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Debt Index Tmifregulargrowth📊 NIFTY SDL SEP 2026 INDEX

Axis Nifty SDL September 2026 Debt Index Fund · Regular · Growth

Axis Mutual Fund

#6 of 60 (1Y)

₹12.8056

0.00 (+0.02%)

NAV as of 12 Jun 2026

Today's NAV — all variants

Regular · Growth

₹₹12.8056

0.00 (+0.02%)

12 Jun 2026

AMFI: 150851

Direct · Growth

₹₹12.8608

0.00 (+0.02%)

12 Jun 2026

AMFI: 150854

Regular · IDCW

₹₹12.8043

0.00 (+0.02%)

12 Jun 2026

AMFI: 150853

Direct · IDCW

₹₹12.8608

0.00 (+0.02%)

12 Jun 2026

AMFI: 150852

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.13%
1 Month+0.45%
3 Months+1.42%
6 Months+2.72%
1 Year+5.57%
3 Years (CAGR)+7.10%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Nov 2022)+7.21%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.70%
3 Year SIP+6.96%
5 Year SIP
Since Inception (Nov 2022)+7.03%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹21,500

Invested

₹24,316

Value today

7.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,280

Value today

7.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,67,155

Value today

-0.1%

vs lumpsum

Direct lumpsum would have beaten STP by 0.1% — but STP reduced timing risk

Model your own STP with real NAV

Fund Details

Fund HouseAxis Mutual Fund
CategoryDebt Index Tmif
Plan Typeregular
Optiongrowth
AUM₹68.3 Cr
Expense Ratio0.31%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY SDL SEP 2026 INDEX
Launch Date22 Nov 2022
AMFI Code150851

Risk Metrics

Trailing 1 year, annualised

0.80

Sharpe Ratio

Alpha

Beta

1.03

Sortino

0.55%

Std Dev

-0.09%

Max Drawdown

Portfolio Holdings

Top 19 holdings · as of Apr 2026

Security% NAV

7.38% Rajasthan State Development Loans (14/09/2026)

IN2920160156

42.80%

7.38% Rajasthan State Development Loans (14/09/2026)

IN2920160156

42.78%

6.24% Maharashtra State Development Loans (11/08/2026)

IN2220210214

12.18%

6.24% Maharashtra State Development Loans (11/08/2026)

IN2220210214

12.16%

7.6% Gujarat State Development Loans (09/08/2026)

IN1520160087

12.13%

7.6% Gujarat State Development Loans (09/08/2026)

IN1520160087

12.13%

7.17% Rajasthan State Development Loans (28/09/2026)

IN2920160164

7.64%

7.17% Rajasthan State Development Loans (28/09/2026)

IN2920160164

7.64%

7.61% Kerala State Development Loans (09/08/2026)

IN2020160072

7.64%

7.61% Kerala State Development Loans (09/08/2026)

IN2020160072

7.64%

8.72% Tamilnadu State Development Loans (19/09/2026)

IN3120180127

6.23%

8.72% Tamilnadu State Development Loans (19/09/2026)

IN3120180127

6.23%

7.58% Maharashtra State Development Loans(24/08/2026)

IN2220160054

3.06%

7.69% Tamilnadu State Development Loans (27/07/2026)

IN3120160079

3.06%

7.58% Maharashtra State Development Loans(24/08/2026)

IN2220160054

3.06%

7.69% Tamilnadu State Development Loans (27/07/2026)

IN3120160079

3.05%

7.16% Maharashtra State Development Loans (28/09/2026)

IN2220160070

2.53%

7.16% Maharashtra State Development Loans (28/09/2026)

IN2220160070

2.53%

7.59% Kerala State Development Loans (24/08/2026)

IN2020160080

1.53%

Performance Comparison

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Investment Objective

Axis Nifty SDL September 2026 Debt 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 Nifty SDL September 2026 Debt Index Fund · Regular · Growth is a Debt Index Tmif mutual fund offered by Axis Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹68.3 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SDL SEP 2026 INDEX. The current expense ratio is 0.31%.

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