Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

241 Cr

Lock In Period

N/A

Expense Ratio

0.26

Exit Load

Nil

Benchmark

CRISIL IBX Financial Services 3 to 6 Months DebtIndex

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.710.472.89
6M3.502.164.06
1Y0.004.477.51
3Y0.0012.4526.01

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-06-15
View allocation % by

1. 7.8445% Tata Capital Housing Finance Limited (18/09/2026)8.84%
2. Power Finance Corporation Limited (25/08/2026) (ZCB)8.70%
3. Kotak Mahindra Bank Limited (31/08/2026)8.70%
4. Small Industries Dev Bank of India (10/11/2026)8.57%
5. Bank of Baroda (15/12/2026)8.51%
6. HDFC Bank Limited (14/12/2026)8.51%
7. Indian Bank (22/01/2027)8.45%
8. Canara Bank (28/01/2027)8.44%
9. Punjab National Bank (28/01/2027)8.44%
10. National Bank For Agriculture and Rural Development (04/02/2027)8.42%
11. Clearing Corporation of India Ltd7.05%
12. Tata Capital Limited (28/08/2026) (ZCB)2.40%
13. 7.475% Kotak Mahindra Prime Limited (20/08/2026)1.76%
14. 6.17% LIC Housing Finance Limited (03/09/2026)1.76%
15. Union Bank of India (25/06/2026)1.76%
16. Net Receivables / (Payables)-0.30%

About Fund Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth managed by Axis Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹241 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 3 to 6 Months DebtIndex while maintaining an expense ratio of 0.26. Under the expert guidance of Aditya Pagaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Aditya Pagaria

Mr. Aditya has done his education from Institute of Technology and Management, SK Somaiya College. Prior to this he was working as Asst. Manager with ICICI Prudential AMC.

Peer Comparison

Fund Name1Y3Y
This FundKotak Nifty SDL Jul 2028 Index Fund Growth00
This FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth5.97190
This FundAxis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth00
This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth4.574825.0921
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth4.785225.3348

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth FAQs

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth is 0.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.71%
  • 6 Months : 3.50%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth are updated daily based on NAV of ₹ 10.5259 as on Jul 14,2026. Since inception, the return has been 0.00%.

You can invest in Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth is ₹241 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.