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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)

₹1,996 Cr

Lock In Period

N/A

Expense Ratio

0.29

Benchmark

CRISIL IBX SDL Index - May 2027

Exit Load

Nil

Summary

Latest details for Axis CRISIL IBX SDL May 2027 Index Fund Growth include a ₹12.8685 NAV as of Apr 24,2026 and returns since inception of 23.89%. Minimum investments start at SIP ₹1000. The Axis CRISIL IBX SDL May 2027 Index Fund Growth AUM is ₹1,996 Cr, with a lock-in of N/A years, expense ratio of 0.29%, and benchmark CRISIL IBX SDL Index - May 2027. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.45% returns, against a category average of -1.62% and a category best of 3.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.45-1.623.10
6M2.780.3111.87
1Y6.222.5421.71
3Y7.408.67142.24

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-04-15
View allocation % by

1. 7.51% Maharashtra State Development Loans (24/05/2027)26.13%
2. 7.52% Gujarat State Development Loans (24/05/2027)17.51%
3. 7.52% Tamilnadu State Development Loans (24/05/2027)8.02%
4. 7.53% Haryana State Development Loans (24/05/2027)7.50%
5. 7.92% West Bangal State Development Loans (15/03/2027)5.25%
6. 7.52% Uttar Pradesh State Development Loans (24/05/2027)3.19%
7. 7.59% Karnataka State Development Loans (29/03/2027)3.16%
8. 7.88% Chattisgarh State Development Loans (15/03/2027)3.06%
9. 7.63% Gujarat State Development Loans (12/04/2027)2.54%
10. 7.51% Rajasthan State Development Loans (24/05/2027)2.53%
11. Net Receivables / (Payables)2.18%
12. 7.64% West Bangal State Development Loans (29/03/2027)2.04%
13. 7.86% Karnataka State Development Loans (15/03/2027)1.07%
14. 7.85% Rajasthan State Development Loans (15/03/2027)1.02%
15. Clearing Corporation of India Ltd0.92%
16. 7.75% Karnatak State Development Loans (01/03/2027)0.51%
17. 7.61% Uttar Pradesh State Development Loans (26/04/2027)0.51%
18. 7.61% Uttar Pradesh State Development Loans (11/05/2027)0.51%
19. 7.78% West Bengal State Development Loans (01/03/2027)0.41%
20. 7.87% Uttar Pradesh State Development Loans (15/03/2027)0.26%
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)3.79%
2. 8.31% Rajasthan State Development Loans (08/04/2027)3.32%
3. 6.58% Gujarat State Development Loans (31/03/2027)2.78%
4. 6.48% Rajasthan State Development Loans (02/03/2027)0.76%
5. 7.16% Haryana State Development Loans (24/05/2027)0.51%

About Fund

Axis CRISIL IBX SDL May 2027 Index Fund Growth managed by Axis Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹1,996 Crore. The fund benchmarks its performance against the CRISIL IBX SDL Index - May 2027 while maintaining an expense ratio of 0.29. 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 FundNippon India NiftyAAA CPSE BondPlusSDL-Apr2027Maturity60 40 IndexFund Growth02993.39 CR0.32
This FundICICI Prudential Nifty SDL Sep 2027 Index Fund Growth01475.39 CR0.29
This FundAxis CRISIL IBX SDL May 2027 Index Fund Growth01996.31 CR0.29
Fund Name1Y3Y
This FundNippon India NiftyAAA CPSE BondPlusSDL-Apr2027Maturity60 40 IndexFund Growth6.352923.3428
This FundICICI Prudential Nifty SDL Sep 2027 Index Fund Growth5.919323.7489
This FundAxis CRISIL IBX SDL May 2027 Index Fund Growth6.222323.8904

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 0.29. 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 : 0.45%
  • 6 Months : 2.78%
  • 1 Year : 6.22%
  • 3 Years : 7.40%
Returns of Axis CRISIL IBX SDL May 2027 Index Fund Growth are updated daily based on NAV of ₹ 12.8685 as on Apr 24,2026. Since inception, the return has been 23.89%.

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 ₹1,996 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.
Min Inv Amount: ₹500