Axis Gold Fund - Regular Plan

Value Research Rating

5 star

Analyst’s Choice

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Riskometer

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High

₹27.4311 1.32%

As on 16-May-2025

Returns

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Calculate SIP Returns of Axis Gold Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Axis Gold Fund - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
VR Opinion
Risk info
Return (%)
Expense Ratio (%) info
Axis Gold Fund - Regular Plan
5 star
unlock fund advisor
High
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0.50
4 star
unlock fund advisor
Very High
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0.35
3 star
unlock fund advisor
Very High
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0.49
2 star
unlock fund advisor
High
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0.50
1 star
unlock fund advisor
High
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0.35

Other details of Axis Gold Fund - Regular Plan

Assets

info

₹1,033 Cr

Exit Load (Days)

info

1.00 (15)

Min. Investment (₹)

100

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

100

Min. No of Cheques

6

Investment Strategy

The scheme seeks to generate returns that closely correspond to returns generated by Axis Gold ETF.

Suitability

  • Gold funds are suitable in a limited exposure for hedge against market volatility. Otherwise, they can be avoided. Read this article to know why.
  • Equity funds are more suitable for long term wealth creation.

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

  • If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Axis Gold Fund - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Gold Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Gold Fund - Regular Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Axis Gold Fund - Regular Plan, is ₹27.4311 as of 17-May-2025.

Company Percentage of Portfolio

Axis Gold ETF

97.69
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Over the past five years, Axis Gold Fund - Regular Plan has delivered an annualised return of 13.15% as of 17-May-2025.

The minimum investment required to start investing in Axis Gold Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.