Axis CRISILIBXAAANBFCIdxJun2027RegIDCW-P
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.9%
Sharpe Ratio0.49
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Top Stock Holdings
CompanySectorAllocation
Poonawalla Fincorp LimitedUtilities11.02%
Kotak Mahindra Prime LimitedUtilities10.58%
Tata Capital LimitedUtilities9.02%
Hdb Financial Services LimitedUtilities7.79%
Bajaj Finance LimitedUtilities6.72%
L&T Finance LimitedUtilities5.80%
Mahindra And Mahindra Financial Services LimitedUtilities4.96%
Sundaram Finance LimitedUtilities4.14%
Hdb Financial Services LimitedUtilities3.55%
Mahindra And Mahindra Financial Services LimitedUtilities3.54%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
AP
Aditya Pagaria
Mr. Aditya Pagaria has experience of 20 years. Manages 186 funds at Axis Asset Management Company Limited with an AUM of approximately ₹14,583 Cr Holds a PGDBM degree.
20 years
Combined Team Experience
₹ 14,583 Cr
Assets Under Management
Firm Overview
Total AUM₹3,61,984.16 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.49%
Regulatory & Tax Information
INF846K018X9
ISINDailyDealing Frequency
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)