Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Direct · Growth ₹12.65
20 Mar 2026
NAV
7.8%
3Y CAGR
7.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.77
Sharpe
-0.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 8.0% | 3.6% | 11.9% |
| 3 Years | ₹36.00 L | ₹40.27 L | 7.7% | 6.8% | 8.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 8.0% | 14.5% | 9.1% | -6.5% |
| 3 Years | 7.7% | 11.2% | 13.2% | -3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.3% | 8.3% | 4.2% | 10.7% | 1.57 | 6.94 | 100% | — | — |
| 3 Years | 7.8% | 7.8% | 7.1% | 8.2% | 3.77 | — | 100% | — | — |
-0.8%
Max Drawdown
1 mo
Drawdown Duration
0 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
10.18
1Y
9.56
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.68 | 0.02 | 4.6% | -1.6% | 4.6% | -5.2% |
| 3 Years | +0.57 | 0.02 | 6.2% | -3.3% | 7.1% | 9.3% |
| 5 Years | -1.60 | 0.02 | 6.4% | -3.7% | 4.9% | 6.0% |
| 7 Years | -2.99 | 0.02 | 6.4% | -3.7% | 3.5% | 4.3% |
| 10 Years | -4.02 | 0.02 | 6.4% | -3.7% | 2.4% | 3.0% |
| 12 Years | -4.42 | 0.02 | 6.4% | -3.7% | 2.0% | 2.5% |
| 15 Years | -4.82 | 0.02 | 6.4% | -3.7% | 1.6% | 2.0% |