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Index Fund📊 CRISIL IBX AAA NBFC INDEX - JUN 2027

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund · Regular · Growth

Axis Mutual Fund

#42 of 253 (1Y)

NAV

₹11.3655

as of 14 Jul 2026

Expense Ratio

0.48%

AUM

₹1,741 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.88%
3Y
5Y
Since Inception
+7.36%

SIP returns (XIRR)

1Y
+5.99%
3Y
5Y
Since Inception
+6.72%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

1.18

Sharpe Ratio

Alpha

Beta

1.22

Sortino

0.80%

Std Dev

-0.27%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseAxis Mutual Fund
CategoryIndex Fund
BenchmarkCRISIL IBX AAA NBFC INDEX - JUN 2027
Launch Date24 Sept 2024
AMFI Code152886
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,741 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL IBX AAA NBFC INDEX - JUN 2027. The current expense ratio is 0.48%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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