Axis Gold Fund - Direct Plan - Growth option
Axis Mutual Fund Other FoF Domestic
Expense Ratio
0.17%
AUM
₹750.81 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+240.32%
Excellent
6 Months
+122.51%
Excellent
1 Year
+74.76%
Excellent
3 Years
+36.65%
Excellent
5 Years
+24.90%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹750.81 Cr
Recent Trend
Growing
Stability Score
51.2
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+159.22%
3Y
3Y CAGR
+671.13%
5Y
5Y CAGR
+1341.49%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.10%
Annualized standard deviation
Sharpe Ratio
0.954
Fair - Risk-adjusted return
Max Drawdown
-20.70%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
1.08%
Average daily price movement
Annualized Volatility
17.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance