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OmniAsset › Mutual funds › Axis CRISIL IBX SDL May 2027 Index Fund

Axis CRISIL IBX SDL May 2027 Index Fund

Index Fund fund benchmarked to CRISIL IBX SDL Index - May 2027. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.1538
CategoryIndex Fund
PlanRegular · Growth
Launched7 Feb 2022
Risk labelthe scheme's own riskometerLow to Moderate
Legal benchmarkSEBI Tier-1CRISIL IBX SDL Index - May 2027
Expense ratiodirect plan, a year0.28%
AUM₹313 Cr
Growth of ₹10,000₹13,18925 Feb 2022 to 2 Sep 2026
₹13,189₹12,313₹11,437₹10,561₹9,686Feb 2022Apr 2023May 2024Jul 2025Sep 2026
₹13,189 (+6.3% a year) Axis CRISIL IBX SDL May 2027 Index Fund

Performance (trailing, annualised)

1Y annualised6.15%
3Y annualised7.43%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,9076.07%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,00,6097.06%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20236.98%
Calendar 20248.22%
Calendar 20257.83%

Rolling returns

Rolling 1Y · average180 windows since 3 Mar 20237.38%
Rolling 1Y · median7.58%
Rolling 1Y · worst window2.41%
Rolling 1Y · best window9.59%
Rolling 1Y · windows positive100%
Rolling 3Y · average78 windows since 3 Mar 20257.53%
Rolling 3Y · median7.62%
Rolling 3Y · worst window6.14%
Rolling 3Y · best window8.34%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)0.82%
Downside deviation (3Y)0.37%
Maximum drawdown-0.38%

Management

Fund managerMr. Hardik Shah, Mr. Aditya Pagaria
Managing since20 Jul 2023

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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