• Home
  • Mutual Funds
  • Axis CRISIL IBX SDL May 2027 Index Fund Growth

Axis CRISIL IBX SDL May 2027 Index Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

Axis CRISIL IBX SDL May 2027 Index Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹2,004 Cr

Lock In Period

N/A

Expense Ratio

0.28

Exit Load

Nil

Benchmark

CRISIL IBX SDL Index - May 2027

Summary

Axis CRISIL IBX SDL May 2027 Index Fund Growth NAV is ₹12.9221 as of 5 Jun, 2026. Axis CRISIL IBX SDL May 2027 Index Fund Growth has delivered 23.06% returns since its launch. The minimum SIP investment amount in Axis CRISIL IBX SDL May 2027 Index Fund Growth is ₹1000. The AUM of Axis CRISIL IBX SDL May 2027 Index Fund Growth is ₹2,004 Cr. The expense ratio of the fund is 0.28%, and its benchmark is CRISIL IBX SDL Index - May 2027. The current exit load of the fund is Nil. In the last 1M months, Axis CRISIL IBX SDL May 2027 Index Fund Growth has delivered 0.38% returns.

Axis CRISIL IBX SDL May 2027 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(%)
1M0.38-1.303.10
6M2.66-0.1311.87
1Y5.282.7021.71
3Y7.1610.64142.24

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-05-15
View allocation % by

1. 7.51% Maharashtra State Development Loans (24/05/2027)26.02%
2. 7.52% Gujarat State Development Loans (24/05/2027)17.43%
3. 7.52% Tamilnadu State Development Loans (24/05/2027)9.75%
4. 7.53% Haryana State Development Loans (24/05/2027)7.47%
5. 7.92% West Bangal State Development Loans (15/03/2027)5.21%
6. 7.52% Uttar Pradesh State Development Loans (24/05/2027)3.18%
7. 7.88% Chattisgarh State Development Loans (15/03/2027)3.04%
8. Net Receivables / (Payables)2.79%
9. 7.63% Gujarat State Development Loans (12/04/2027)2.53%
10. 7.51% Rajasthan State Development Loans (24/05/2027)2.53%
11. 7.64% West Bangal State Development Loans (29/03/2027)2.02%
12. 7.59% Karnataka State Development Loans (29/03/2027)1.87%
13. 7.86% Karnataka State Development Loans (15/03/2027)1.06%
14. 7.85% Rajasthan State Development Loans (15/03/2027)1.01%
15. 7.75% Karnatak State Development Loans (01/03/2027)0.51%
16. 7.61% Uttar Pradesh State Development Loans (26/04/2027)0.51%
17. 7.61% Uttar Pradesh State Development Loans (11/05/2027)0.51%
18. 7.78% West Bengal State Development Loans (01/03/2027)0.40%
19. Clearing Corporation of India Ltd0.30%
20. 7.87% Uttar Pradesh State Development Loans (15/03/2027)0.25%
21. 7.62% Tamilnadu State Development Loans (29/03/2027)0.25%
22. 7.59% Rajasthan State Development Loans (15/02/2027)0.15%
23. 7.55% Kerala State Development Loans (11/05/2027)0.10%
24. 7.80% Haryana State Development Loans 2027 (01/03/2027)0.03%

1. 6.72% Kerala State Development Loans (24/03/2027)3.76%
2. 8.31% Rajasthan State Development Loans (08/04/2027)3.30%
3. 6.58% Gujarat State Development Loans (31/03/2027)2.76%
4. 6.48% Rajasthan State Development Loans (02/03/2027)0.75%
5. 7.16% Haryana State Development Loans (24/05/2027)0.50%

About Fund Axis CRISIL IBX SDL May 2027 Index Fund Growth

Axis CRISIL IBX SDL May 2027 Index Fund Growth managed by Axis Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹2,004 Crore. The fund benchmarks its performance against the CRISIL IBX SDL Index - May 2027 while maintaining an expense ratio of 0.28. 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
ICICI Prudential Nifty SDL Sep 2027 Index Fund Growth01488.37 CR0.29
Axis CRISIL IBX SDL May 2027 Index Fund Growth02004.26 CR0.28
Fund Name1Y3Y
This FundICICI Prudential Nifty SDL Sep 2027 Index Fund Growth4.810622.7227
This FundAxis CRISIL IBX SDL May 2027 Index Fund Growth5.279423.0571

Axis CRISIL IBX SDL May 2027 Index Fund Growth FAQs

Axis CRISIL IBX SDL May 2027 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 May 2027 Index Fund Growth is 0.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis CRISIL IBX SDL May 2027 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.38%
  • 6 Months : 2.66%
  • 1 Year : 5.28%
  • 3 Years : 7.16%
Returns of Axis CRISIL IBX SDL May 2027 Index Fund Growth are updated daily based on NAV of ₹ 12.9221 as on Jun 03,2026. Since inception, the return has been 23.06%.

You can invest in Axis CRISIL IBX SDL May 2027 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 May 2027 Index Fund Growth is ₹2,004 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis CRISIL IBX SDL May 2027 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.