Axis Mutual Fund · Index Funds · Debt Index · Direct plan
Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan - Growth
₹13.3022NAV on 30 Oct 2026Expense ratio 0.15%
29 Oct 2025NAV low 12.6 · high 13.31+5.6%
In plain words
Over 3 years it returned +7.6% a year, against +7.4% 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 ₹875 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
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.2% | +1.9% |
| 3 months | +1.0% | -5.1% |
| 6 months | +2.7% | -3.2% |
| 1 year | +5.6% | -10.2% |
| 3 years (yearly) | +7.6% | +7.4% |
| Since start (yearly) | +6.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,926 | +5.4% |
| 3 years | ₹3,60,000 | ₹4,01,059 | +6.8% |
Other plan of this fund: Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth