Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Direct-Growth
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Direct-Growth: Mutual Fund Overview
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Direct-Growth is an Target Maturity mutual fund with over 3.13 years of performance history. The scheme manages an AUM of ₹67.84 Cr and has a NAV of ₹12.6657. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.79%.
Debt, Target Maturity, Principal at low to moderate risk
1 Year Return 7.79% at 12 Mar 2026 08:15 PM
Fund Details
NAV 12.6657
Sub-Type Target Maturity
Rating Not Rated
Min. SIP Amount ₹1000.0
Fund Age(Year) 3.13
Fund Size(in Crores) 67.84
Fund Performance
1 Month 0.5%
3 Month 1.4%
6 Month 3.36%
1 Year 7.79%
3 Year 8.16%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.86%) Market Cap Small Cap 3.14 Mid Cap 10.5 Large Cap 85.22 Top Sectors Automobile 97.66 Capital Goods 1.2 Top Holding Tata Motors Passenger Vehicles 6.29 Mahindra & Mahindra 23.85 Ashok Leyland 4.75 Bharat Forge 4.01 TVS Motor Company 7.15 Samvardhana Motherson 4.66 UNO Minda 1.69 TVS Motor Company - Pref. Shares 0.06 Tube Investments Of India 2.31 Bosch 2.48 Hero Motocorp 5.83 Bajaj Auto 8.7 Maruti Suzuki India 15.33 Exide Industries 1.2 Eicher Motors 8.67 Sona BLW Precision Forgings 1.88
Debt & Others (1.14%) Sector Allocation Repo 0.4 Net Current Assets 0.74 Debt Credit Ratings Debt Category Others 1.14
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.19% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.18%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 75
Date of Incorporation 2023-01-24
Total AUM 366904.0
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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