Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth Return
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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)
₹331 Cr
Lock In Period
N/A
Expense Ratio
0.35
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 ₹12.7237 as of 23 Jun, 2026. Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth has delivered 23.27% 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 ₹331 Cr. The expense ratio of the fund is 0.35%, 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 1.17% returns.
Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.17 | -0.58 | 2.87 |
| 6M | 2.37 | 1.17 | 3.59 |
| 1Y | 4.98 | 3.63 | 7.51 |
| 3Y | 7.22 | 12.27 | 25.00 |
Portfolio Analysis
- Equity:
- Debt: 99.99%
- Others
As on: 2026-05-31
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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 ₹331 Crore. The fund benchmarks its performance against the CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028 while maintaining an expense ratio of 0.35. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| DSP Nifty SDL Plus G-Sec Sep 2027 50 50 Index Fund Growth | 0 | 89.43 CR | 0.32 |
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth | 0 | 1934.77 CR | 0.33 |
| Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth | 0 | 330.5 CR | 0.35 |
| HDFC Nifty G-Sec July 2031 Index Fund Growth | 0 | 631.29 CR | 0.33 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Growth | 0 | 47.88 CR | 0.29 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Nifty SDL Plus G-Sec Sep 2027 50 50 Index Fund Growth | 5.3698 | 23.179 |
| This FundHSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth | 5.111 | 23.1881 |
| This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth | 4.9796 | 23.2683 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 4.538 | 24.2932 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.3101 | 24.4155 |
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 0.35. 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 : 1.17%
- 6 Months : 2.37%
- 1 Year : 4.98%
- 3 Years : 7.22%
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 ₹331 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.
