Axis Gold Fund Direct Plan option

Scheme Type
Open-ended
Scheme Category
Sector - Precious Metals
Benchmark Type
Domestic Price of Gold
Scheme AUM (in Crs.)
₹ 49.3
Expense Ratio
0.15%
Scheme Class
Commodities
AMC AUM (in Crs.)
₹ 81622
Min Subscription
₹ 5000
Min Addition Subscription
₹ 100
Performance
Comparison
Portfolio
Details
Analysis
10.8639
(0.23 %)
NAV as on 2019-01-15
Returns
Fund
Axis Gold Fund Direct Plan option
1 Year
7.13%
3 Year
7.54%
5 Year
0.18%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 43255161
amc address
Address
India, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To generate returns that closely correspond to returns generated by Axis Gold ETF.
Suitability
This product is suitable for investors who are seeking
• Capital appreciation over medium to long term
• Investment predominantly in Axis Gold ETF in order to generate returns similar to the underlying fund, subject to tracking error
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,126
Portfolio Value
126
Total Returns