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Return

  • 1M
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  • 6M
  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹36 Cr

Lock In Period

N/A

Expense Ratio

0.4

Benchmark

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

Exit Load

Nil

Summary

Latest details for Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth include a ₹12.5349 NAV as of Mar 13,2026 and returns since inception of 25.05%. Minimum investments start at SIP ₹1000. The Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth AUM is ₹36 Cr, with a lock-in of N/A years, expense ratio of 0.4%, and benchmark CRISIL IBX 50:50 Gilt Plus SDL Index - September 2027. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.49% returns, against a category average of -1.66% and a category best of 1.01%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.49-1.661.01
6M2.921.473.69
1Y7.296.418.05
3Y7.7415.0129.29

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-02-15
View allocation % by

1. 7.38% Government of India (20/06/2027)48.84%
2. 7.33% Maharashtra State Development Loans (13/09/2027)28.62%
3. 7.23% Tamilnadu State Development Loans (14/06/2027)7.13%
4. 7.24% Tamil Nadu State Development Loans (28/06/2027)2.85%
5. 7.27% Tamilnadu State Development Loans (12/07/2027)2.85%
6. Net Receivables / (Payables)2.29%
7. Clearing Corporation of India Ltd2.12%
8. 7.2% Maharashtra State Development Loans (09/08/2027)1.43%
9. 7.18% Tamilnadu State Development Loans (26/07/2027)1.43%

1. 6.38% Maharashtra State Development Loans (25/08/2027)2.44%

About Fund

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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHDFC Nifty G-Sec Jun 2027 Index Growth0751.89 CR0.35
This FundPGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Growth024.19 CR0.67
This FundAxis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth035.69 CR0.4
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth0668.67 CR0.33
This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth0881.57 CR0.42
Fund Name1Y3Y
This FundHDFC Nifty G-Sec Jun 2027 Index Growth7.134624.9614
This FundPGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Growth7.221624.99
This FundAxis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth7.291725.0486
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth7.556528.0244
This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth7.025728.4315

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 : 0.49%
  • 6 Months : 2.92%
  • 1 Year : 7.29%
  • 3 Years : 7.74%
Returns of Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth are updated daily based on NAV of ₹ 12.5349 as on Mar 13,2026. Since inception, the return has been 25.05%.

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.
Min Inv Amount: ₹500