Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund
Target MaturityRank #66
Not Rated
NAV (2026-08-28)
₹12.87
AUM
₹335.87 Cr
Exp. Ratio: 0.37%
RISK LEVEL
Low To Moderate
Returns & Performance
1 Year5.99%0.27% vs cat avgRank #19
3 Year7.37%0.16% vs cat avgRank #30
5 Year----
Since Launch7.28%0.44% vs cat avg
Fund vs Category Average
1Y
5.99%+0.27%
3Y
7.37%+0.16%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔No lock-in period
✔Low expense ratio (0.37%)
✔Outperforms category avg since launch
Cons
✖1Y category rank outside top 15 (#19)
✖Overall rank #66 in category
ISININF846K013N1
NAV₹12.87
NAV Date2026-08-28
AUM₹335.87 Cr
Expense Ratio0.37%
RiskLow To Moderate
RatingNot Rated / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-09-04
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.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Hardik Shah
Mr. Shah has done B.E. Information Technology and MBA Finance.
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund is ₹12.87 as of 2026-08-28.
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund is classified as a Target Maturity fund.
The Assets Under Management (AUM) of Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund is ₹335.87 Cr.
The expense ratio of Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund is 0.37%.
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund is managed by Hardik Shah.
The minimum SIP investment for Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund is ₹1,000.
As per the SEBI Riskometer, Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund carries a Low To Moderate risk level.
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund has delivered 5.99% (1Y), 7.37% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund was launched on 2009-09-04.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
