Axis Gold Fund
Direct · Growth ₹48.19
18 Aug 2026
NAV
11.1%
3Y CAGR
10.7%
5Y CAGR
10.6%
10Y CAGR
11.0%
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.
1.00
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 | 14.4% | -22.4% | 172.5% |
| 3 Years | ₹36.00 L | ₹41.51 L | 13.3% | -10.6% | 66.1% |
| 5 Years | ₹60.00 L | ₹80.26 L | 13.2% | -2.4% | 43.3% |
| 7 Years | ₹84.00 L | ₹1.28 Cr | 14.0% | 5.8% | 33.0% |
| 10 Years | ₹1.20 Cr | ₹2.29 Cr | 14.2% | 8.1% | 25.8% |
| 12 Years | ₹1.44 Cr | ₹4.15 Cr | 16.1% | 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% | 14.4% | 22.6% | +0.0% |
| 3 Years | 13.3% | 11.1% | 19.6% | +2.2% |
| 5 Years | 13.2% | 10.4% | 13.0% | +2.8% |
| 7 Years | 14.0% | 10.6% | 13.0% | +3.5% |
| 10 Years | 14.2% | 11.5% | 12.2% | +2.7% |
| 12 Years | 16.1% | 11.4% | 12.6% | +4.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.5% | 9.5% | -18.4% | 115.7% | 0.35 | 0.93 | 74% | — | — |
| 3 Years | 11.1% | 10.8% | -8.8% | 44.4% | 0.45 | 1.21 | 87% | — | — |
| 5 Years | 10.7% | 12.0% | -3.1% | 28.6% | 0.63 | 1.47 | 90% | — | — |
| 10 Years | 10.6% | 9.8% | 4.7% | 19.8% | 1.00 | 10.35 | 100% | — | — |
-26.1%
Max Drawdown
28 mo
Drawdown Duration
44 mo
Recovery Time
-9.3%
Avg Drawdown
Calmar Ratio by Duration
0.52
1Y
0.43
3Y
0.41
5Y
0.44
7Y
0.40
10Y
0.42
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +53.34 | 0.80 | 100.3% | 35.2% | 52.4% | -2.9% |
| 3 Years | +29.20 | 0.30 | 46.2% | 2.9% | 36.1% | 7.8% |
| 5 Years | +18.51 | 0.13 | 28.6% | -0.9% | 25.2% | 7.8% |
| 7 Years | +14.62 | 0.05 | 17.6% | -4.8% | 21.4% | 11.8% |
| 10 Years | +9.54 | 0.02 | 11.9% | -7.1% | 16.1% | 10.8% |
| 12 Years | +7.30 | 0.00 | 9.4% | -7.3% | 13.8% | 9.8% |
| 15 Years | +3.57 | -0.01 | 5.8% | -8.3% | 10.0% | 9.7% |