Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund - Regular Plan - Growth option

Fund House: Axis Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 11-12-2024

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: CRISIL-IBX AAA NBFC-HFC - Jun 2027

Total Assets: 54.63 As on (28-11-2025)

Expense Ratio: 0.3% As on (28-11-2025)

Turn over: 81.00% | Exit Load: NIL

NAV as on 26-12-2025

10.8406

0.0116

CAGR Since Inception

8.11%

CRISIL-IBX AAA NBFC-HFC - Jun 2027 18.36%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund - Regular Plan - Growth option 8.22 - - - 8.11
Benchmark - - - - -
Index Fund 5.33 14.01 15.45 13.1 8.91

Funds Manager

Aditya Pagaria

RETURNS CALCULATORS for Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund - Regular Plan - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund - Regular Plan - Growth option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund - Regular Plan - Growth option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Reg Gr 11-12-2024 8.22 0.0 0.0 0.0 0.0
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr 29-10-2024 29.06 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 25.91 20.3 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 23.26 27.55 35.56 0.0 0.0
Nippon India Nifty Auto Index Fund Reg Gr 14-11-2024 21.17 0.0 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr 29-07-2022 21.13 17.51 21.88 0.0 0.0
ICICI Pru Nifty Auto Index Fund Gr 05-10-2022 21.08 23.97 30.24 0.0 0.0
Tata Nifty Auto Index Fund Reg Gr 26-04-2024 20.77 0.0 0.0 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 20.65 24.79 24.89 17.76 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 17.34 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund - Regular Plan - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund - Regular Plan - Growth option - - - - - -
Index Fund - - - - - -