Axis Mutual Fund · Index Funds · Debt Index · Regular plan
Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund - Regular Plan - Growth
₹12.9091NAV on 2 Nov 2026Expense ratio 0.39%
3 Nov 2025NAV low 12.3 · high 12.91+4.9%
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 -0.3%.
On 3-year return it ranks 5 of 13 funds in Debt Index.
A monthly SIP over 3 years ended ₹1,164 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
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.1% | +4.6% |
| 3 months | +0.8% | -3.8% |
| 6 months | +2.5% | -1.6% |
| 1 year | +5.0% | -8.1% |
| 3 years (yearly) | +7.2% | +8.0% |
| Since start (yearly) | +7.2% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,053 | +4.7% |
| 3 years | ₹3,60,000 | ₹3,96,186 | +6.3% |
Other plan of this fund: Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund - Direct Plan - Growth