Axis CRISIL IBX SDL May 2027 Index Fund Growth Return

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This Fund:
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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)

₹1,862 Cr

Lock In Period

N/A

Expense Ratio

0.28

Exit Load

Nil

Benchmark

CRISIL IBX SDL Index - May 2027

Axis CRISIL IBX SDL May 2027 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.44-0.893.98
6M2.871.0611.87
1Y6.094.3221.71
3Y7.4611.45135.01

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-07-31
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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 ₹1,862 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
Nippon India NiftyAAA CPSE BondPlusSDL-Apr2027Maturity60 40 IndexFund Growth02,905 CR0.32
Baroda BNP Paribas Banking and PSU Bond Fund Growth026 CR0.8
Axis CRISIL IBX SDL May 2027 Index Fund Growth01,862 CR0.28
Fund Name1Y3Y
This FundNippon India NiftyAAA CPSE BondPlusSDL-Apr2027Maturity60 40 IndexFund Growth6.00923.4614
This FundBaroda BNP Paribas Banking and PSU Bond Fund Growth7.80423.9555
This FundAxis CRISIL IBX SDL May 2027 Index Fund Growth6.086924.0946

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 : 0.44%
  • 6 Months : 2.87%
  • 1 Year : 6.09%
  • 3 Years : 7.46%
Returns of Axis CRISIL IBX SDL May 2027 Index Fund Growth are updated daily based on NAV of ₹ 13.1343 as on Aug 21,2026. Since inception, the return has been 24.09%.

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 ₹1,862 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.