Axis Gold Fund - Regular Plan
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Axis Gold Fund - Regular Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Gold Fund - Regular Plan
|
Very High
|
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0.48 |
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|
High
|
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0.42 |
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|
High
|
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0.53 |
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|
High
|
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0.71 |
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|
High
|
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0.51 |
Other details of Axis Gold Fund - Regular Plan
Assets
₹2,809 Cr
Exit Load (Days)
1.00 (15)
Min. Investment (₹)
100
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About Axis Gold Fund - Regular Plan
Axis Gold Fund - Regular Plan is a commodities mutual fund scheme of Axis Mutual Fund. Launched on October 20, 2011, it is currently managed by Aditya Pagaria and Pratik Tibrewal. The fund has an expense ratio of 0.48% with an overall AUM (Assets Under Management) of ₹2,809 Cr.
Axis Gold Fund - Regular Plan is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
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.
Latest news on Axis Gold Fund - Regular Plan
Exit Load Structure Changes for Axis Gold Fund
1 min read•By News Desk
FAQ for Axis Gold Fund - Regular Plan
How to Invest in 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.
What is the current NAV of Axis Gold Fund - Regular Plan Today?
The latest declared NAV of Axis Gold Fund - Regular Plan, is ₹43.4334 as of 07-May-2026.
What are the top holdings of Axis Gold Fund - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Axis Gold ETF |
100.36
|
What is the return of Axis Gold Fund - Regular Plan in the last 5 years?
Over the past five years, Axis Gold Fund - Regular Plan has delivered an annualised return of 24.50% as of 07-May-2026.
What is the minimum investment required in Axis Gold Fund - Regular Plan?
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.
