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  • Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Growth
Axis Mutual Fund

Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Plan Growth

DebtTarget Maturity Fund

11.401

NAV (Oct 31)

NA
YTM
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.401

NAV (Oct 31)

Fund Returns

Last 1Y
9.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.7%
6 Month CAGR
4.8%

Scheme Information

Investment Objective

The scheme is seeks to provide investment returns corresponding to the total returns of the securities as represented by the CRISIL IBX 50:50 Gilt Plus SDL Index June 2028 before expenses, subject to tracking errors.

Expense Ratio
0.4%
Launched 1Y ago
2023-01-24
AUM in Crores
70.8
ISIN
INF846K013N1
Lock-in (days)
No Lock-in
Benchmark
CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Hardik Shah

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund (G)70%9,15,104 1,82,4929.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-08-13

Top Debt Holdings

GOI

41.9%
41.9%

Tamilnadu State

23.36%
23.36%

Rajasthan State

7.38%
7.38%

Tamilnadu State

7.32%
7.32%

Rajasthan State

7.32%
7.32%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,029 cr

₹ 14,839 cr

₹ 4,523 cr

₹ 10,307 cr

₹ 12,416 cr

amc-img

About the AMC

Axis Mutual Fund

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited owns the remaining 24%. Axis Mutual Fund (Axis MF) launched its first scheme in 2009. amc-img
phone-img022-24255161
Fund NameScripbox Opinion
Till Date CAGR

6.2%

7%

-

5.7%

5.8%

4.9%

6.4%

8%

6.2%

7.1%

Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Plan Growth Review

Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Plan Growth is a Target Maturity Fund Debt fund and has delivered an annualised return of 7.69% over 1 years. The fund has grown over a period of 1 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is Hardik Shah.

Nav of Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund as of 10/31/2024 is ₹11.40 with the total AUM as of 11/2/2024 is ₹70.76. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund was launched on 2023-01-24. The category risk of the fund is Low to Moderate.

The minimum SIP amount for Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund.

Frequently Asked Questions

What is Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund?

It is a Target Maturity Fund Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund?

You can invest in Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund?

The minimum sip amount for Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Plan Growth?

The expense ratio of the Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Growth is 0.4% for regular plan.

What is the NAV of Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund?

Today's Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular Growth NAV is ₹11.40.