3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.
This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.
| # | Fund / ETF | Weight | YTD |
|---|---|---|---|
| 1 | Axis Gold ETF
INF846K01W80 |
12.98%
|
+0.00% |
| 2 | Axis Silver ETF
INF846K011K1 |
2.11%
|
+0.00% |
The investment objective of the Scheme is to provide long-term capital appreciation by actively managing a portfolio of equity oriented and debt-oriented mutual fund schemes/index/ETFs and commodity based ETFs.
Fund manager(s): Devang Shah, Shreyash Devalkar, Aditya Pagaria, Mayank Hyanki, Krishnaa N
Exit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.