lower expense ratio of 0.17% | – |
Fund Managers
Aditya Pagaria
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Other .
- FoFs Domestic .
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- 1,555
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16.2%Fund Size - 1,555
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7.5%Fund Size - 1,555
-
12.9%Fund Size - 1,555
-
- Other .
- FoFs Domestic .
-
- 92
-
17.3%Fund Size - 92
-
7.3%Fund Size - 92
-
13%Fund Size - 92
-
- Other .
- FoFs Domestic .
-
- 1,533
-
16.6%Fund Size - 1,533
-
7.3%Fund Size - 1,533
-
13.5%Fund Size - 1,533
-
- Other .
- FoFs Domestic .
-
- 711
-
17.4%Fund Size - 711
-
7.3%Fund Size - 711
-
12.9%Fund Size - 711
-
- Other .
- FoFs Domestic .
-
- 148
-
8%Fund Size - 148
-
6.3%Fund Size - 148
-
7.3%Fund Size - 148
AMC Contact Details
Axis Mutual Fund
AUM:
2,42,183 Cr
Address:
Axis House, 1st Floor,C-2, Wadia
international centre,Pandurang
Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com
Frequently Asked Questions
How to invest in AXIS Gold Fund ?
You can invest in AXIS Gold Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Gold Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of AXIS Gold Fund ?
The NAV of AXIS Gold Fund is ₹19.6 as of 01 June 2023.
How to redeem AXIS Gold Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of AXIS Gold Fund?
The minimum SIP amount of AXIS Gold Fund is ₹1000
What is the AUM of Axis Gold Direct Plan Growth?
The total AUM (Assets Under Management) for the Axis Gold Fund direct growth as of the 25th of Feb 2023 is ₹280.27 Cr.
What is the PE and PB ratio of Axis Gold Direct Plan Growth?
Axis Gold Direct Plan Growth’s PE ratio is calculated by dividing its market price by its earnings per share, while its PB ratio is determined by dividing its stock price per share by its book value per share (BVPS).
How much returns have AXIS Gold Fund generated ?
The AXIS Gold Fund has delivered 5.3% since inception
What is the expense ratio of AXIS Gold Fund ?
The expense ratio of AXIS Gold Fund is 0.17 % as of 01 June 2023.
What is the AUM of AXIS Gold Fund?
The AUM of AXIS Gold Fund is ₹2,42,183 Cr as of 01 June 2023
What are the top stock holdings of AXIS Gold Fund?
The top stock holdings of AXIS Gold Fund are
- AXIS Gold ETF - 99.82%
- C C I - 0.94%
- Net CA & Others - -0.76%
Can I invest in SIP and a Lump Sum of Axis Gold Direct Plan Growth?
Depending on your investment objective and risk tolerance, you can opt for a SIP or Lumpsum investment in Axis Gold Direct Plan Growth.