Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth Return
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Showing Funds Performance since Sep 07, 2020
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹36 Cr
Lock In Period
N/A
Expense Ratio
0.4
Exit Load
Nil
Benchmark
CRISIL IBX 50:50 Gilt Plus SDL Index - September 2027
Summary
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth NAV is ₹12.6175 as of 16 May, 2026. Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth has delivered 22.88% returns since its launch. The minimum SIP investment amount in Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth is ₹1000. The AUM of Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth is ₹36 Cr. The expense ratio of the fund is 0.4%, and its benchmark is CRISIL IBX 50:50 Gilt Plus SDL Index - September 2027. The current exit load of the fund is Nil. In the last 1M months, Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth has delivered 0.51% returns.
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.51 | 0.25 | 1.09 |
| 6M | 2.40 | 1.10 | 3.59 |
| 1Y | 5.60 | 4.30 | 7.51 |
| 3Y | 7.11 | 12.75 | 24.23 |
Portfolio Analysis
- Equity:
- Debt: 99.99%
- Others
As on: 2026-04-15
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About Fund Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth managed by Axis Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹36 Crore. The fund benchmarks its performance against the CRISIL IBX 50:50 Gilt Plus SDL Index - September 2027 while maintaining an expense ratio of 0.4. Under the expert guidance of Aditya Pagaria ,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
Aditya Pagaria
Mr. Aditya has done his education from Institute of Technology and Management, SK Somaiya College. Prior to this he was working as Asst. Manager with ICICI Prudential AMC.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth | 0 | 1946.16 CR | 0.33 |
| Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth | 0 | 35.58 CR | 0.4 |
| Mirae Asset Nifty SDL Jun 2027 Index Fund Growth | 0 | 477.36 CR | 0.35 |
| Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 0 | 6742.37 CR | 0.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth | 5.2383 | 22.8636 |
| This FundAxis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth | 5.5982 | 22.8819 |
| This FundMirae Asset Nifty SDL Jun 2027 Index Fund Growth | 5.8492 | 23.6361 |
| This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth | 6.1082 | 23.6648 |
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth FAQs
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index 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 September 2027 Index Growth is 0.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth’s fund performance is as follows:
- 1 Month : 0.51%
- 6 Months : 2.40%
- 1 Year : 5.60%
- 3 Years : 7.11%
You can invest in Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index 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 September 2027 Index Growth is ₹36 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
