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  • Axis Mutual Fund
  • Axis CRISIL IBX SDL May 2027 Index Fund (Growth)

Formerly Axis CRISIL SDL 2027 Debt Idx Reg Gr

Axis Mutual Fund

Axis CRISIL IBX SDL May 2027 Index Fund (Growth)

OtherOther

10.1018

NAV (Dec 01)

1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.1018

NAV (Dec 1)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

1%

6 Month CAGR

4.2%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index – May 2027 before expenses,subject to tracking errors. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio

0.3

Launched (0y ago)

Feb 23, 2022

AUM in Crores

1415.184

ISIN

INF846K010H9

Lock-in

No Lock-in

Benchmark

CRISIL IBX SDL - May 2027

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.59

Fund Managers

Kaustubh Sule

Fund Manager

Hardik Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-01

Top Stock Holdings

07.51 mh sdl 2027

14.6%
14.6%

07.52 gj sdl 2027

10.7%
10.7%

06.58 gj sdl 2027

6.9%
6.9%

07.52 tn sdl 2027

6%
6%

07.52 up sdl 2027

4.5%
4.5%
See all holdings

Compare Axis CRISIL IBX SDL May 2027 Index Fund (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 5 cr

₹ 14 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    8%

    4.1%

    7%

    6%

    7%

    6.5%

    8.1%

    5.7%

    7.6%

    Axis CRISIL IBX SDL May 2027 Index Fund (G) Review

    Axis CRISIL IBX SDL May 2027 Index Fund (G) is a Other Other fund and has delivered an annualised return of 1% over a period of 0 years. The fund was previously known as Axis CRISIL SDL 2027 Debt Idx Reg Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hardik Shah, Kaustubh Sule.

    Nav of Axis CRISIL IBX SDL May 2027 Index Fund (G) as of 12/1/2022 is ₹10.10 with the total AUM as of 12/2/2022 is ₹1415.184. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis CRISIL IBX SDL May 2027 Index Fund (G) was launched on Feb 23, 2022. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Axis CRISIL IBX SDL May 2027 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Axis CRISIL IBX SDL May 2027 Index Fund (G)?

    Axis CRISIL IBX SDL May 2027 Index Fund (G) is a Other Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis CRISIL IBX SDL May 2027 Index Fund (G)?

    You can invest in Axis CRISIL IBX SDL May 2027 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis CRISIL IBX SDL May 2027 Index Fund (G)?

    The minimum sip amount for Axis CRISIL IBX SDL May 2027 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Axis CRISIL IBX SDL May 2027 Index Fund (G) good to invest in?

    As per Scripbox experts, Axis CRISIL IBX SDL May 2027 Index Fund (G) is a Not Reviewed Yet fund. You can investAxis CRISIL IBX SDL May 2027 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis CRISIL IBX SDL May 2027 Index Fund (G)?

    The expense ratio of the Axis CRISIL IBX SDL May 2027 Index Fund (G) is 0.3% for regular plan.