Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | 0.11% | 0.05% | 0.98% | 2.53% | 5.20% | 7.46% | – | – | – |
NAV history
About this fund
Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund is a passive index fund/ETF offered by Axis Mutual Fund, classified under Debt as Index Funds - Debt Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹12.99, with assets under management of about ₹36 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund has recorded a return of about 5.2%, with a three-year return of 7.5%. Its annualised volatility is 0.9% — relatively low fluctuations — and its Sharpe ratio is -1.46, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.13%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.63 | 8.04 | 4.96 | 9.90 | 100% | 0% |
| 3Y | 7.44 | 7.41 | 7.05 | 8.02 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HSBC CRISIL IBX Gilt June 2027 Index Fund Index Funds - Debt Funds | 0.16 | 0.97 | 2.39 | 5.01 | 7.36 | – | – | 0.13 |
| UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund Index Funds - Debt Funds | -0.22 | 0.73 | 2.45 | 4.80 | 7.45 | – | – | 0.18 |
| Baroda BNP Paribas NIFTY SDL December 2028 Index Fund Index Funds - Debt Funds | -0.17 | 0.29 | 2.23 | 4.36 | 7.44 | – | – | 0.17 |
| Invesco India Nifty G-sec Jul 2027 Index Fund Index Funds - Debt Funds | 0.15 | 0.96 | 2.39 | 5.02 | 7.38 | – | – | 0.12 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Index Funds - Debt Funds | -1.67 | -1.93 | 0.43 | 1.97 | 7.22 | – | – | 0.12 |
| Mirae Asset Nifty SDL June 2028 Index Fund Index Funds - Debt Funds | -0.24 | 0.70 | 2.50 | 4.89 | 7.56 | – | – | 0.16 |
| Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund Index Funds - Debt Funds | 0.19 | 1.43 | 3.05 | 6.07 | – | – | – | 0.13 |
| Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Index Funds - Debt Funds | 0.10 | 1.28 | 2.86 | 5.89 | – | – | – | 0.08 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Gold Fund Other Scheme - FoF Domestic | -6.10 | -1.85 | -6.20 | 11.42 | 31.29 | 23.21 | 15.24 | 0.15 |
| Axis Medium Term Fund Debt Scheme - Medium Duration Fund | -0.54 | 0.20 | 2.50 | 5.29 | 8.17 | 7.15 | 7.67 | – |
| Axis Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -1.54 | -1.86 | -0.65 | -0.69 | 6.16 | 5.47 | 7.09 | 0.94 |
| Axis ELSS- Tax Saver Fund Equity Scheme - ELSS | -4.97 | -4.34 | -2.20 | -6.63 | 9.00 | 4.47 | 11.55 | 0.73 |
| Axis Midcap Fund Equity Scheme - Mid Cap Fund | -6.96 | -5.48 | -1.27 | -0.34 | 14.42 | 11.39 | 16.62 | 0.54 |
| Axis Short Term Fund Debt Scheme - Short Duration Fund | -0.28 | 0.46 | 2.32 | 4.81 | 7.61 | 6.69 | 7.37 | – |
| Axis Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.14 | 1.23 | 2.83 | 5.96 | 7.34 | 6.67 | 6.99 | – |
| Axis Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -4.36 | -3.10 | -1.99 | 0.58 | 12.52 | 7.89 | 11.23 | 0.70 |