Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund
Direct · Growth ₹12.62
20 Mar 2026
NAV
7.4%
3Y CAGR
7.5%
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.
4.20
Sharpe
-0.4%
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 | 7.7% | 4.6% | 10.7% |
| 3 Years | ₹36.00 L | ₹39.91 L | 7.3% | 6.9% | 7.7% |
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 | 7.7% | 14.4% | 9.3% | -6.7% |
| 3 Years | 7.3% | 11.1% | 12.1% | -3.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.8% | 8.1% | 5.0% | 9.9% | 1.15 | 3.79 | 100% | — | — |
| 3 Years | 7.4% | 7.4% | 7.0% | 8.0% | 4.20 | — | 100% | — | — |
-0.4%
Max Drawdown
0 mo
Drawdown Duration
1 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
21.10
1Y
20.04
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.63 | 0.01 | 5.4% | -2.2% | 5.8% | -0.1% |
| 3 Years | +0.99 | 0.01 | 6.2% | -3.8% | 7.5% | 7.8% |
| 5 Years | -1.29 | 0.01 | 6.4% | -4.0% | 5.2% | 7.2% |
| 7 Years | -2.78 | 0.01 | 6.4% | -4.0% | 3.7% | 5.1% |
| 10 Years | -3.88 | 0.01 | 6.4% | -4.0% | 2.6% | 3.6% |
| 12 Years | -4.31 | 0.01 | 6.4% | -4.0% | 2.1% | 3.0% |
| 15 Years | -4.74 | 0.01 | 6.4% | -4.0% | 1.7% | 2.4% |