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Axis Mutual Fund · Index Funds · Debt Index · Regular plan

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth

₹13.2288NAV on 2 Nov 2026Expense ratio 0.28%
3 Nov 2025NAV low 12.54 · high 13.23+5.5%

In plain words

Over 3 years it returned +7.5% a year, against +8.0% for its benchmark index.

Its worst fall from a peak in the last 3 years was -0.2%.

On 3-year return it ranks 1 of 13 funds in Debt Index.

A monthly SIP over 3 years ended ₹831 higher in the direct plan than the regular plan, because of the lower expense ratio.

Past returns, not a promise of future returns or a recommendation.

Returns vs benchmark

PeriodFundBenchmark
1 month+0.3%+4.6%
3 months+1.0%-3.8%
6 months+2.8%-1.6%
1 year+5.5%-8.1%
3 years (yearly)+7.5%+8.0%
Since start (yearly)+6.2%+11.3%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,23,422+5.3%
3 years₹3,60,000₹3,98,167+6.6%

Other plan of this fund: Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan - Growth

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