AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW)

Other · Index
1,000
Min SIP
5,000
Min Lumpsum
0.16 %
Expense Ratio
Rating
2,060
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 8% - - 5%
Category Average 24.3% 15.1% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
C C I
7.45%
gsec2027
3.9%
GSEC2026
1.04%
GSEC2027
0.34%
Net CA & Others
-5.46%
Others
92.73%
View all Holdings
Holdings Sector Instrument Asset
C C I - - 7.45%
gsec2027 - - 3.9%
GSEC2026 - - 1.04%
GSEC2027 - - 0.34%
Net CA & Others - - -5.46%
Others
100%
View all Sectors
Sectors Asset
Govt Securities / Sovereign
96.97%
Net Curr Ass/Net Receivables
2.01%
Reverse Repos
1%
Others
0.02%

Advance Ratio

-2.69
Alpha
0.75
SD
0.1
Beta
-0.78
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the CRISIL IBX SDL – May 2027 before expenses, subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Managers

Hardik Shah

Mr Shah is a Fund Manager- Equity. He has more than 6 years of experience working at companies like Prabhudas Lilladher Pvt Ltd as PMS Analyst & Associate Fund Manager at Anandrathi Shares & Stockbrokers Ltd and Arihant Capital Markets Ltd as Research Analyst and Uday Exports Private Limited as Executive-Finance.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,63,225 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Frequently Asked Questions

How to invest in AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) ?

You can invest in AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) ?

The NAV of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) is ₹11 as of 23 February 2024.

How to redeem AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW)?

The minimum SIP amount of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) is ₹1000

How can I redeem my investments in AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.

How much returns have AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) generated ?

The AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) has delivered 5% since inception

What is the expense ratio of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) ?

The expense ratio of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) is 0.16 % as of 23 February 2024.

What is the AUM of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW)?

The AUM of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) is ₹2,63,225 Cr as of 23 February 2024

What are the top stock holdings of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW)?

The top stock holdings of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) are
  1. GSEC2027 - 16.54%
  2. GSEC2027 - 10.57%
  3. C C I - 7.45%
  4. GSEC2027 - 6.81%
  5. GSEC2027 - 5.99%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW)?

Yes, You can select both SIP or Lumpsum investment of AXIS Crisil IBX SDL May 2027 Index Fund – Dir (IDCW) based on your investment objective and risk tolerance.
Invest Now