Axis CRISIL IBX SDL May 2027 Index Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.0%
Sharpe Ratio2.10
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
07.51 MH Sdl 2027Utilities22.18%
07.52 GJ Sdl 2027Utilities15.95%
07.52 Tn SDL 2027Utilities7.30%
07.53 HR Sdl 2027Utilities6.61%
07.86 KA Sdl 2027Utilities6.07%
07.92 Wb SDL 2027Utilities4.78%
07.62 Tn SDL 2027Utilities3.47%
07.64 Wb SDL 2027Utilities3.46%
07.52 Up SDL 2027Utilities2.91%
07.59 Ka Sdl 2027marUtilities2.86%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.29%
Regulatory & Tax Information
INF846K012H5
ISINDailyDealing Frequency
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)