How to check the XIRR of Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Axis Crisil Ibx Sdl May 2027 Index Fund - Regular Plan - Growth

Q: How to check portfolio overlap for Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Mutual Fund

Expense Ratio: 0.29

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX SDL Index – May 2027

Inception: 07-02-2022

Exit Load: Nil

Fund Size:₹1,957.82 Cr

Performance

Fund5.91%

Cat. Avg.1.93%

Fund7.40%

Cat. Avg.2.77%

Fund7.40%

Cat. Avg.10.71%

FundN/A

Cat. Avg.10.80%

10Y

FundN/A

Cat. Avg.11.39%

Fund6.35%

Cat. Avg.6.96%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.51% Maharashtra State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.31%	522.23	26.20%
2	7.52% Gujarat State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.31%	349.88	17.55%
3	7.52% Tamilnadu State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.31%	160.23	8.04%
4	7.53% Haryana State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.40%	149.96	7.52%
5	7.92% West Bangal State Development Loans (15/03/2027)	DEBT	SDL	Sovereign	6.16%	104.74	5.25%
6	6.72% Kerala State Development Loans (24/03/2027)	DEBT	SDL	Sovereign	6.12%	75.49	3.79%
7	8.31% Rajasthan State Development Loans (08/04/2027)	DEBT	SDL	Sovereign	6.41%	66.26	3.32%
8	7.52% Uttar Pradesh State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.35%	63.87	3.20%
9	7.59% Karnataka State Development Loans (29/03/2027)	DEBT	SDL	Sovereign	6.06%	62.95	3.16%
10	7.88% Chattisgarh State Development Loans (15/03/2027)	DEBT	SDL	Sovereign	6.09%	61.03	3.06%

Similar Funds

HDFC Small Cap Fund - Growth Option

HDFC Mutual Fund

Expense Ratio: 1.54

NAV / Fund Size

₹140.29₹38,018.02 Cr

Incep: 11-02-2008

Small Cap FundVery High RiskEquity

-2.48%

2.40%

12.67%

15.41%

17.00%

Fund Details

HDFC Small Cap Fund - Growth Option

NAV / Fund Size₹140.29₹38,018.02 Cr

Small Cap FundVery High RiskEquity

-2.48%

2.40%

12.67%

15.41%

17.00%

Bank Of India Small Cap Fund Regular Plan Growth

Bank of India Mutual Fund

Expense Ratio: 2.02

NAV / Fund Size

₹55.26₹1,942.06 Cr

Incep: 28-11-2018

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

Fund Details

Bank Of India Small Cap Fund Regular Plan Growth

NAV / Fund Size₹55.26₹1,942.06 Cr

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

Axis Large Cap Fund - Regular Plan - Growth

Axis Mutual Fund

Expense Ratio: 1.57

NAV / Fund Size

₹59.87₹33,769.36 Cr

Incep: 11-11-2009

Large Cap FundVery High RiskEquity

-0.60%

0.73%

8.20%

7.40%

11.37%

Fund Details

Axis Large Cap Fund - Regular Plan - Growth

NAV / Fund Size₹59.87₹33,769.36 Cr

Large Cap FundVery High RiskEquity

-0.60%

0.73%

8.20%

7.40%

11.37%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61766	+2.9%	+6.2%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.7%	+6.7%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.1%	+7.2%
SI	07 Mar, 22	2.65 L.	3.10 L.	+17.1%	+7.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.06 L.	+5.9%	+5.9%
2Y	15 Jul, 24	1 L.	1.15 L.	+15.3%	+7.4%
3Y	17 Jul, 23	1 L.	1.24 L.	+23.8%	+7.4%
SI	25 Feb, 22	1 L.	1.31 L.	+31.0%	+6.4%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.