What is the risk comparison between Axis Gold Fund - Regular Plan - Growth Option and Kotak Gold Fund Growth?

Axis Gold Fund - Regular Plan - Growth Option is equally volatile than Kotak Gold Fund Growth. Choose a fund based on your risk tolerance and goals.

Axis Gold Fund - Regular Plan - Growth Option vs Kotak Gold Fund Growth: Which has better AUM growth?

Axis Gold Fund - Regular Plan - Growth Option has Rs 2166.98 crore in AUM and Kotak Gold Fund Growth has Rs 5212.64 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Axis Gold Fund - Regular Plan - Growth Option or Kotak Gold Fund Growth?

Axis Gold Fund - Regular Plan - Growth Option has an expense ratio of 0.5% and Kotak Gold Fund Growth has 0.5%. Axis Gold Fund - Regular Plan - Growth Option has a lower ratio, which means it can give better net returns.

Axis Gold Fund - Regular Plan - Growth Option or Kotak Gold Fund Growth: Which beats its benchmark more consistently?

Axis Gold Fund - Regular Plan - Growth Option has outperformed the benchmark more consistently with an average of 7.41% over 5 years than Kotak Gold Fund Growth with 7.41%. Axis Gold Fund - Regular Plan - Growth Option has performed better against its benchmark.

Axis Gold Fund vs Kotak Gold Fund Growth compare

Compare Up to 4 FundsFree Analysis

Axis Gold Fund - Regular Plan - Growth Option

Goldhigh Risk

Kotak Gold Fund Growth

Goldhigh Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

24.48 %

Expense Ratio

0.5 %

The trade-off:

Verdict Lock

Returns (5Y)

24.13 %

Expense Ratio

0.5 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Complete Fund Review

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METRICS

Kotak Gold Fund Growth

Axis Gold Fund - Regular Plan - Growth Option

Basic Overview

Current NAV

₹ 59.68

₹ 45.21

Benchmark

Domestic Price of Gold

Fund Size (AUM)

₹5213 Cr

₹2167 Cr

Expense Ratio

0.50%

Launch Date

25 Mar 2011

20 Oct 2011

SIP Returns

1 Year Return

58.45%

58.13%

3 Year Return

40.91%

40.77%

5 Year Return

29.96%

30.14%

Since Inception

9.87%

10.01%

Trailing Returns

1 Month Return

16.51%

16.54%

3 Month Return

56.27%

56.03%

1 Year Return

88.35%

87.82%

3 Year Return

37.72%

37.79%

5 Year Return

24.13%

24.48%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

10.94

10.87

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

Exit Load

Kotak Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Axis Gold Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Kotak Gold Fund Growth3 /100

Outstanding protection during market downturns.

Axis Gold Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Kotak Gold Fund Growth3 /100

Outstanding protection during market downturns.

Axis Gold Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Kotak Gold Fund Growth0.0%

Axis Gold Fund - Regular Plan - Growth Option0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Kotak Gold Fund Growthslow

Axis Gold Fund - Regular Plan - Growth Optionslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

₹0+0.00%

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₹0+0.00%

Note: SIP value calculations are based on historical NAV data of funds.

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3Y Returns : 6.53% (p.a.)

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Axis Gold Fund - Regular Plan - Growth Option had a 5-year average annual growth rate of 24.48%, while Kotak Gold Fund Growth's was 24.13%. Axis Gold Fund - Regular Plan - Growth Option is better for long-term growth.