Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan - IDCW

Open Ended Schemes(Other Scheme - Index Funds)Low to Moderate Riskvs CRISIL IBX SDL IndexISIN INF846K018G4

NAV · 06-Jul-2026

₹13.1331

+0.98%

+3.04%

1Y (CAGR)

+6.11%

3Y (CAGR)

+7.58%

5Y (CAGR)

—

Since inception (CAGR)

+6.52%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

0.86%

Downside dev (3y)

0.60%

Max drawdown (3y)

-0.4%

Sharpe (3y)

1.26

SIP XIRR (3y)

+7.45%

Calendar-year returns

2023 +7.1%2024 +8.4%2025 +8.0%

Fund facts

Fund managerAditya Pagaria · Hardik Shah

AUM₹20,059 Cr

Expense ratio0.15% · 2026-05-31

TER · AMFI officialDirect 0.15% · Regular 0.28% (2026-06-30)

Launch date07-Feb-2022

Plan typeOpen Ended · Others

Min lumpsum₹5,000

Min SIP₹1,000

Lock-inNone

Volatility1.56

AMCAxis Asset Management Co. Ltd.

Objective · The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index – May 2027 before expenses, subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗