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Axis Gold Fund - Direct Plan - IDCW

Axis · Commodity
High
₹44.29
Current NAV
26 Oct 2026
16.2%
1Y Return
30.8%
3Y CAGR
22.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.3%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.30).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.80).
  • Very large asset base (AUM: ₹19,850 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.30
Sharpe Ratio
1.20
Beta
5.80
Alpha
1.69
Sortino
Fund Details
Fund House Axis
Category Commodity
AUM ₹19850 Cr
Expense Ratio 0.30%
Min SIP ₹500
Min Lumpsum ₹1000
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