Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth is a debt fund. This fund was started on 20 October, 2021. The fund is managed by Sachin Jain, Aditya Pagaria. This fund is suitable to keep your money safe.

1. Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth has ₹256 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.1.
   

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth has given a CAGR return of 5.71% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 8.18% and 7.02% respectively.

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth has allocated its funds majorly in Government, Corporate, Cash Equivalent. Its top holdings are Axis Nifty AAA BPSDL Apr 26 50:50 ETF

As it is a index funds - fixed income mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

To invest in units of Axis AAA Bond Plus SDL ETF - 2026 Maturity ETF, an open-ended Target Maturity Exchange Traded Fund with objective to replicate Nifty AAA Bond Plus SDL Apr 2026 50:50 Index by investing in bonds of issuers rated AAA and state development loans (SDL), subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Direct Growth has no lock in period.