Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct

AMC: AXIS Low Risk

📊 Quick Summary Of This Page

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.81%
Expense Ratio
Mr. Aditya Pagaria
Fund Manager
Growth
Plan Type
08 Nov 2024
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct does not yet have a 5-year performance history.

The average return for funds is 61.66% .

The largest portfolio holding is 833% ADITYA BIRLA CAPITAL LTD 19 05 2027 with a portfolio weight of 14.13% .

Holdings Insights

The fund currently owns more than 14 stocks.

The top 10 holdings account for 85.52% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 11.18% 2.52%
2 Year Return N/A 14.81%
3 Year Return N/A 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 0.81% -
NAV History
Fund Information

AMC: AXIS

Category:

Launch Date: 08 Nov 2024

Fund Manager: Mr. Aditya Pagaria

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 1

Risk: Low Risk

About This Fund

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct is managed by AXIS .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct, based on the latest portfolio data.

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct is , which represents the annual cost charged for managing the fund.

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct manages assets worth approximately , representing the total investor capital under management.

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct carries a risk profile based on its portfolio composition, volatility and market exposure.

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct and making investment decisions.

Yes, Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund - Direct to estimate returns and wealth creation over different time periods.