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

Axis · Index Funds
High
₹11.18
Current NAV
25 Jun 2026
20.7%
1Y Return
10.7%
3Y CAGR
21.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.87%.
  • Very large asset base (AUM: ₹16,220 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
1.47
Beta
1.67
Alpha
0.85
Sortino
Fund Details
Fund House Axis
Category Index Funds
AUM ₹16220 Cr
Expense Ratio 0.87%
Min SIP ₹500
Min Lumpsum ₹1000
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