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

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This Fund:
Sensex:
BankFD:

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)

₹338 Cr

Lock In Period

N/A

Expense Ratio

0.37

Exit Load

Nil

Benchmark

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

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(%)
1M0.11-1.490.85
6M2.853.684.16
1Y5.184.007.51
3Y7.2413.1924.57

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-09-15
View allocation % by

1. 7.06% Government of India (10/04/2028)35.66%
2. 8.05% Tamilnadu State Development Loans (18/04/2028)31.71%
3. 8.09% West Bengal State Development Loans (27/03/2028)13.86%
4. Net Receivables / (Payables)3.09%
5. 8.44% Rajasthan State Development Loans (07/03/2028)1.51%
6. 8.16% Rajasthan State Development Loans (09/05/2028)1.51%
7. 8% Kerala State Development Loans (11/04/2028)1.51%
8. 8.15% Tamil Nadu State Development Loans (09/05/2028)1.09%
9. Clearing Corporation of India Ltd0.54%

1. 7.18% Gujarat State Development Loans (07/06/2028)8.94%
2. 6.73% Kerala State Development Loans (10/06/2028)0.59%
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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 ₹338 Crore. The fund benchmarks its performance against the CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028 while maintaining an expense ratio of 0.37. 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 NameRatingsAUMExpense Ratio
Aditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth01,320 CR0.38
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Growth02,121 CR0.43
Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth0337 CR0.37
Mirae Asset Nifty SDL Jun 2027 Index Fund Growth0474 CR0.38
Fund Name1Y3Y
This FundAditya Birla Sun Life CRISIL IBX 60 40 SDL +AAA PSU Apr 2027 Index Fund Growth5.932723.3044
This FundEdelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Growth5.848623.3087
This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth5.177923.3323
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth5.867923.8183

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 0.37. 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 : 0.11%
  • 6 Months : 2.85%
  • 1 Year : 5.18%
  • 3 Years : 7.24%
Returns of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth are updated daily based on NAV of ₹ 12.8873 as on Oct 01,2026. Since inception, the return has been 23.33%.

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 ₹338 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.
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