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

Fund5.00%

Cat. Avg.2.61%

Fund7.27%

Cat. Avg.3.39%

Fund7.24%

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund7.38%

Cat. Avg.7.02%

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	6.08%	121.17	36.23%
2	8.05% Tamilnadu State Development Loans (18/04/2028)	DEBT	SDL	Sovereign	6.72%	107.60	32.17%
3	8.09% West Bengal State Development Loans (27/03/2028)	DEBT	SDL	Sovereign	6.80%	47.04	14.06%
4	7.18% Gujarat State Development Loans (07/06/2028)	DEBT	SDL	Sovereign	6.72%	30.30	9.06%
5	Net Receivables / (Payables)	CASH	Others	Others		5.63	1.68%
6	8.44% Rajasthan State Development Loans (07/03/2028)	DEBT	SDL	Sovereign	6.78%	5.14	1.54%
7	8.16% Rajasthan State Development Loans (09/05/2028)	DEBT	SDL	Sovereign	6.80%	5.13	1.53%
8	8% Kerala State Development Loans (11/04/2028)	DEBT	SDL	Sovereign	6.80%	5.11	1.53%
9	8.15% Tamil Nadu State Development Loans (09/05/2028)	DEBT	SDL	Sovereign	6.72%	3.69	1.10%
10	6.73% Kerala State Development Loans (10/06/2028)	DEBT	SDL	Sovereign	6.79%	2.00	0.60%

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Fund Details

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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	61625	+2.7%	+5.6%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.4%	+6.3%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.8%	+7.0%
SI	07 Feb, 23	2.10 L.	2.37 L.	+13.0%	+7.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+5.0%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+15.0%	+7.2%
3Y	20 Jul, 23	1 L.	1.23 L.	+23.3%	+7.2%
SI	27 Jan, 23	1 L.	1.28 L.	+28.1%	+7.4%

SIP Planner

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Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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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.