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Axis Mutual Fund

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund

Axis Mutual Fund · Direct plan · Growth

3-year returns
7.4%
a year
NAV
₹12.98
▲ 0.03% · 18 Sept 2026
Fund size
₹337 Cr
Expense ratio
0.2%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.89 and has returned 7.22% a year over 3 years.

Returns, and where it stands

Against the average index fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.7%1.1%ahead78 of 322
3 years7.4%9.5%behind101 of 168
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.2%0.2%
3 months1.3%1.3%
6 months2.6%2.5%
1 year5.7%5.5%
2 yearsp.a.6.9%6.7%
3 yearsp.a.7.4%7.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jan 2023.

Plan

NAV history

▲ 5.66% in the last 1Y

12.312.613.018 Sept 202518 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹19,687
XIRR (per year)
6.88%
Value today
₹1,99,687

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.1% a year
11% less than the category average — the steadier side
Worst fall so far
−0.8%
Mar 2026 to Apr 2026.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
7% to 8.2%
A year, at worst and at best. Typically 7.6%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
24 Jan 2023
Expense ratio
0.2%
as of 31 Jul 2026

Managed by Hardik Shah

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund against other funds in the Index Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential NASDAQ 100 Index Fund31.6%30.87%0.63%₹3,581 Cr
Motilal Oswal S&P 500 Index Fund25.83%25.76%17.85%0.49%₹2,919 Cr
UTI Nifty 500 Value 50 Index Fund9.35%21.1%0.84%₹846 Cr
ICICI Prudential Nifty Pharma Index Fund18.45%19.92%0.48%₹157 Cr
Motilal Oswal BSE Enhanced Value Index Fund5.44%19.6%0.54%₹2,251 Cr
Kotak Nifty Smallcap 50 Index Fund11.86%19.37%0.35%₹250 Cr
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund5.66%7.42%0.2%₹337 Cr

About Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund is a index fund managed by Axis Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

Investment objective The investment objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved

The scheme's stated objective, as published by Axis Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹12.9789151300
DirectIDCW Option₹12.9846151299
RegularGrowth Option₹12.8908151297
RegularIDCW Option₹12.8907151298

Frequently asked questions

What is the NAV of Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund today?

The NAV of Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund (Direct plan, Growth) is ₹12.9789 and the Regular plan NAV is ₹12.8908, as of 18 Sept 2026.

What returns has Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund given?

Over the last year the Direct plan returned 5.66%, and 7.42% a year over 3 years. That places it 101 of 168 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund?

The Direct plan charges 0.2% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund fallen in the past?

Its deepest fall was 0.8% from 10 Mar 2026 to 2 Apr 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund belong to?

It is a Index Fund from Axis Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.