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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹8 Cr

Lock In Period

N/A

Expense Ratio

0.45

Benchmark

CRISIL IBX SDL Index - June 2034

Exit Load

Nil

Summary

Latest details for Axis CRISIL IBX SDL June 2034 Debt Index Fund Growth include a ₹11.2844 NAV as of Feb 04,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Axis CRISIL IBX SDL June 2034 Debt Index Fund Growth AUM is ₹8 Cr, with a lock-in of N/A years, expense ratio of 0.45%, and benchmark CRISIL IBX SDL Index - June 2034. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.12% returns, against a category average of 0.77% and a category best of 3.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.120.773.10
6M-0.351.4811.87
1Y4.225.1121.71
3Y0.0013.71142.24

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-01-31
View allocation % by

1. 7.49% Tamilnadu State Development Loans (24/04/2034)62.38%
2. 7.94% Haryana State Development Loans (29/06/2034)8.96%
3. 7.44% Tamilnadu State Development Loans (05/06/2034)7.75%
4. 7.72% Maharashtra State Development Loans (25/05/2034)6.96%
5. 7.9% Andhra Pradesh State Development Loans (01/06/2034)6.38%
6. 7.44% Karnataka State Development Loans (28/02/2034)2.84%
7. 7.43% Tamilnadu State Development Loans (08/05/2034)0.62%

1. Net Receivables / (Payables)4.12%

About Fund

Axis CRISIL IBX SDL June 2034 Debt Index Fund Growth managed by Axis Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹8 Crore. The fund benchmarks its performance against the CRISIL IBX SDL Index - June 2034 while maintaining an expense ratio of 0.45. Under the expert guidance of Hardik Shah ,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

Hardik Shah

Mr. Hardik Shah has done B.E. Information Technology and MBA Finance. Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth0377.03 CR0.35
This FundAxis CRISIL IBX SDL June 2034 Debt Index Fund Growth08.09 CR0.45
Fund Name1Y3Y
This FundKotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth6.46820
This FundAxis CRISIL IBX SDL June 2034 Debt Index Fund Growth4.21790

FAQs

Axis CRISIL IBX SDL June 2034 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 SDL June 2034 Debt Index Fund Growth is 0.45. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis CRISIL IBX SDL June 2034 Debt Index Fund Growth’s fund performance is as follows:
  • 1 Month : -0.12%
  • 6 Months : -0.35%
  • 1 Year : 4.22%
  • 3 Years : 0.00%
Returns of Axis CRISIL IBX SDL June 2034 Debt Index Fund Growth are updated daily based on NAV of ₹ 11.2844 as on Feb 04,2026. Since inception, the return has been 0.00%.

You can invest in Axis CRISIL IBX SDL June 2034 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 SDL June 2034 Debt Index Fund Growth is ₹8 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis CRISIL IBX SDL June 2034 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.
Min Inv Amount: ₹500