Axis Crisil Ibx 50 50 Gilt Plus Sdl June 2028 Index Fund - Regular Plan - Growth

Q: How to check the XIRR of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Mutual Fund

Expense Ratio: 0.37

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028

Inception: 05-01-2023

Exit Load: Nil

Fund Size:₹67.58 Cr

Performance

Fund5.13%

Cat. Avg.1.75%

Fund7.32%

Cat. Avg.2.72%

Fund7.32%

Cat. Avg.10.69%

FundN/A

Cat. Avg.10.71%

10Y

FundN/A

Cat. Avg.11.39%

Fund7.41%

Cat. Avg.6.89%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.06% Government of India (10/04/2028)	DEBT	G-Sec	Sovereign	6.51%	22.77	33.82%
2	8.05% Tamilnadu State Development Loans (18/04/2028)	DEBT	SDL	Sovereign	6.79%	15.49	23.00%
3	8.15% Tamil Nadu State Development Loans (09/05/2028)	DEBT	SDL	Sovereign	6.79%	8.84	13.13%
4	8.44% Rajasthan State Development Loans (07/03/2028)	DEBT	SDL	Sovereign	6.85%	5.15	7.65%
5	8.16% Rajasthan State Development Loans (09/05/2028)	DEBT	SDL	Sovereign	6.86%	5.14	7.63%
6	8% Kerala State Development Loans (11/04/2028)	DEBT	SDL	Sovereign	6.87%	5.12	7.60%
7	Net Receivables / (Payables)	CASH	Others	Others		2.26	3.36%
8	6.73% Kerala State Development Loans (10/06/2028)	DEBT	SDL	Sovereign	6.86%	2.00	2.97%
9	Clearing Corporation of India Ltd	CASH	CCIL	CCIL	6.27%	0.57	0.84%

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Fund Details

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61638	+2.7%	+5.8%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.4%	+6.4%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+10.8%	+7.1%
SI	07 Feb, 23	2.10 L.	2.37 L.	+13.0%	+7.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.05 L.	+5.1%	+5.1%
2Y	16 Jul, 24	1 L.	1.15 L.	+15.2%	+7.3%
3Y	17 Jul, 23	1 L.	1.23 L.	+23.5%	+7.3%
SI	27 Jan, 23	1 L.	1.28 L.	+28.1%	+7.4%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.