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  • 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)

DebtTarget Maturity Fund
Top Ranked

10.9908

NAV (Feb 28)

7.53%
YTM
Scripbox Opinion
Top Ranked
These are the top-ranked funds within target maturity fund mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Internal View on Credit Quality

Good

The performance of the fund on a Internal View on Credit Quality metric has been Good

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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

10.9908

NAV (Feb 28)

Fund Returns

Last 1Y
7.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.8%
6 Month CAGR
3.6%

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
0.31
Launched (2y ago)
Feb 23, 2022
AUM in Crores
2060.447
ISIN
INF846K010H9
Lock-in
No Lock-in
Benchmark
CRISIL IBX SDL - May 2027
SIP Minimum
1000
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
7.53
Fund Managers

Hardik Shah

Fund Manager

Aditya Pagaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis CRISIL IBX SDL May 2027 Index Fund (Growth)70%8,87,328 1,54,7167.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-28

Top Debt Holdings

07.51 mh sdl 2027

16.3%
16.3%

07.52 gj sdl 2027

9.7%
9.7%

06.58 gj sdl 2027

8.3%
8.3%

07.52 tn sdl 2027

7.5%
7.5%

07.59 ka sdl 2027

5.8%
5.8%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 275,915 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
022-43255161
customerservice@axismf.com
Fund NameScripbox Opinion
Till Date CAGR

5.7%

7.9%

5.3%

7%

6%

8%

5.2%

7.5%

5.9%

7%

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

Axis CRISIL IBX SDL May 2027 Index Fund (G) is a Target Maturity Fund Debt fund and has delivered an annualised return of 4.8% over a period of 2 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 Aditya Pagaria, Hardik Shah.

Nav of Axis CRISIL IBX SDL May 2027 Index Fund (G) as of 2/28/2024 is ₹10.99 with the total AUM as of 2/29/2024 is ₹2060.447. 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 Low to Moderate Risk.

The minimum SIP amount for Axis CRISIL IBX SDL May 2027 Index Fund (G) is ₹1000 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.

Axis CRISIL IBX SDL May 2027 Index Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL IBX SDL - May 2027.

Axis CRISIL IBX SDL May 2027 Index Fund (G) is rated as a 4 fund in Debt and delivered 7.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis CRISIL IBX SDL May 2027 Index Fund (G).

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 Target Maturity Fund Debt scheme predominantly investing across Debt instruments 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 ₹1000. 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 Top Ranked 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 0.31% for regular plan.