Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is 751% MAHARASHTRA STATE DEVELOPMENT LOANS 24 05 2027 with a portfolio weight of 24.67% .
The fund currently owns more than 24 stocks.
The top 10 holdings account for 85.64% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.57% | 2.52% |
| 2 Year Return | 24.19% | 14.81% |
| 3 Year Return | 33.68% | 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 | 0.13% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
24.67%
|
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| 2 |
16.05%
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| 3 |
11.47%
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| 4 |
8.79%
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| 5 |
7.01%
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| 6 | Finance & Investments |
4.43%
|
|
| 7 |
3.74%
|
||
| 8 |
3.56%
|
||
| 9 |
2.97%
|
||
| 10 | Finance & Investments |
2.95%
|
|
| 11 |
2.37%
|
||
| 12 |
2.20%
|
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan 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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