Axis Gold Fund
Direct · Growth ₹46.50
18 Jun 2026
NAV
10.8%
3Y CAGR
10.5%
5Y CAGR
10.3%
10Y CAGR
10.8%
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.
0.95
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 | ₹12.51 L | 14.4% | -22.4% | 172.5% |
| 3 Years | ₹36.00 L | ₹41.44 L | 12.9% | -10.6% | 66.1% |
| 5 Years | ₹60.00 L | ₹80.09 L | 12.9% | -2.4% | 43.3% |
| 7 Years | ₹84.00 L | ₹1.27 Cr | 13.8% | 5.8% | 33.0% |
| 10 Years | ₹1.20 Cr | ₹2.27 Cr | 13.9% | 8.1% | 25.8% |
| 12 Years | ₹1.44 Cr | ₹3.80 Cr | 15.8% | 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% | 24.7% | -0.2% |
| 3 Years | 12.9% | 11.2% | 20.3% | +1.8% |
| 5 Years | 12.9% | 10.4% | 13.3% | +2.4% |
| 7 Years | 13.8% | 10.6% | 12.8% | +3.2% |
| 10 Years | 13.9% | 11.5% | 12.1% | +2.4% |
| 12 Years | 15.8% | 11.4% | 12.6% | +4.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.0% | 9.2% | -18.4% | 115.7% | 0.33 | 0.86 | 74% | — | — |
| 3 Years | 10.8% | 10.5% | -8.8% | 44.4% | 0.43 | 1.11 | 87% | — | — |
| 5 Years | 10.5% | 11.9% | -3.1% | 28.6% | 0.61 | 1.37 | 90% | — | — |
| 10 Years | 10.3% | 9.5% | 4.7% | 19.8% | 0.95 | 9.54 | 100% | — | — |
-26.1%
Max Drawdown
28 mo
Drawdown Duration
44 mo
Recovery Time
-9.1%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.41
3Y
0.40
5Y
0.43
7Y
0.40
10Y
0.41
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +47.70 | 0.78 | 92.0% | 29.5% | 47.1% | -2.6% |
| 3 Years | +26.68 | 0.29 | 43.5% | 2.8% | 33.9% | 8.8% |
| 5 Years | +17.51 | 0.12 | 26.8% | -1.7% | 24.3% | 9.0% |
| 7 Years | +16.15 | 0.04 | 16.6% | -7.4% | 22.8% | 10.9% |
| 10 Years | +9.36 | 0.01 | 10.9% | -7.9% | 15.9% | 11.4% |
| 12 Years | +7.16 | -0.00 | 8.4% | -8.2% | 13.7% | 10.2% |
| 15 Years | +3.32 | -0.01 | 5.2% | -8.7% | 9.8% | 9.7% |