Home Funds Axis Gold and Silver Passive FOF - Regular Plan -

Axis Gold and Silver Passive FOF - Regular Plan - Growth

Axis · Fund of Funds
Moderate
₹10.15
Current NAV
25 Jun 2026
20.1%
1Y Return
18.1%
3Y CAGR
21.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Very large asset base (AUM: ₹11,460 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.41
Sharpe Ratio
0.41
Beta
-2.59
Alpha
1.57
Sortino
Fund Details
Fund House Axis
Category Fund of Funds
AUM ₹11460 Cr
Expense Ratio 1.21%
Min SIP ₹500
Min Lumpsum ₹1000
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