Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Regular-Growth

Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Regular-Growth: Mutual Fund Overview

Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Regular-Growth is an Target Maturity mutual fund with over 3.04 years of performance history. The scheme manages an AUM of ₹35.68 Cr and has a NAV of ₹12.5404. 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 7.37%.

Debt, Target Maturity, Principal at low to moderate risk

1 Year Return 7.37% at 12 Mar 2026 06:58 PM

mf-nav

Fund Details

NAV 12.5404

Sub-Type Target Maturity

Rating Not Rated

Min. SIP Amount ₹1000.0

Fund Age(Year) 3.04

Fund Size(in Crores) 35.68

Fund Performance

1 Month 0.52%

3 Month 1.44%

6 Month 2.96%

1 Year 7.37%

3 Year 7.73%

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 (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Net Receivables 2.02 Alternative Investment Fund 0.62 GOI Securities 90.42 Debt Credit Ratings SOV 90.42 Cash & Call Money 8.96 Others 0.62 Debt Category Others 9.58 GOI 90.42

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Long Duration Fund Regular-Growth Ret 1M 0.82% Ret 1Y 4.06% Ret 3Y 7.25% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Long Duration Fund Regular-IDCW Ret 1M 0.82% Ret 1Y 4.06% Ret 3Y 7.25% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Long Duration Fund Regular-IDCW Reinvestment Ret 1M 0.82% Ret 1Y 4.06% Ret 3Y 7.25% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-Growth Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Daily Reinvestment Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Monthly Payout Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Quarterly Payout Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Quarterly Reinvestment Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Yearly Payout Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Equity, Flexi Cap funds Axis Long Duration Fund Regular-IDCW Yearly Reinvestment Ret 1M 1.17% Ret 1Y 2.09% Ret 3Y 6.67% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.4%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Aditya Pagaria

Education 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.

Experience Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.

Sachin Jain

Education Mr. Jain is a B.Tech, AGMP (Management)

Experience Prior to joining Axis Asset Management Company Ltd., he has worked with Sundaram Mutual Fund, I- Cap, Sunidhi securities and Finance 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) 30

Date of Incorporation 2023-02-27

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.

Latest News

news-by-category

VIEW MORE NEWS

Take Your Next Step

Talk to our investment advisor for stock recommendations
Left
Get expert assistance for portfolio management
Right