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Axis Mutual Fund · Index Funds · Equity Index · Regular plan

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth

₹12.8862NAV on 2 Nov 2026Expense ratio 0.36%
3 Nov 2025NAV low 12.35 · high 12.91+4.4%

In plain words

Over 3 years it returned +7.2% a year, against +8.0% for its benchmark index.

Its worst fall from a peak in the last 3 years was -0.8%.

On 3-year return it ranks 84 of 149 funds in Equity Index.

A monthly SIP over 3 years ended ₹1,117 higher in the direct plan than the regular plan, because of the lower expense ratio.

Past returns, not a promise of future returns or a recommendation.

Returns vs benchmark

PeriodFundBenchmark
1 month-0.0%+4.6%
3 months+0.5%-3.8%
6 months+2.4%-1.6%
1 year+4.4%-8.1%
3 years (yearly)+7.2%+8.0%
Since start (yearly)+7.0%+11.3%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,22,640+4.1%
3 years₹3,60,000₹3,95,004+6.1%

Other plan of this fund: Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Direct Plan - Growth

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