Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund
Target MaturityRank #44
Not Rated
NAV (2026-07-14)
₹12.76
AUM
₹2,024 Cr
Exp. Ratio: 0.42%
RISK LEVEL
Low To Moderate
Returns & Performance
1 Year5.38%0.25% vs cat avgRank #38
3 Year7.17%0.07% vs cat avgRank #46
5 Year----
Since Launch7.49%--
Fund vs Category Average
1Y
5.38%+0.25%
3Y
7.17%-0.07%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
✔Low expense ratio (0.42%)
Cons
✖3Y returns below category average
✖1Y category rank outside top 15 (#38)
✖Overall rank #44 in category
ISININF846K015O4
NAV₹12.76
NAV Date2026-07-14
AUM₹2,024 Cr
Expense Ratio0.42%
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 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 - September 2027 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.
Aditya Pagaria
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
