Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

333 Cr

Lock In Period

N/A

Expense Ratio

0.43

Exit Load

Nil

Benchmark

CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028

Summary

Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth NAV is ₹12.6088 as of 2 Jun, 2026. Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth has delivered 22.29% returns since its launch. The minimum SIP investment amount in Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth is ₹1000. The AUM of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth is ₹333 Cr. The expense ratio of the fund is 0.43%, and its benchmark is CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028. The current exit load of the fund is Nil. In the last 1M months, Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth has delivered 0.17% returns.

Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.17-0.270.85
6M1.621.163.59
1Y4.004.067.51
3Y6.9413.6223.52

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-05-15
View allocation % by

1. 7.06% Government of India (10/04/2028)36.24%
2. 8.05% Tamilnadu State Development Loans (18/04/2028)32.19%
3. 8.09% West Bengal State Development Loans (27/03/2028)14.07%
4. 8.44% Rajasthan State Development Loans (07/03/2028)1.54%
5. 8.16% Rajasthan State Development Loans (09/05/2028)1.53%
6. 8% Kerala State Development Loans (11/04/2028)1.53%
7. Net Receivables / (Payables)1.19%
8. 8.15% Tamil Nadu State Development Loans (09/05/2028)1.11%
9. Clearing Corporation of India Ltd0.95%

1. 7.18% Gujarat State Development Loans (07/06/2028)9.05%
2. 6.73% Kerala State Development Loans (10/06/2028)0.60%

About Fund Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth

Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth managed by Axis Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹333 Crore. The fund benchmarks its performance against the CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028 while maintaining an expense ratio of 0.43. Under the expert guidance of Hardik Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Hardik Shah

Mr. Hardik Shah has done B.E. Information Technology and MBA Finance. Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.

Peer Comparison

Fund Name1Y3Y
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth1.165522.2592
This FundTata Nifty G-Sec Dec 2029 Index Fund Growth3.362222.2803
This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth3.995622.292
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth5.164522.9214
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth5.420722.9378

Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth FAQs

Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth is 0.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.17%
  • 6 Months : 1.62%
  • 1 Year : 4.00%
  • 3 Years : 6.94%
Returns of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth are updated daily based on NAV of ₹ 12.6088 as on Jun 01,2026. Since inception, the return has been 22.29%.

You can invest in Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth is ₹333 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.