OriginFunds
Axis Mutual Fund

AXIS CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund- REGULAR PLAN-IDCW

Open Ended Schemes(Other Scheme - Index Funds)Low to Moderate RiskISIN INF846K016O2
NAV · 06-Jul-2026
12.7538
1M
+0.95%
6M
+2.75%
1Y (CAGR)
+5.46%
3Y (CAGR)
+7.26%
5Y (CAGR)
Since inception (CAGR)
+7.53%

NAV history

10.8711.5412.2204-07-202303-07-202612.75
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
0.85%
Downside dev (3y)
0.62%
Max drawdown (3y)
-0.4%
Sharpe (3y)
0.89
SIP XIRR (3y)
+7.02%
Calendar-year returns
2024 +7.9%2025 +7.9%

Fund facts

AUM₹356 Cr
TER · AMFI officialDirect 0.15% · Regular 0.40% (2026-06-30)
Launch date08-Feb-2023
Plan typeOpen Ended · Others
Min lumpsumRs. 5000/- & in multiple of Re. 1 thereafter
Lock-inNone
Volatility0.91
AMCAxis Asset Management Co. Ltd.

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 – September 2027 before expenses, subject to tracking errors. However, is be no assurance or guarantee that the investment objective of the Scheme will be achieved

scheme documents ↗