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Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF846K015Y3

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

22 Nov 2024

About this fund

This fund has been in existence for 12 days, having been launched on 22-Nov-24
  • You can start investing in Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

AP

Aditya Pagaria

Since November 2024

Additional Scheme Details

ISIN
INF846K015Y3
Expense Ratio
-
Exit Load
No Charges
Fund Size
-
Age
0 month
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
CRISIL-IBX AAA Fincl Svcs Idx Sep 27

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Risk Level

Your principal amount will be at Moderate Risk

Moderate Risk
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The NAV of Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth, as of 03-Dec-2024, is ₹10.03.
The fund managers responsible for Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth are:-
  1. Aditya Pagaria