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

Index Fund
Invest Now

  • NAV

    12.24(-0.01%)

  • Fund Size (CR)

    ₹2,243.1

  • Expense Ratio

    0.16

  • Scheme Type

    Passive Fund

  • Value Research

  • Min. investment

    ₹5,000

  • Minimum Additional Investment

    ₹1,000

  • Minimum SIP Investment

    ₹1,000

  • Minimum Withdrawal

    ₹0

  • Exit Load Nil

    0%

  • Return Since Launch

    6.47%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 2.70%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Hardik Shah

Bench Mark

CRISIL IBX SDL - May 2027

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 7 May 202510019.980.20%-1.60%884/1099
1 Month11 April 202510115.621.16%-6.05%839/1084
3 Month14 February 202510279.592.80%-6.69%839/1018
6 Month14 November 202410469.884.70%-2.62%376/926
1 Year14 May 202410943.469.43%9.43%8.63%395/764
3 Year13 May 202212603.7226.04%8.00%16.55%260/318
5 Year--0%-23.04%-/-
Since Inception23 February 202212239.6022.40%6.47%8.81%749/1099

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year3 June 20241,20,000125558.204.63% 4.63%
3 Year1 June 20223,60,000407714.4313.25% 4.24%
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.50%

Standard Deviation

0.06%

Beta

0.62%

Sharpe Ratio

4.88%

Treynor's Ratio

0.73%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
There's no data available of Stock Holdings

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW)
2243.101.16%2.80%4.70%9.43%8.00%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)
49.378.29%14.19%13.04%23.48%-
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (IDCW)
49.378.29%14.19%13.04%23.47%-
Tata Nifty Financial Services Index Fund-Dir (G)
84.276.31%12.54%12.06%22.44%-
Tata Nifty Financial Services Index Fund-Dir (IDCW)
84.276.31%12.54%12.06%22.44%-
Tata Nifty Financial Services Index Fund-Dir (IDCW) RI
84.276.31%12.54%12.06%22.44%-

List of Schemes under Axis Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
AXIS Banking & PSU Debt FundDebtModerate9.35%4₹13,313.34
AXIS Gilt FundDebtModerate12.24%4₹836.04
AXIS Dynamic Bond FundDebtModerate11.14%2₹1,337.28
AXIS Gold FundOtherHigh27.86%5₹1,032.79
AXIS Liquid FundDebtModerately Low7.41%4₹39,069.41
AXIS ELSS Tax Saver FundEquityVery High11.54%1₹34,949.86
AXIS Midcap FundEquityVery High12.78%2₹28,809.45
AXIS Short Duration FundDebtModerate10.06%4₹9,640.47
AXIS Treasury Advantage FundDebtModerately Low8.44%4₹6,132.90
AXIS Multi Asset Allocation FundHybridVery High12.5%1₹1,390.80
AXIS Bluechip FundEquityVery High10.2%1₹33,218.10
AXIS Focused FundEquityVery High11.58%1₹12,665.01
AXIS Strategic Bond FundDebtModerately High10.69%4₹1,930.40
AXIS Conservative Hybrid FundHybridModerately High11.56%2₹274.92
AXIS Small Cap FundEquityVery High14.04%3₹23,317.93
AXIS Credit Risk FundDebtModerately High9.93%4₹363.15
AXIS Arbitrage FundHybridLow7.84%4₹6,299.25
AXIS Equity Savings FundHybridModerately High10.29%2₹941.62
AXIS Children's Fund - Lock inSolution OrientedVery High15.41%1₹885.69
AXIS Children's Fund - Lock inSolution OrientedVery High15.63%1₹885.69
AXIS Corporate Bond FundDebtModerate10.45%4₹6,773.20
AXIS Balanced Advantage FundHybridVery High15.88%3₹2,935.36
AXIS Flexi Cap FundEquityVery High13.47%1₹12,352.57
AXIS Aggressive Hybrid FundHybridVery High14.47%1₹1,548.82
AXIS Ultra Short Duration FundDebtModerately Low8.03%4₹6,122.17
AXIS Growth Opportunities FundEquityVery High11.64%3₹13,755.24
AXIS Overnight FundDebtLow6.6%5₹9,112.66
AXIS Money Market FundDebtModerately Low8.23%4₹17,354.56
AXIS Nifty 100 Index FundOtherVery High9.79%3₹1,827.25
AXIS Retirement Fund - APSolution OrientedVery High13.83%2₹808.30
AXIS Retirement Fund - DPSolution OrientedVery High13.98%2₹330.45
AXIS Retirement Fund - CPSolution OrientedHigh10.81%1₹62.48
AXIS Income Plus Arbitrage Active FOFOtherModerately High10.38%0₹203.04
AXIS ESG Integration Strategy FundEquityVery High9.62%0₹1,232.30
AXIS Global Equity Alpha Fund of FundOtherVery High16.88%0₹825.50
AXIS Innovation FundEquityVery High11.45%0₹1,120.71
Axis Greater China Equity Fund Of FundOtherVery High10.08%0₹469.88
AXIS Global Innovation Fund of FundOtherVery High14.22%0₹467.16
AXIS Quant FundEquityVery High0.43%0₹962.94
AXIS Floater FundDebtModerately Low12.01%1₹181.14
AXIS Value FundEquityVery High14.81%4₹853.13
AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOFOtherModerate7.65%0₹256.03
AXIS Nifty 50 Index FundOtherVery High11.96%3₹683.72
AXIS Multicap FundEquityVery High16.98%3₹7,235.36
AXIS Nifty Next 50 Index FundOtherVery High0.64%2₹323.35
AXIS Equity ETFs FoFOtherVery High1.87%1₹31.03
AXIS Crisil IBX SDL May 2027 Index FundOtherModerate9.43%0₹2,243.10
AXIS Nifty Smallcap 50 Index FundOtherVery High8.32%2₹447.25
AXIS Nifty Midcap 50 Index FundOtherVery High12.04%4₹423.69
AXIS Silver Fund of FundOtherModerately High14.37%0₹86.97
AXIS NASDAQ 100 Fund of FundOtherVery High18.91%0₹153.30
AXIS Nifty SDL September 2026 Debt Index FundOtherModerately Low8.68%0₹76.58
AXIS Long Duration FundDebtModerate11.92%0₹0.00
AXIS CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index FundOtherModerate10.23%0₹76.98
AXIS Business Cycles FundEquityVery High10.43%0₹2,330.00
AXIS CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index FundOtherModerate9.47%0₹33.36
AXIS FTP - Series 112 (1143 Days)DebtModerately Low8.21%0₹78.69
AXIS NIFTY G-Sec September 2032 Index Fund-Reg (G)OtherModerate0%0₹0.00
AXIS FTP - Series 113 (1228 Days)DebtModerate8.28%0₹95.13
AXIS S&P 500 ETF Fund of FundOtherVery High0%0₹0.00
AXIS Nifty IT Index FundOtherVery High16.23%0₹125.02
AXIS India Manufacturing FundEquityVery High8.89%0₹5,360.92
Axis US Treasury Dynamic Bond ETF Fund of FundOtherVery High7.01%0₹58.05
AXIS FTP - Series 119 (71 Days)DebtModerately Low0%0₹0.00
AXIS BSE Sensex Index FundOtherVery High12.11%0₹47.71
AXIS CRISIL IBX SDL June 2034 Debt Index FundOtherModerate11.94%0₹15.21
AXIS Nifty Bank Index FundOtherVery High0%0₹143.45
AXIS Nifty 500 Index FundOtherVery High0%0₹259.43
AXIS Consumption FundEquityVery High0%0₹4,114.23
AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index FundOtherModerate0%0₹738.23
AXIS Nifty500 Value 50 Index FundOtherVery High0%0₹86.80
AXIS CRISIL-IBX AAA Bond Financial Services-Sep 2027 Index FundOtherModerate0%0₹108.11
AXIS Momentum FundEquityVery High0%0₹1,293.21
AXIS CRISIL-IBX AAA Bond NBFC-HFC-Jun 2027 Index FundOtherModerate0%0₹47.64
AXIS Nifty500 Momentum 50 Index FundOtherVery High0%0₹58.24
AXIS Nifty AAA Bond Financial Services-Mar 2028 Index FundOtherModerate0%0₹0.00

News

  • Axis Mutual Fund announces change in Key Personnel

    Axis Mutual Fund has announced that Mr. Nirman S Morakhia has been appointed as an Equity Dealer on the Board of the Trustee Company with effect from April 30, 2025.

    Details of Mr. Nirman S Morakhia,

    Age: 40 years

    Designation: Equity Dealer

    Qualification : MBA Financial Market

    Experience :17 years

    Powered by Capital Market - Live News

  • Axis Mutual Fund announces change in scheme name

    Axis Mutual Fund has announced change in scheme name under the following scheme, With effect from 09 May 2025.

    Change in the name of the Scheme:

    Existing Scheme Name Revised Scheme Name
    Axis Income Advantage Fund of Funds Axis Income Plus Arbitrage Active FOF

    Powered by Capital Market - Live News

  • Axis Mutual Fund announces change in Key Personnel

    Axis Mutual Fund has announced that Mr. Namrata Chirag Shah has been appointed as an Chief Risk Officer Axis Asset Management Company Limited ('Axis AMC') with effect from March 18, 2025.

    Details of Mr. Namrata Chirag Shah

    Age: 42 years

    Designation: Chief Risk Officer

    Qualification: Chartered Accountant, Bcom

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

7 February 2022

Total AUM (Cr)

₹2243.10

AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) is an Index Fund-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 7 February 2022, this fund is managed by Hardik Shah. With assets under management (AUM) worth ₹2,243.1 (Cr), as of 15 May 2025, AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) is categorized as a Index Fund within its segment. The fund has generated a return of 6.47% since its launch.
The current NAV of AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) is ₹12.24, as on 15 May 2025. The fund's benchmark index is CRISIL IBX SDL - May 2027. You can invest in AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 8.00% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.87% in Debt and 2.13% in cash and cash equivalents.

FAQs

How to Invest in AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) Direct Growth?

AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) is a popular fund in the Index Fund segment. The fund has generated a return of 6.47% since inception. Looking to invest in AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) today and reap the benefits of this Index Fund fund!

How much returns has AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) has generated annualised return of 9.43%. In the long-term, the fund has generated 8.00% and - in 3 and 5 years respectively. Since its inception, the fund has generated 6.47% returns.

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

The expense ratio of AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) Direct Growth is 0.16%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

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

The Assets Under Management (AUM) of AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) is ₹2,243.1 (Cr) as of 2025-05-15 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) Direct Growth?

Redeeming or selling units of AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case AXIS Crisil IBX SDL May 2027 Index Fund - Dir (IDCW)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.