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Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - IDCW

Index Fund Open Ended Scheme
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NAV
₹ 11.7717 ₹ 0 (0.03 %)
as on 31-03-2025
Asset Size (AUM)
75.1 Cr
Launch Date
Jan 24, 2023
Invest in this scheme
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.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jan 24, 2023
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7.83

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
0.37%
Volatility
N/A
Fund House
Axis Mutual Fund
Fund Manager
Hardik Shah
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsDebtCash & Cash Equivalents
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10841
FD₹ 10600
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 31-03-2025
Created with Highcharts 4.1.4ReturnsAxis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - IDCWNIFTY COMPOSITE G-SEC INDEXIndex FundYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - IDCWNIFTY COMPOSITE G-SEC INDEXIndex Fund2016201720182019202020212022202320242025-505101520253035

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000124,5694,5698.45
Benchmark---
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - IDCW 24-01-2023 8.41 7.87 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 15.16 0.0 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 11.56 29.51 0.0 0.0 0.0
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 10.61 31.28 0.0 0.0 0.0
Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth 26-10-2020 10.55 27.89 15.13 0.0 0.0
Portfolio Analysis
Portfolio as on
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Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings