Axis Gold Fund Direct Growth

Scheme code: INF846K01DS2 NAV value: ₹ 29.7045 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	14.59	39.78	24.71	20.96
3 year	-1.28	20.69	11.36	12.29
5 year	6.71	17.94	12.27	10.81
7 year	1.89	16.08	9.13	9.64
10 year	4.63	11.99	7.87	9.87
12 year	6.60	8.43	7.67	10.56

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	24.71
3 year	6.28	33.32	15.57	11.36
5 year	0.74	26.02	12.91	12.27
7 year	3.33	15.62	11.64	9.13
10 year	3.49	17.22	10.65	7.87
12 year	3.07	16.17	10.8	7.67
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	24.71
3 year	6.56	32.12	15.66	11.36
5 year	1	26.2	12.75	12.27
7 year	3.8	15.42	11.84	9.13
10 year	3.8	18	11.09	7.87
12 year	3.63	16.86	11.19	7.67
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	24.71
3 year	7.68	33.37	17	11.36
5 year	0.71	27.63	13.15	12.27
7 year	3.76	16.01	12.04	9.13
10 year	3.56	16.94	10.94	7.87
12 year	3.31	16.54	10.99	7.67
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	24.71
3 year	8.04	34.46	17.98	11.36
5 year	0.69	28.64	13.53	12.27
7 year	3.97	16.42	12.35	9.13
10 year	3.53	17.72	11.24	7.87
12 year	3.1	16.97	11.25	7.67
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 24.71% - Median return: 23.35% - Average standard deviation: 4.02

Rolling return for 3 year

- Average return: 11.36% - Median return: 11.64% - Average standard deviation: 1.4

Rolling return for 5 year

- Average return: 12.27% - Median return: 12.63% - Average standard deviation: 0.78

Rolling return for 7 year

- Average return: 9.13% - Median return: 8.71% - Average standard deviation: 0.54

Rolling return for 10 year

- Average return: 7.87% - Median return: 7.56% - Average standard deviation: 0.39

Rolling return for 12 year

- Average return: 7.67% - Median return: 7.82% - Average standard deviation: 0.27

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,43,606	1,43,606	11.97
3 year	36,00,000	43,10,909	7,10,909	6.19
5 year	60,00,000	82,73,647	22,73,647	6.64
7 year	84,00,000	1,27,08,143	43,08,143	6.09
10 year	1,20,00,000	2,13,83,349	93,83,349	5.95
12 year	1,44,00,000	3,13,27,550	1,69,27,550	6.69

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	11.97
3 year	7.35	6.19
5 year	7.28	6.64
7 year	6.36	6.09
10 year	5.93	5.95
12 year	6.09	6.69

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	11.97
3 year	7.51	6.19
5 year	7.25	6.64
7 year	6.38	6.09
10 year	6.15	5.95
12 year	6.3	6.69

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	11.97
3 year	8.25	6.19
5 year	7.64	6.64
7 year	6.58	6.09
10 year	6.21	5.95
12 year	6.36	6.69

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	11.97
3 year	8.74	6.19
5 year	7.97	6.64
7 year	6.78	6.09
10 year	6.43	5.95
12 year	6.57	6.69

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,43,606 - Absolute Returns: ₹1,43,606 - CAGR: 11.97%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,10,909 - Absolute Returns: ₹7,10,909 - CAGR: 6.19%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹82,73,647 - Absolute Returns: ₹22,73,647 - CAGR: 6.64%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,27,08,143 - Absolute Returns: ₹43,08,143 - CAGR: 6.09%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,13,83,349 - Absolute Returns: ₹93,83,349 - CAGR: 5.95%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,13,27,550 - Absolute Returns: ₹1,69,27,550 - CAGR: 6.69%