Axis Gold Fund
Direct · Growth ₹43.87
30 Oct 2026
NAV
11.6%
3Y CAGR
11.1%
5Y CAGR
10.9%
10Y CAGR
11.3%
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.
1.05
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.
0.18%
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 | 14.3% | -22.4% | 172.5% |
| 3 Years | ₹36.00 L | ₹41.66 L | 13.7% | -10.6% | 66.1% |
| 5 Years | ₹60.00 L | ₹80.49 L | 13.6% | -2.4% | 43.3% |
| 7 Years | ₹84.00 L | ₹1.28 Cr | 14.3% | 5.8% | 33.0% |
| 10 Years | ₹1.20 Cr | ₹2.30 Cr | 14.5% | 8.1% | 25.8% |
| 12 Years | ₹1.44 Cr | ₹4.30 Cr | 16.3% | 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 | Category avg |
|---|---|---|
| 1 Year | 14.3% | 20.8% |
| 3 Years | 13.7% | 27.4% |
| 5 Years | 13.6% | 17.6% |
| 7 Years | 14.3% | 12.5% |
| 10 Years | 14.5% | 12.6% |
| 12 Years | 16.3% | 13.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.8% | 9.8% | -18.4% | 115.7% | 0.36 | 0.97 | 74% | — | — |
| 3 Years | 11.6% | 11.1% | -8.8% | 44.4% | 0.48 | 1.33 | 88% | — | — |
| 5 Years | 11.1% | 12.2% | -3.1% | 28.6% | 0.66 | 1.60 | 91% | — | — |
| 10 Years | 10.9% | 10.0% | 4.7% | 19.8% | 1.05 | 11.37 | 100% | — | — |
-26.1%
Max Drawdown
28 mo
Drawdown Duration
44 mo
Recovery Time
-9.4%
Avg Drawdown
Calmar Ratio by Duration
0.53
1Y
0.44
3Y
0.42
5Y
0.45
7Y
0.42
10Y
0.43
12Y