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

0.42

Exit Load

Nil

Benchmark

CRISIL IBX 50:50 Gilt Plus SDL Index - September 2027

Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.510.690.85
6M2.763.003.76
1Y5.795.597.51
3Y7.3215.7126.22

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-07-31
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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 0.42. 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 NameRatingsAUMExpense Ratio
HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth048 CR0.35
Aditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth0149 CR0.57
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth036 CR0.42
Invesco India Nifty G-sec Sep 2032 Index Fund Growth050 CR0.28
HDFC Nifty G-Sec July 2031 Index Fund Growth0637 CR0.33
Fund Name1Y3Y
This FundHDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth5.764623.6088
This FundAditya Birla Sun Life CRISIL IBX SDL Jun 2032 Index Fund Growth4.706423.6285
This FundAxis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth5.775923.6906
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth5.900425.5339
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth5.657225.5371

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 0.42. 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 : 2.76%
  • 1 Year : 5.79%
  • 3 Years : 7.32%
Returns of Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth are updated daily based on NAV of ₹ 12.8464 as on Aug 21,2026. Since inception, the return has been 23.62%.

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.