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Article . 2026
License: CC BY
Data sources: Datacite
ZENODO
Article . 2026
License: CC BY
Data sources: Datacite
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Performance Evaluation Of Systematic Investment Plans In Gold Mutual Funds: An Empirical Study Of Axis Gold Fund Regular Growth (2015–2025)

Authors: Dr. S. Roslin;

Performance Evaluation Of Systematic Investment Plans In Gold Mutual Funds: An Empirical Study Of Axis Gold Fund Regular Growth (2015–2025)

Abstract

In recent years, Systematic Investment Plans (SIPs) have emerged as a preferred investment strategy among Indian investors due to their disciplined structure, affordability, and ability to mitigate market volatility. Simultaneously, gold continues to retain its significance as a safe-haven asset, offering protection against inflation and economic uncertainty. This study aims to evaluate the performance of SIP investments in gold by empirically examining the Axis Gold Fund Regular–Growth scheme over a ten-year period from 2015 to 2025.The research adopts a quantitative research methodology and relies on secondary data to analyze SIP performance across multiple investment horizons, namely 10 years, 5 years, 3 years, 2 years, and 1 year. Key performance indicators such as total investment, latest value, absolute return, annualized return, Return on Investment (ROI), Investment Growth Factor, and Wealth Gain are employed to assess the effectiveness of gold SIPs as both short-term and long-term investment options. Overall, the study concludes that SIPs in gold mutual funds represent a reliable and structured investment avenue for wealth creation and portfolio diversification. The results offer valuable insights for investors, financial planners, and academicians by highlighting the relevance of gold SIPs in long-term financial planning and risk management strategies.

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selected citations
These citations are derived from selected sources.
This is an alternative to the "Influence" indicator, which also reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Citations provided by BIP!
popularity
This indicator reflects the "current" impact/attention (the "hype") of an article in the research community at large, based on the underlying citation network.
BIP!Popularity provided by BIP!
influence
This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Influence provided by BIP!
impulse
This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network.
BIP!Impulse provided by BIP!
0
Average
Average
Average
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