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Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.20 | 6.98 | 4.42 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.50 | 6.99 | 3.58 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028 |
About Gilt - Short & Mid Term Fund
Gilt Funds are the debt funds. They only invest in bonds and fixed-interest-bearing securities issued by the government. These funds are less risky since they invest solely in goverment securities. The underlying securities will have short or mid term maturity period.
Peers & Comparison
DebtGilt - Short & Mid Term Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund | 8.32% | — | 7.85% |
| SBI Magnum Gilt Fund | 9.22% | 7.33% | 9.28% |
| Bandhan CRISIL IBX Gilt June 2027 Index Fund | 7.83% | 5.65% | 5.92% |
| ICICI Pru Gilt Fund | 8.74% | 7.06% | 8.64% |
Price Comparison
Compare Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 7.17% Government of India (08/01/2028)3M change : -0.93 %|
Holdings
41.20 %
-0.93 % - 8.05% State Government Securities (18/04/2028)3M change : -0.49 %|
Holdings
21.54 %
-0.49 % - 8.44% State Government Securities (07/03/2028)3M change : -0.17 %|
Holdings
7.25 %
-0.17 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
71
Total AUM
₹ 3,17,448.36 Cr.
Fund Manager Profile
Hardik Shah
AUM: ₹37,271.41 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (38)
Axis Ultra Short Duration Fund
Axis Corp Bond Fund
Axis Corp Bond Fund
Axis Ultra Short Duration Fund
Axis Dynamic Bond Fund
Axis Banking & PSU Debt Fund
Axis Banking & PSU Debt Fund
Axis Dynamic Bond Fund
Axis Floater Fund
Axis Floater Fund
Axis CRISIL IBX SDL May 2027 Index Fund
Axis CRISIL IBX SDL May 2027 Index Fund
Axis Long Duration Fund
Axis Long Duration Fund
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis FTP-112-1143D
Axis FTP-112-1143D
Axis CRISIL IBX SDL June 2034 Debt Index Fund
Axis CRISIL IBX SDL June 2034 Debt Index Fund
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%