Should I invest in Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund?

We don't give personal investment advice. Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Axis

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

Latest NAV

₹12.8086

As of

17 Jul 2026

845 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.04%	+0.18%	-0.14	145 / 291	Q2
1W	+0.13%	-0.08%	+0.21	94 / 291	Q2
2W	+0.30%	+0.22%	+0.08	79 / 291	Q2
1M	+0.66%	+0.71%	-0.05	149 / 291	Q3
3M	+1.68%	+2.09%	-0.41	138 / 288	Q2
6M	+2.81%	+1.30%	+1.51	128 / 276	Q2
YTD	+2.76%	+0.50%	+2.26	123 / 275	Q2
1Y	+5.08%	+2.18%	+2.90	91 / 261	Q2
2Y	+7.34%	+2.95%	+4.39	21 / 167	Q1
3Y	+7.29%	+10.34%	-3.05	79 / 130	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.42%	+6.61%	+0.81	128 / 291	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.76%	+0.47%	+2.30	121 / 273
2025	+8.27%	+5.14%	+3.13	58 / 211
2024	+8.15%	+13.66%	-5.51	97 / 136
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.78%

31 windows

min 4.4% · max 10.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+7.38%

6 windows

min 6.9% · max 7.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.35%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.82%

Mar 2026 → Apr 2026

% positive months

88.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Growth Plan	HDFC	₹10.8355	17 Jul 2026
Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Regular Plan - Growth Option	Nippon India	₹11.3121	17 Jul 2026
SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth	SBI	₹10.1599	17 Jul 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - REGULAR GROWTH	Bandhan	₹12.8510	17 Jul 2026
Aditya Birla Sun Life Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Regular Growth	Aditya Birla Sun Life	₹13.2139	17 Jul 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - Growth	Mirae Asset	₹13.3438	17 Jul 2026
Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund - Regular - Growth	Kotak	₹11.0466	17 Jul 2026
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Regular Plan - Growth	Edelweiss	₹13.3788	17 Jul 2026
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - Growth	DSP	₹12.9923	17 Jul 2026
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular - Growth	HSBC	₹13.1845	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹12.8086
16 Jul 2026	₹12.8036
15 Jul 2026	₹12.7923
14 Jul 2026	₹12.7786
13 Jul 2026	₹12.7915
10 Jul 2026	₹12.7918
9 Jul 2026	₹12.7807
8 Jul 2026	₹12.7752
7 Jul 2026	₹12.7876
6 Jul 2026	₹12.7797

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth is ₹12.8086. It's a Index Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth has NAV history starting from 27 Jan 2023, a track record of about 3 years 5 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth is managed by Axis. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth has delivered a absolute return of 5.08% — +2.9 pp ahead of the Index Fund category average of 2.18%. The fund ranks #91 of 261 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth has delivered a CAGR of 7.29% — -3.05 pp behind the Index Fund category average of 10.34%. The fund ranks #79 of 130 in its category — the third (Q3) quartile.

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth exactly 3 years ago would be worth approximately ₹123,491 today — a multiplier of 1.23×, based on the 3-year CAGR of 7.29%. The category average over the same window would have grown ₹1 lakh to ₹134,321.

A ₹10,000 monthly SIP in Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹400,634 today. That's an XIRR (money-weighted annualised return) of 7.07%.

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹400,634 — XIRR 7.07%.

On a 3-year basis, Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth ranks #79 out of 130 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.34%; this fund delivered 7.29%.

The worst peak-to-trough decline Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth has experienced over the last 3-year window is 0.82% — its NAV fell from a high on 10 Mar 2026 to a low on 02 Apr 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth averaged 7.38% (best 7.88%, worst 6.91%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth returned 8.27% — beating the Index Fund category average of 5.14% by 3.13 pp. It ranked #58 of 211 in its category that year.

Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.