NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.41
-0.02%
NAV as on 17 Nov 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
NAV as on 17 Nov 24, 12:00 AM
low to moderate risk
index funds fixed income
debt
8.44%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
8.06%p.a.
Since Inception
About Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth scheme from Axis Asset Management Company Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Mar 2023, Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth is Index Funds - Fixed Income fund of its category with 31.62 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth delivered 8.4% annual returns during the last year. It has delivered 8.1% average annual returns since the fund was launched.
- Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the scheme is to provide investment returns corresponding to the total returns of the securities as represented by the CRISIL IBX 50:50 Gilt Plus SDL Index – September 2027 before expenses, subject to tracking errors. However, is be no assurance or guarantee that the investment objective of the Scheme will be achieved
Top 3 Holdings
7.38% Govt Stock 2027
50.50%
07.33 MH Sdl 2027
31.91%
07.23 Tn SDL 2027
14.31%
Fund Managers
- Aditya Pagaria (Mar 2023 - Present)
- Sachin Jain (Mar 2023 - Present)
Key Information
View Scheme Document
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth SIP Calculator
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NRI Mutual Fund Tax on Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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