ReviewPlan n/a · Option n/aPrefer peers first
Axis Gold ETF
Axis Mutual FundExchange Traded Funds (ETFs) - Gold ETF16 years
- NAV
- 115.9454
- 30 Oct 2026
- 1Y
- +15.6%
- Trailing CAGR
- AUM
- ₹5,342.56 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer Mirae Asset Gold ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
16.0 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -99.1%. Ask whether you can hold through a similar fall.
Vs category
Watch
53% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+15.6%
- 3Y+30.3%
- 5Y+22.8%
- 10Y-27.3%
- SI-16.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.4%
- 3Y+28.9%
- 5Y+26.4%
- 10Y+5.5%
- Since inception
- -16.4%
- Calendar-day CAGR
- Excess 1Y
- +103.9%
- Category median, same plan and option
- 3Y win rate
- +53%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- SIP 3Y XIRR
- +28.9%
- Simulated monthly SIP
- Worst rolling 3Y
- -77.5%
- 3184 daily-ending windows
- Median rolling 3Y
- +1.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +39%
- 2697 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -99.1%
- Worst peak-to-trough
- Current
- -97.4%
- Below last peak
- Current spell
- 2289 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 42 days
- 50 recovered episodes
- Longest recovery
- 1468 days
- Trough to prior peak
24 Jul 2020 – open
Trough 31 Mar 2021 · not recovered
-99.1%
28 Aug 2013 – 7 Aug 2019
Trough 31 Jul 2015 · recovered in 1468 days
-29.6%
27 Nov 2012 – 28 Aug 2013
Trough 28 Jun 2013 · recovered in 61 days
-23.0%
6 Mar 2020 – 7 Apr 2020
Trough 17 Mar 2020 · recovered in 21 days
-11.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
100
Consistency
57
Risk-adjusted
n/a
Drawdown
0
Mean
52
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 61% of rolling 1-year windows.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Mirae Asset Gold ETF
Mirae Asset Mutual Fund
- 1Y
- +15.8%
- 3Y
- +30.5%
- Vol
- 17.7%
- Max DD
- -22.1%
- Sharpe
- 1.13
- 3Y win
- +86%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
UTI - Gold Exchange Traded Fund
UTI Mutual Fund
- 1Y
- +15.7%
- 3Y
- +30.7%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Invesco India Gold Exchange Traded Fund
Invesco Mutual Fund
- 1Y
- -98.8%
- 3Y
- -71.9%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- n/a
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns
360 ONE Gold ETF
360 ONE Mutual Fund
- 1Y
- +15.6%
- 3Y
- n/a
- Vol
- 23.5%
- Max DD
- -22.0%
- Sharpe
- 1.05
- 3Y win
- n/a
- Shallower drawdown
Caveat: Lower trailing returns
Baroda BNP Paribas Gold ETF
Baroda BNP Paribas Mutual Fund
- 1Y
- +15.6%
- 3Y
- n/a
- Vol
- 19.4%
- Max DD
- -22.2%
- Sharpe
- 1.22
- 3Y win
- n/a
- Shallower drawdown
Caveat: Lower trailing returns