MonitorDirect · Growth
JioBlackRock Nifty 8-13 yr G-Sec Index Fund
- NAV
- 10.3369
- 15 Sept 2026
- 1Y
- +2.8%
- Trailing CAGR
- AUM
- ₹31.37 Cr
- 31 Aug 2026
- Volatility
- Low
- 3.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+3.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +3.3%
- Calendar-day CAGR
- Excess 1Y
- -3.2%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 23 recovered episodes
- Longest recovery
- 74 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
11 Mar 2026 – 15 Jun 2026
Trough 2 Apr 2026 · recovered in 74 days
-2.7%
14 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-1.5%
26 Nov 2025 – 12 Jan 2026
Trough 22 Dec 2025 · recovered in 21 days
-0.9%
12 Jan 2026 – 5 Feb 2026
Trough 2 Feb 2026 · recovered in 3 days
-0.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
28
Vs category
30
Consistency
0
Risk-adjusted
0
Drawdown
93
Mean
30
Portfolio
31 Aug 2026 · 5 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 51.9%
- Effective holdings
- 2.7
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
51.9%
GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100
Entities
25.9%
GOVERNMENT OF INDIA 35943 GOI 05MY35 6.33 FV RS 100
Entities
19.8%
Net Receivables
Unspecified
2.0%
Repo
Unspecified
0.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund
Axis Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.4%
- Vol
- 0.9%
- Max DD
- -0.4%
- Sharpe
- 2.57
- 3Y win
- +15%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund
Axis Mutual Fund
- 1Y
- +6.1%
- 3Y
- n/a
- Vol
- 0.8%
- Max DD
- -0.4%
- Sharpe
- 2.43
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund
Axis Mutual Fund
- 1Y
- +6.6%
- 3Y
- n/a
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 3.04
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund
Axis Mutual Fund
- 1Y
- +6.3%
- 3Y
- n/a
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 2.68
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis Nifty SDL September 2026 Debt Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.3%
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 2.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns