Overview
Axis Gold Direct Plan Growth
Axis Mutual Fund
The scheme seeks to generate returns that closely correspond to returns generated by Axis Gold ETF.
Investments in Axis Gold Direct Plan Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 31.0717
Fund Size (AUM)
₹944.45 Cr
Risk
High (Risk rating: 5/10)
Minimum Investment
Lumpsum: ₹ 100
SIP: ₹100
Launch Date
01-Jan-2013
Expense Ratio
0.17%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Benchmark
Domestic Price of Gold
Standard Deviation
11.38
History
Performance & Ratios
1-Year SIP Return
30.6%
3-Year SIP Return
22.84%
5-Year SIP Return
16.97%
Mean Return
10.07%
Alpha
0.44
Beta
0.94
Sharpe Ratio
1.05
Sortino Ratio
2.32
Information Ratio
-0.14
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 30.6% | 21.46% | 14.21% | 3.27% |
| Category Average | 29.51% | 21.0% | 13.98% | N/A |
| Rank Within Category | 6 | 3 | 8 | N/A |
Holdings (1)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| Axis Gold ETF-Growth | None | Mutual Fund | 97.53% |
Holdings Analysis
Peer Comparison
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 100
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: 1, 7, 10, 15, 25
Min Amount: ₹ 500
Min Installments: 6
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: 1, 5, 10, 15, 25
Min Amount: ₹ 1000
Min Installments: 6
AMC Details
Asset Management Company
Axis Mutual Fund
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017. Axis Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer's view and long-term relationship.
Axis Mutual Fund houses more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.
They also believe in leveraging the equity of the brand 'Axis' and aim at building a relationship with stakeholders. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.
Launch Date
2009-09-04T00:00:00.759Z
Total AUM
₹ 305435.43 Cr
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Website
Sub Type
None
Sub Type Info
None
Tax Impact
None
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Axis Gold Direct Plan Growth
Axis Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Axis Gold Direct Plan Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Axis Gold Direct Plan Growth?
The top stocks held by Axis Gold Direct Plan Growth include Axis Gold ETF-Growth.
Which industries does Axis Gold Direct Plan Growth invest in?
Axis Gold Direct Plan Growth primarily invests in the following industries: None.
Who is the fund manager of Axis Gold Direct Plan Growth?
The fund manager of Axis Gold Direct Plan Growth is Pratik Tibrewal.
How many years has the fund manager been managing Axis Gold Direct Plan Growth?
Pratik Tibrewal: Calculating...
What is the minimum investment for Axis Gold Direct Plan Growth?
The minimum investment for Axis Gold Direct Plan Growth is ₹100 for lumpsum investments and ₹100 for SIPs.
What are the average 1-year returns for Axis Gold Direct Plan Growth?
Calculating...
What are the average 3-year returns for Axis Gold Direct Plan Growth?
Calculating...
What is the expense ratio of Axis Gold Direct Plan Growth, and how does it compare to its category?
The expense ratio of Axis Gold Direct Plan Growth is 0.17%. No category comparison data is available.