Debt ETFs Low Risk
To replicate Nifty AAA Bond Plus SDL Apr 2026 50:50 Index by investing in bonds of issuers ratedAAA and state development loans (SDL), subject to tracking errors.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| ETFs | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.52% | 1.44% | 2.8% | 4.24% | 6.06% | 7.04% | 6.97% | 6.48% | 0% | 0% | 5.88% |
| Category returns | 0.49% | 0.78% | 1.59% | 2.67% | 4% | 6.58% | 6.68% | 6.57% | 5.57% | 5.31% | N/A |
| Absolute returns | 0.53% | 1.47% | 2.85% | 4.29% | 6.11% | 14.62% | 22.51% | 28.62% | 0% | 0% | 32.89% |
| Rank within category | 11 | 1 | 1 | 1 | 1 | 12 | 9 | 11 | 12 | 3 | N/A |
| Total Schemes in Category | 38 | 38 | 38 | 35 | 34 | 26 | 19 | 14 | 11 | 2 | N/A |
| ETFs | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Yearly returns | N/A | 1.99% | 7.08% | 7.71% | 7.03% | 1.87% |
| Q1 returns | N/A | 0.97% | 1.74% | 1.95% | 1.94% | 1.35% |
| Q2 returns | N/A | -2.24% | 1.93% | 1.76% | 2.05% | 0.51% |
| Q3 Returns | 2.27% | 1.47% | 1.49% | 2.08% | 1.45% | N/A |
| Q4 Returns | 0.75% | 1.82% | 1.74% | 1.71% | 1.42% | N/A |
Expense ratio: 0.28%
Inclusive of GST
Exit load
| Alpha | 0.0320613 |
| Beta | 0.1241 |
| Sharpe Ratio | 0.297689 |
| Sortino Ratio | 0.155713 |
| R-Squared | 0.5323 |
| Tracking Error | 0.666 |
| Downside Risk | 0.0483 |
| Std. Deviation (Annualised) | 0.4436 |
| ETFs | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India ETF Nifty 5 yr Benchmark G-Sec | 1.11% | 0.66% | 1.55% | 2.56% | 4.3% | 7.3% | 5.94% | 0% | 6.07% | 240.53 | 0.09 | 0.16 | Moderate |
| BHARAT Bond ETF - April 2030 | 0.42% | 0.69% | 0.94% | 2.53% | 4.55% | 7.27% | 6.53% | 0% | 7.33% | 24,760.80 | 0.01 | 0.16 | Moderate |
| ICICI Prudential Nifty 5 yr Benchmark G-SEC ETF | 1.08% | 0.64% | 1.5% | 2.48% | 4.43% | 7.25% | 0% | 0% | 6.62% | 20.32 | 0.20 | 0.16 | Moderate |
| BHARAT Bond ETF - April 2032 | 0.4% | 0.26% | 0.34% | 1.83% | 3.45% | 7.21% | 0% | 0% | 6.36% | 10,586.80 | 0.01 | 0.13 | Moderate |
| BHARAT Bond ETF - April 2031 | 0.45% | 0.45% | 0.52% | 1.96% | 3.9% | 7.19% | 6.33% | 0% | 5.97% | 13,165.60 | 0.01 | 0.13 | Moderate |
| BHARAT Bond ETF - April 2033 | 0.51% | 0.15% | 0.34% | 1.6% | 3.04% | 7.19% | 0% | 0% | 7.34% | 6,214.12 | 0.01 | 0.13 | Moderate |
| Motilal Oswal Nifty 5 Year Benchmark G-Sec ETF | 1.01% | 0.52% | 1.37% | 2.28% | 3.97% | 6.98% | 5.67% | 0% | 5.45% | 153.44 | 0.24 | 0.12 | Moderate |
| Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Current | 0.52% | 1.44% | 2.8% | 4.24% | 6.06% | 6.97% | 0% | 0% | 5.88% | 1,008.70 | 0.28 | 0.30 | Low |
| Nippon India ETF Nifty SDL Apr 2026 Top 20 Equal Weight | 0.47% | 1.3% | 2.7% | 4.11% | 5.86% | 6.94% | 6.17% | 0% | 6.28% | 4,321.78 | 0.20 | 0.26 | Low |
| Mirae Asset Nifty 8-13 yr G-Sec ETF | 0.64% | -0.06% | 0.68% | 0.92% | 2.03% | 6.92% | 0% | 0% | 7.29% | 92.96 | 0.11 | 0.11 | Moderate |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Cash & Cash Equivalents and Net Assets | 100.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 100.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 99.48% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.52% | |
| Total | 100.00% |
Sachin Jain has been associated with Axis AMC since 2017 and is responsible for managing domestic funds. Currently he oversees the Axis Overnight Fund, Axis Liquid Fund, Axis Ultra Short Duration Fund, Axis Strategic Bond Fund, Axis Gilt Fund.His experience and expertise includes money market and duration strategies in Fixed Income. Additionally, he has also worked on debt instruments like Corporate bonds, Government Securities, Derivatives and money market instruments.Sachin began his career in 2009 where he worked for Sunidhi Securities & Finance Limited. Prior to joining Axis AMC, he has worked for Sundaram AMC as a Fixed Income trader from 2013-2017.
RETURNS
It is an Open ended scheme that primarily invests in ETFs.
To replicate Nifty AAA Bond Plus SDL Apr 2026 50:50 Index by investing in bonds of issuers ratedAAA and state development loans (SDL), subject to tracking errors.
The scheme benchmark is the Nifty AAA Bond Plus SDL Apr 2026 50:50 Index
It is classified as Low Risk, suitable for investors with a Low risk appetite.
Returns Delivered by the funds are as follows:
1-year: 6.11%
3-year: 6.99%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹13.39 (approx.) for the Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF.
The fund’s AUM is approximately ₹957 Cr.
The expense ratio for the Regular Plan is 0.28.
.
Minimum SIP starts at ₹0.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Aditya Pagaria, Sachin Jain
This fund is suitable for investors with a Low risk tolerance.
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