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  • Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (Growth)
Axis Mutual Fund

Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (Growth)

DebtTarget Maturity

10.8684

NAV (Apr 12)

7.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Internal View on Credit Quality

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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

10.8684

NAV (Apr 12)

Fund Returns

Last 1Y
6.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.7%
6 Month CAGR
4%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide investment returns corresponding to the total returns of the securities as represented by the CRISIL IBX 50:50 Gilt Plus SDL Index – September 2027 before expenses,subject to tracking errors. However,is be no assurance or guarantee that the investment objective of the Scheme will be achieved

Expense Ratio
0.4
Launched (1y ago)
Mar 01, 2023
AUM in Crores
33.805
ISIN
INF846K015O4
Lock-in
No Lock-in
Benchmark
CRISIL IBX 50:50 Gilt Plus SDL Sep 2027
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.3
Fund Managers

Sachin Jain

Fund Manager

Aditya Pagaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (Growth)70%8,54,866 1,22,2546.4%
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 2024-04-12

Top Debt Holdings

7.38% govt stock 2027

53.7%
53.7%

07.33 mh sdl 2027

29.5%
29.5%

07.23 tn sdl 2027

13.3%
13.3%

net receivables / (payables)

2.2%
2.2%

clearing corporation of india ltd

1.2%
1.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,293 cr

₹ 4,923 cr

₹ 45,349 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 277,903 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.9%

7.9%

5.5%

7%

5.9%

8%

5.8%

7%

-

4.9%

Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) Review

Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) is a Target Maturity Debt fund and has delivered an annualised return of 7.7% over a period of 1 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Sachin Jain.

Nav of Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) as of 4/12/2024 is ₹10.87 with the total AUM as of 4/13/2024 is ₹33.805. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) was launched on Mar 01, 2023. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) is ₹0 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 September 2027 Index fund (G) 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 Sep 2027.

Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) is rated as a 0 fund in Debt and delivered 6.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G).

Frequently Asked Questions

What is Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G)?

Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) is a Target Maturity 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 September 2027 Index fund (G)?

You can invest in Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) 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 September 2027 Index fund (G)?

The minimum sip amount for Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) good to invest in?

As per Scripbox experts, Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) is a Not Reviewed Yet fund. You can investAxis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G)?

The expense ratio of the Axis CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index fund (G) is 0.4% for regular plan.