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Mutual Funds

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

Ax

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

Ultra Short DurationRank #4
Not Rated

NAV (2026-07-14)

10.53

AUM

₹241.19 Cr

Exp. Ratio: 0.27%

RISK LEVEL

Low To Moderate

Returns & Performance

1 Year----
3 Year----
5 Year----
Since Launch5.26%--

Fund vs Category Average

Pros & Cons

Pros

No lock-in period
Low expense ratio (0.27%)
Overall top-10 rank in category (#4)

Cons

1Y returns trail category average
3Y returns below category average
ISININF846KA1218
NAV₹10.53
NAV Date2026-07-14
AUM₹241.19 Cr
Expense Ratio0.27%
RiskLow To Moderate
RatingNot Rated / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-09-04

INVESTMENT OBJECTIVE

The Scheme seeks to provide returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Financial Services 3-6 Months Debt Index before expenses, subject to tracking errors/tracking difference.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Aditya Pagaria

Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.

Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.

Top Holdings

Holdings data not available for this scheme