Axis Crisil-Ibx Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth Option

Q: How to check the XIRR of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option?

You can track the exact XIRR and portfolio overlapping of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option?

Use the MutualSaathi Portfolio Analyzer to compare Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Mutual Fund

Expense Ratio: 0.25

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL-IBX Financial Services 3-6 Months Debt Index

Inception: 18-09-2025

Exit Load: Nil

Fund Size:₹296.43 Cr

Performance

FundN/A

Cat. Avg.2.61%

FundN/A

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund5.32%

Cat. Avg.7.02%

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	7.8445% Tata Capital Housing Finance Limited (18/09/2026)	DEBT	Bond/NCD	CRISIL AAA	6.80%	25.06	10.39%
2	Power Finance Corporation Limited (25/08/2026) (ZCB)	DEBT	Bond/NCD	CRISIL AAA	6.74%	24.75	10.26%
3	Small Industries Dev Bank of India (10/11/2026)	DEBT	CD	CARE A1	6.82%	24.40	10.12%
4	HDFC Bank Limited (14/12/2026)	DEBT	CD	CARE A1	6.75%	24.26	10.06%
5	Indian Bank (22/01/2027)	DEBT	CD	CRISIL A1	6.78%	24.08	9.98%
6	Punjab National Bank (28/01/2027)	DEBT	CD	CRISIL A1	6.79%	24.06	9.97%
7	Canara Bank (28/01/2027)	DEBT	CD	CRISIL A1	6.80%	24.05	9.97%
8	National Bank For Agriculture and Rural Development (04/02/2027)	DEBT	CD	CRISIL A1	6.89%	24.01	9.96%
9	7.69% LIC Housing Finance Limited (11/12/2026)	DEBT	Bond/NCD	CRISIL AAA	7.13%	20.02	8.30%
10	Tata Capital Limited (28/08/2026) (ZCB)	DEBT	Bond/NCD	CRISIL AAA	7.04%	6.83	2.83%

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Fund Details

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Fund Details

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Axis NIFTY 50 ETF

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Oct, 25	50000	51386	+2.8%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	29 Sep, 25	1 L.	1.05 L.	+5.3%	N/A

SIP Planner

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Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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₹

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.