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

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

You can track the exact XIRR and portfolio overlapping of Axis CRISIL IBX 50 50 Gilt Plus SDL June 2028 Index Fund - Direct 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 - Direct Plan - Growth?

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

Axis Mutual Fund

Expense Ratio: 0.2

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

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

Inception: 05-01-2023

Exit Load: Nil

Fund Size:₹67.58 Cr

Performance

Fund5.31%

Cat. Avg.2.26%

Fund7.52%

Cat. Avg.3.16%

Fund7.51%

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund7.61%

Cat. Avg.7.39%

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

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

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%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61688	+2.8%	+5.9%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.6%	+6.6%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.1%	+7.3%
SI	07 Feb, 23	2.10 L.	2.38 L.	+13.3%	+7.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.05 L.	+5.3%	+5.3%
2Y	16 Jul, 24	1 L.	1.16 L.	+15.6%	+7.5%
3Y	17 Jul, 23	1 L.	1.24 L.	+24.2%	+7.5%
SI	27 Jan, 23	1 L.	1.29 L.	+29.0%	+7.6%

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.