- Mutual Funds
- Axis Mutual Fund
- Axis CRISIL IBX SDL May 2027 Index Fund (Growth)
Formerly Axis CRISIL SDL 2027 Debt Idx Reg Gr
Axis CRISIL IBX SDL May 2027 Index Fund (Growth)
₹ 10.2378
NAV (Mar 20)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.2378
NAV (Mar 20)
Fund Returns
Last 1Y | 3.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 2.2% |
6 Month CAGR | 3% |
Scheme Information
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 (1y ago) | Feb 23, 2022 |
AUM in Crores | 1630.115 |
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 | 7.69 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis CRISIL IBX SDL May 2027 Index Fund (Growth) | NaN | NaN | % | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Debt Holdings
07.51 mh sdl 2027
14%07.52 gj sdl 2027
8.9%06.58 gj sdl 2027
8.6%07.52 tn sdl 2027
8.3%07.53 hr sdl 2027
6.7%Compare Axis CRISIL IBX SDL May 2027 Index Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 47,245 cr | ||
₹ 14,457 cr | ||
₹ 20,146 cr | ||
₹ 13,095 cr | ||
₹ 47,245 cr |
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 245,311 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6% | 7.9% | ||
4.3% | 7% | ||
6.6% | 8% | ||
6.2% | 7.5% | ||
6.4% | 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 2.2% over a period of 1 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, Kaustubh Sule.
Nav of Axis CRISIL IBX SDL May 2027 Index Fund (G) as of 3/20/2023 is ₹10.24 with the total AUM as of 3/21/2023 is ₹1630.115. 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 ₹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 3.3% 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)?
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.