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

Return

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  • 6M
  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹67 Cr

Lock In Period

N/A

Expense Ratio

0.35

Benchmark

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

Exit Load

Nil

Summary

Latest details for Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth include a ₹12.5953 NAV as of May 12,2026 and returns since inception of 22.81%. Minimum investments start at SIP ₹1000. The Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth AUM is ₹67 Cr, with a lock-in of N/A years, expense ratio of 0.35%, and benchmark CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.30% returns, against a category average of -1.21% and a category best of 0.85%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.30-1.210.85
6M1.89-0.133.59
1Y5.202.867.51
3Y7.0910.5124.26

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-04-15
View allocation % by

1. 7.06% Government of India (10/04/2028)34.33%
2. 8.05% Tamilnadu State Development Loans (18/04/2028)23.12%
3. 8.15% Tamil Nadu State Development Loans (09/05/2028)13.20%
4. 8.44% Rajasthan State Development Loans (07/03/2028)7.69%
5. 8.16% Rajasthan State Development Loans (09/05/2028)7.67%
6. 8% Kerala State Development Loans (11/04/2028)7.63%
7. Net Receivables / (Payables)2.19%
8. Clearing Corporation of India Ltd1.19%

1. 6.73% Kerala State Development Loans (10/06/2028)2.98%

About Fund

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 ₹67 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 NameRatingsAUMExpense Ratio
This FundInvesco India Nifty G-sec Jul 2027 Index Fund Growth081.39 CR0.29
This FundHSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth01952.54 CR0.33
This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth066.87 CR0.35
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth0479.13 CR0.35
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth06825.46 CR0.35
Fund Name1Y3Y
This FundInvesco India Nifty G-sec Jul 2027 Index Fund Growth6.009422.7677
This FundHSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth5.404522.7765
This FundAxis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth5.198422.8091
This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth6.031523.6246
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth6.291123.6887

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 : 0.30%
  • 6 Months : 1.89%
  • 1 Year : 5.20%
  • 3 Years : 7.09%
Returns of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund Growth are updated daily based on NAV of ₹ 12.5953 as on May 12,2026. Since inception, the return has been 22.81%.

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 ₹67 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.
Min Inv Amount: ₹500