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Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(G)-Direct Plan

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(G)-Direct Plan

Index FundsDirect GrowthBalanced Risk

+0.00%

3Y annualised

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NAV : 27 Jul 2026

₹12.90

Min. SIP amount

₹1,000

Fund size (AUM)

334 Cr

Expense ratio

0.2%

Launched on

24 Jan 2023

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,23,832

Stock Allocation

Stock nameSectorAllocation
7.06% Government Of India (10/04/2028)Government Securities34.26%
8.05% Tamilnadu State Development Loans (18/04/2028)Government Securities26.19%
8.15% Tamil Nadu State Development Loans (09/05/2028)Government Securities9.71%

Fund Composition

334 Cr

Others

100.00%

Sector Allocation

334 Cr

Government Securities

96.85%

Cash & Cash Equivalents And Net Assets

3.15%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Gilt)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

HS

Hardik Shah

Present

Similar/Peer Fund Comparison

Fund name
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M

Motilal Oswal Nifty MidSmall Financial Services Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty Capital Market Index Fund(G)-Direct Plan

+0.00%
T

Tata Nifty Capital Markets Index Fund(G)-Direct Plan

+0.00%
S

SBI BSE PSU Bank Index Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Nifty India Defence Index Fund(G)-Direct Plan

+0.00%
N

Nippon India Nifty Auto Index Fund(G)-Direct Plan

+0.00%

FAQs

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 24 Jan 2023. This fund is managed by Hardik Shah. It is a Index Funds type of fund.

The current NAV of Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(G)-Direct Plan is ₹12.90 (as of 27 Jul 2026).

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(G)-Direct Plan has delivered 5.25% in 1 year, 7.49% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(G)-Direct Plan is ₹1000.

The expense ratio of Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(G)-Direct Plan is 0.2%.

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