Axis Gold Fund
Direct · Growth ₹45.52
06 Jul 2026
NAV
11.0%
3Y CAGR
10.6%
5Y CAGR
10.5%
10Y CAGR
10.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.98
Sharpe
-26.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 14.4% | -22.4% | 172.5% |
| 3 Years | ₹36.00 L | ₹41.47 L | 13.2% | -10.6% | 66.1% |
| 5 Years | ₹60.00 L | ₹80.21 L | 13.1% | -2.4% | 43.3% |
| 7 Years | ₹84.00 L | ₹1.28 Cr | 13.9% | 5.8% | 33.0% |
| 10 Years | ₹1.20 Cr | ₹2.28 Cr | 14.1% | 8.1% | 25.8% |
| 12 Years | ₹1.44 Cr | ₹3.99 Cr | 16.0% | 10.7% | 22.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 14.4% | 14.5% | 23.2% | -0.1% |
| 3 Years | 13.2% | 11.2% | 20.0% | +2.0% |
| 5 Years | 13.1% | 10.4% | 13.3% | +2.6% |
| 7 Years | 13.9% | 10.6% | 12.9% | +3.4% |
| 10 Years | 14.1% | 11.5% | 12.2% | +2.6% |
| 12 Years | 16.0% | 11.4% | 12.5% | +4.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.3% | 9.4% | -18.4% | 115.7% | 0.34 | 0.90 | 74% | — | — |
| 3 Years | 11.0% | 10.8% | -8.8% | 44.4% | 0.44 | 1.17 | 87% | — | — |
| 5 Years | 10.6% | 12.0% | -3.1% | 28.6% | 0.62 | 1.43 | 90% | — | — |
| 10 Years | 10.5% | 9.7% | 4.7% | 19.8% | 0.98 | 10.03 | 100% | — | — |
-26.1%
Max Drawdown
28 mo
Drawdown Duration
44 mo
Recovery Time
-9.2%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.42
3Y
0.41
5Y
0.43
7Y
0.40
10Y
0.42
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +46.15 | 0.81 | 95.6% | 37.8% | 43.3% | -5.2% |
| 3 Years | +25.70 | 0.30 | 43.6% | 3.9% | 32.2% | 6.5% |
| 5 Years | +16.45 | 0.13 | 26.7% | -0.9% | 23.2% | 8.5% |
| 7 Years | +14.55 | 0.04 | 16.4% | -6.0% | 21.2% | 11.3% |
| 10 Years | +8.59 | 0.02 | 11.0% | -7.2% | 15.2% | 10.7% |
| 12 Years | +6.79 | -0.00 | 8.7% | -7.5% | 13.3% | 9.7% |
| 15 Years | +3.06 | -0.01 | 5.2% | -8.3% | 9.5% | 9.6% |