Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund is a index funds etfs fund of Axis Asset Management Co. Ltd. with ₹338 cr under management. It is ahead of its benchmark (CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028) in 1 of 2 periods. Its direct plan charges 0.19% a year. Hardik Shah has managed it for 3.7 years.
Has Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund beaten its benchmark?
Ahead of its benchmark, CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028, in 1 of 2 periods in AMFI's figures; +5.14% over the last year against +5.11%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | +0.02% | −3.60% | — |
| 3 months | +0.85% | −5.03% | — |
| 6 months | +2.54% | −1.83% | — |
| 1 year | +4.95% | −4.06% | +9.01 pts |
| 3 years | +7.48% | +9.27% | −1.79 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 27 Jan 2023 | +7.31% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +5.14% | +4.96% | +5.11% | +0.03 | 🔒 |
| 3y | +7.52% | +7.32% | +7.67% | −0.15 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Jan 2023 to 14 Oct 2026₹100 put in at the start of Jan 2023 would be ₹130 on 14 Oct 2026, against ₹153 in the Nifty 500 TRI.
What does Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund cost?
0.19% a year on the direct plan, 0.36% on the regular plan; 38 of 285 funds in its category charge less.
Who manages Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund?
Hardik Shah, since 24 Jan 2023.
What does Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund hold?
11 holdings as of 30 Sep 2026; the ten largest are 96.2% of the fund, the largest 7.06% Government of India (10/04/2028) at 35.6%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund?
Hardik Shah (Primary) since 24 Jan 2023.
What is the expense ratio of Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund?
0.19% a year on the direct plan and 0.36% on the regular plan (expense report, Oct 2026).
How has Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund done?
Its direct plan returned +7.52% a year over 3 years against +7.67% for its benchmark, CRISIL IBX 50:50 Gilt Plus SDL Index - June 2028, as of 13 Oct 2026.
See Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund beside your own funds in Valarth
