Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | 0.09% | 0.19% | 1.06% | 2.77% | 5.73% | 7.62% | – | – | – |
NAV history
About this fund
Axis CRISIL IBX SDL May 2027 Index Fund is a passive index fund/ETF offered by Axis Mutual Fund, classified under Debt as Index Funds - Debt Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹13.30, with assets under management of about ₹1,987 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Axis CRISIL IBX SDL May 2027 Index Fund has recorded a return of about 5.7%, with a three-year return of 7.6%. Its annualised volatility is 1.5% — relatively low fluctuations — and its Sharpe ratio is -0.51, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.13%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.45 | 7.63 | 2.03 | 9.95 | 100% | 0% |
| 3Y | 7.66 | 7.68 | 6.15 | 8.56 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Index Funds - Debt Funds | -0.12 | 0.69 | 2.24 | 4.73 | 7.44 | – | – | 0.19 |
| Mirae Asset Nifty SDL Jun 2027 Index Fund Index Funds - Debt Funds | 0.17 | 1.05 | 2.74 | 5.68 | 7.60 | – | – | 0.20 |
| Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund Index Funds - Debt Funds | -1.69 | -2.03 | 0.41 | 1.49 | 7.03 | – | – | 0.15 |
| UTI CRISIL SDL Maturity April 2033 Index Fund Index Funds - Debt Funds | -1.17 | -1.29 | 1.31 | 2.66 | 6.84 | – | – | 0.14 |
| UTI CRISIL SDL Maturity June 2027 Index Fund Index Funds - Debt Funds | 0.20 | 1.08 | 2.72 | 5.71 | 7.60 | – | – | 0.16 |
| Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund Index Funds - Debt Funds | 0.05 | 0.98 | 2.53 | 5.20 | 7.46 | – | – | 0.13 |
| HSBC CRISIL IBX Gilt June 2027 Index Fund Index Funds - Debt Funds | 0.16 | 0.97 | 2.39 | 5.01 | 7.36 | – | – | 0.13 |
| UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund Index Funds - Debt Funds | -0.22 | 0.73 | 2.45 | 4.80 | 7.45 | – | – | 0.18 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Liquid Fund Debt Scheme - Liquid Fund | 0.42 | 1.52 | 3.17 | 6.52 | 6.96 | 6.45 | 6.15 | 0.11 |
| Axis Banking and PSU Debt Fund Debt Scheme - Banking and PSU Fund | -0.39 | 0.05 | 1.84 | 3.90 | 6.75 | 6.05 | 7.07 | 0.30 |
| Axis Gilt Fund Debt Scheme - Gilt Fund | -1.21 | -1.17 | 1.41 | 2.06 | 6.92 | 5.78 | 6.71 | 0.37 |
| Axis Dynamic Term Fund Debt Scheme - Dynamic Bond Fund | -0.61 | -0.15 | 2.32 | 4.48 | 7.30 | 6.09 | 7.23 | – |
| Axis Large Cap Fund Equity Scheme - Large Cap Fund | -3.23 | -4.04 | -2.55 | -7.98 | 7.78 | 4.56 | 12.01 | 0.66 |
| Axis Focused Fund Equity Scheme - Focused Fund | -7.38 | -4.22 | -0.38 | -7.89 | 8.15 | 2.42 | 11.03 | 0.77 |
| Axis Gold Fund Other Scheme - FoF Domestic | -6.10 | -1.85 | -6.20 | 11.42 | 31.29 | 23.21 | 15.24 | 0.15 |
| Axis Medium Term Fund Debt Scheme - Medium Duration Fund | -0.54 | 0.20 | 2.50 | 5.29 | 8.17 | 7.15 | 7.67 | – |