AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund-Reg - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund-Reg (45096) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund-Reg (G)
Axis Asset Management Co. LTd
The investment objective of the scheme is to provide investment returns before fees and expenses that closely corresponds to the total returns of the securities as represented by the CRISIL-IBX AAA NBFC Index - Jun 2027, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
New Team
Quality Score
Average Quality
AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund-Reg (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | Finance - Large | 13.43% |
| Bajaj Finance Ltd | Finance - Large | 12.50% |
| HDB Financial Services Ltd | Finance - Investment / Others | 11.58% |
| Kotak Mahindra P | Debt Others | 11.31% |
| Aditya Birla Capital Ltd | Finance - Investment / Others | 10.39% |
| Tata Capital Ltd | Finance - Investment / Others | 9.12% |
| Sundaram Finance Ltd | Finance - Large | 7.16% |
| L&T Finance Ltd | NBFC-Others | 6.50% |
| KOTAK MAHI. INV. | Debt Others | 6.48% |
| Axis Finance | Debt Others | 4.94% |
Compare against Index Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Index Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Index Fund category
AXIS CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund-Reg (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (IDCW) | ₹1247.44 | -0.89% | -1.03% | 4.26% |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (G) | ₹1247.44 | -0.89% | -1.03% | 4.26% |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (G) | ₹1242.74 | -0.90% | -1.07% | 4.18% |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (IDCW) | ₹1242.72 | -0.90% | -1.07% | 4.18% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (G) | ₹1220.00 | 0.28% | 1.16% | 4.38% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (IDCW | ₹1220.00 | 0.28% | 1.16% | 4.38% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (IDCW) | ₹1215.39 | 0.27% | 1.13% | 4.31% |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (G) | ₹1215.38 | 0.27% | 1.13% | 4.31% |
| HDFC BSE Sensex Index Fund - Direct | ₹792.87 | 0.07% | 0.30% | 11.07% |
| HDFC BSE Sensex Index Fund - Regular | ₹773.82 | 0.06% | 0.26% | 10.99% |
Category Average Returns
Aditya Pagaria
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.