Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.10%
NAV: ₹13.33 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth

  • ₹1,691.6 Cr
    AUM
  • ₹13.33
    NAV
  • 0.15%
    Expense Ratio
  • Debt
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.10% NA 0.78%
6 Months 2.87% NA 4.37%
1 Year 5.72% 5.72% 8.22%
2 Years 14.14% 6.84% 8.34%
3 Years 24.64% 7.62% 7.62%
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As on Thu Nov 05, 2026

Asset Allocation of Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth

debt instruments

97.58%

other assets or cash equivalents

2.42%
Top Holdings
Maharashtra State Sdl 7.51 24/05/2027
25.65%
Maharashtra State Sdl 7.51 24/05/2027
27.26%
Maharashtra State Sdl 7.51 24/05/2027
27.26%
Maharashtra State Sdl 7.51 24/05/2027
27.26%
Maharashtra State Sdl 7.51 24/05/2027
27.26%
 
Top Sectors
Unspecified
476.06%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth

Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth is one Debt mutual fund offered by Axis Mutual Fund. Launched on 23 Feb 2022, the fund aims Income over long term. Investments in state government securities (SDLs) replicating the composition of CRISIL IBX SDL Index - May 2027, subject to tracking errors. It manages assets worth ₹1,691.6 crore as on Sat Oct 31, 2026. The expense ratio stands at 0.15%.
The portfolio allocation consists of 97.58% in debt instruments, 2.42% in other assets or cash equivalents.Managed by Hardik Shah, it has delivered a return of 5.72% in the last year, a total return since inception of 6.31%.
While planning investment options savvy investors generally look at best sip plans depending on investment horizon.

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  • Aditya Pagaria

    Fund Manager

  • Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.

    Manager Education

  • Hardik Shah

    Fund Manager

  • Mr. Shah has done B.E. Information Technology and MBA Finance.

    Manager Education

Key Metrics of Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth

  • Standard Deviation
    0.91%
  • Mean
    7.34%
  • Sharpe Ratio
    1.95%
  • Sortino Ratio
    3.90%

Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth Fund Details

Fund Names Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth
Inception Date 23 Feb 2022
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at low to moderate risk
Category Average Annual Returns 8.22
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth Fund Returns Comparison

Compare Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth with other mutual funds in the same category

Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth

Bharat Bond ETF - April 2030-Growth

Bharat Bond ETF - April 2031-Growth

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bharat Bond ETF - April 2030-Growth trend ₹23,998 0.20% 0.04% 3.69% 7.38% 6.41%
Bharat Bond ETF - April 2031-Growth trend ₹12,890 0.25% -0.50% 3.07% 7.28% 6.27%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct-Growth trend ₹2,081 0.38% 1.30% 5.83% 7.49% 6.23%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct-IDCW trend ₹2,081 0.38% 1.30% 5.83% 7.49% 6.23%
Bharat Bond FOF - April 2030 Regular-Growth trend ₹8,376 -0.09% -0.71% 2.75% 7.06% 6.18%
Bharat Bond FOF - April 2030 Direct-Growth trend ₹8,376 -0.09% -0.71% 2.75% 7.06% 6.18%
Bharat Bond FOF - April 2030 Regular-IDCW trend ₹8,376 -0.09% -0.71% 2.75% 7.06% 6.18%
Bharat Bond FOF - April 2030 Direct-IDCW trend ₹8,376 -0.09% -0.71% 2.75% 7.06% 6.18%
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth trend ₹6,902 0.23% 0.99% 5.40% 7.52% 6.15%
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-IDCW Yearly trend ₹6,902 0.23% 0.99% 5.40% 7.52% 6.15%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Axis Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Axis CRISIL-IBX Aaa Bond Nbfc - Jun 2027 Index Fund Regular-Growth increase ₹2,798 0.34% 1.30% 3.20% 5.80% -
Axis CRISIL-IBX Aaa Bond Nbfc - Jun 2027 Index Fund Direct-Growth increase ₹2,798 0.37% 1.39% 3.37% 6.15% -
Axis CRISIL-IBX Aaa Bond Nbfc - Jun 2027 Index Fund Regular-IDCW increase ₹2,798 0.34% 1.30% 3.20% 5.80% -
Axis CRISIL-IBX Aaa Bond Nbfc - Jun 2027 Index Fund Direct-IDCW increase ₹2,798 0.37% 1.39% 3.37% 6.15% -
Axis CRISIL IBX SDL May 2027 Index Fund Regular-Growth increase ₹1,692 0.32% 1.06% 2.80% 5.58% 7.48%
Axis CRISIL IBX SDL May 2027 Index Fund Regular-IDCW increase ₹1,692 0.32% 1.06% 2.80% 5.58% 7.48%
Axis CRISIL IBX SDL May 2027 Index Fund Direct-IDCW increase ₹1,692 0.33% 1.10% 2.87% 5.72% 7.62%
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Regular-Growth increase ₹337 0.21% 0.66% 2.70% 4.66% 7.27%
Axis CRISIL IBX 50:50 Gilt Plus SDL Jun 2028 Index Fund Direct-Growth increase ₹337 0.22% 0.71% 2.79% 4.84% 7.46%
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increase growth is based on 1-month returns of the funds

Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Bharat Bond ETF - April 2030-Growth trend ₹23,998 ₹1,613.61 7.38% 6.41% -
Bharat Bond ETF - April 2031-Growth trend ₹12,890 ₹1,434.84 7.28% 6.27% -
Bharat Bond ETF - April 2032-Growth trend ₹10,181 ₹1,343.29 7.22% - -
Bharat Bond FOF - April 2030 Regular-Growth trend ₹8,376 ₹16.01 7.06% 6.18% -
Bharat Bond FOF - April 2030 Direct-Growth trend ₹8,376 ₹16.01 7.06% 6.18% -
Bharat Bond FOF - April 2030 Regular-IDCW trend ₹8,376 ₹16.01 7.06% 6.18% -
Bharat Bond FOF - April 2030 Direct-IDCW trend ₹8,376 ₹16.01 7.06% 6.18% -
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund-Growth trend ₹6,902 ₹13.34 7.32% 5.95% -
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth trend ₹6,902 ₹13.47 7.52% 6.15% -
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund-IDCW Yearly trend ₹6,902 ₹13.34 7.32% 5.95% -
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Top funds are based on Fund AUM

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Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Maharashtra State Sdl 7.51 24/05/2027Unspecified25.65%₹524.48 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified27.26%₹522.23 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified27.26%₹522.23 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified27.26%₹522.23 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified27.26%₹522.23 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified26.20%₹522.23 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified26.08%₹521.27 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified25.93%₹520.10 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified21.97%₹492.39 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified23.32%₹490.57 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified23.32%₹490.57 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified23.65%₹490.11 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified22.03%₹489.89 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified-—
Maharashtra State Sdl 7.51 24/05/2027Unspecified25.02%₹489.13 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified24.58%₹488.33 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified24.61%₹419.50 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified24.61%₹419.50 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified24.61%₹419.50 Cr
Maharashtra State Sdl 7.51 24/05/2027Unspecified24.46%₹418.35 Cr
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Frequently Asked Questions

Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth

What is the current AUM of Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth?

As of Sat Oct 31, 2026, Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth manages assets worth ₹1,691.6 crore

How has Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth performed recently?

  • 3 Months: 1.10%
  • 6 Months: 2.87%

What is the long-term performance of Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth?

  • 3 Years CAGR: 7.62%
  • Since Inception: 6.31%

What is the portfolio composition of Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth?

Debt: 97.58%, Others: 2.42%.

Who manages Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth?

Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth is managed by Hardik Shah from Axis Mutual Fund.

Which are the top companies Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth has invested in?

  • Maharashtra State SDL 7.51 24/05/2027 – 25.65% of the fund's portfolio
  • Maharashtra State SDL 7.51 24/05/2027 – 27.26% of the fund's portfolio
  • Maharashtra State SDL 7.51 24/05/2027 – 27.26% of the fund's portfolio
  • Maharashtra State SDL 7.51 24/05/2027 – 27.26% of the fund's portfolio
  • Maharashtra State SDL 7.51 24/05/2027 – 27.26% of the fund's portfolio

Which are the major sectors Axis CRISIL IBX SDL May 2027 Index Fund Direct-Growth focuses on?

  • Unspecified – 476.06% of the fund's portfolio
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