Home› Funds› AXIS CRISIL IBX 50:50 Gilt Plus SDL September 2027

AXIS CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund- REGULAR PLAN-IDCW

Axis · Index Funds
High
₹12.89
Current NAV
23 Oct 2026
4.9%
1Y Return
7.2%
3Y CAGR
17.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.48).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.98).
  • Very large asset base (AUM: ₹18,030 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.48
Sharpe Ratio
0.78
Beta
6.98
Alpha
1.75
Sortino
Fund Details
Fund House Axis
Category Index Funds
AUM ₹18030 Cr
Expense Ratio 1.58%
Min SIP ₹500
Min Lumpsum ₹1000
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