Axis Nifty SDL September 2026 Debt Index Fund - Direct Plan - IDCW

Axis · Index Funds

High

₹12.89

Current NAV

25 Jun 2026

12.3%

1Y Return

18.3%

3Y CAGR

13.3%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.43%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
Generates significant excess returns relative to benchmark index (Alpha: 4.43).
Very large asset base (AUM: ₹17,980 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

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

1.43

Sharpe Ratio

1.03

Beta

4.43

Alpha

1.62

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