Axis Crisil Ibx 50 50 Gilt Plus Sdl September 2027 Index Fund- Regular Plan-Growth

Q: How to check the XIRR of AXIS CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index Fund- REGULAR PLAN-GROWTH?

You can track the exact XIRR and portfolio overlapping of AXIS CRISIL IBX 50 50 Gilt Plus SDL September 2027 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 September 2027 Index Fund- REGULAR PLAN-GROWTH?

Use the MutualSaathi Portfolio Analyzer to compare AXIS CRISIL IBX 50 50 Gilt Plus SDL September 2027 Index Fund- REGULAR PLAN-GROWTH with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Mutual Fund

Expense Ratio: 0.4

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX 50:50 Gilt Plus SDL Index - Sep 2027

Inception: 08-02-2023

Exit Load: Nil

Fund Size:₹35.17 Cr

Performance

Fund5.50%

Cat. Avg.2.61%

Fund7.16%

Cat. Avg.3.39%

Fund7.18%

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund7.50%

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	7.38% Government of India (20/06/2027)	DEBT	G-Sec	Sovereign	5.74%	17.27	48.03%
2	7.33% Maharashtra State Development Loans (13/09/2027)	DEBT	SDL	Sovereign	6.39%	10.12	28.13%
3	7.23% Tamilnadu State Development Loans (14/06/2027)	DEBT	SDL	Sovereign	5.96%	2.53	7.04%
4	7.24% Tamil Nadu State Development Loans (28/06/2027)	DEBT	SDL	Sovereign	5.96%	1.01	2.82%
5	7.45% Rajasthan State Development Loans (27/09/2027)	DEBT	SDL	Sovereign	6.44%	1.01	2.82%
6	7.27% Tamilnadu State Development Loans (12/07/2027)	DEBT	SDL	Sovereign	6.39%	1.01	2.81%
7	6.38% Maharashtra State Development Loans (25/08/2027)	DEBT	SDL	Sovereign	6.38%	0.86	2.40%
8	Net Receivables / (Payables)	CASH	Others	Others		0.60	1.66%
9	Clearing Corporation of India Ltd	CASH	CCIL	CCIL	5.32%	0.54	1.49%
10	7.2% Maharashtra State Development Loans (09/08/2027)	DEBT	SDL	Sovereign	6.39%	0.50	1.40%

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Fund Details

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Short Duration FundModerate RiskDebt

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Fund Details

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NAV / Fund Size₹32.87₹12,745.30 Cr

Short Duration FundModerate RiskDebt

5.43%

7.39%

7.26%

6.24%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61698	+2.8%	+5.8%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.5%	+6.5%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.8%	+7.0%
SI	08 Mar, 23	2.05 L.	2.31 L.	+12.5%	+7.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+5.4%	N/A
2Y	22 Jul, 24	1 L.	1.15 L.	+14.8%	+7.2%
3Y	20 Jul, 23	1 L.	1.23 L.	+23.1%	+7.2%
SI	01 Mar, 23	1 L.	1.28 L.	+27.8%	+7.5%

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.