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

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

You can track the exact XIRR and portfolio overlapping of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct 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 - Direct Plan - Growth option?

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

Axis Mutual Fund

Expense Ratio: 0.1

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

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.2.26%

FundN/A

Cat. Avg.3.16%

FundN/A

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund5.32%

Cat. Avg.7.39%

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	7.57%	50.05	10.50%
2	7.50% National Bank For Agriculture and Rural Development (31/08/2026)	DEBT	Bond/NCD	CRISIL AAA	7.55%	49.92	10.48%
3	7.44% Small Industries Dev Bank of India (04/09/2026)	DEBT	Bond/NCD	CRISIL AAA	7.52%	49.92	10.47%
4	L&T Finance Limited (10/06/2026)	DEBT	CP	CRISIL A1	7.74%	49.27	10.34%
5	Power Finance Corporation Limited (25/08/2026) (ZCB)	DEBT	Bond/NCD	CRISIL AAA	7.55%	48.53	10.18%
6	Kotak Mahindra Bank Limited (31/08/2026)	DEBT	CD	CRISIL A1	7.30%	48.52	10.18%
7	HDFC Bank Limited (11/09/2026)	DEBT	CD	CARE A1	7.33%	48.42	10.16%
8	Bank of Baroda (16/09/2026)	DEBT	CD	IND A1	7.25%	48.39	10.15%
9	Clearing Corporation of India Ltd	CASH	CCIL	CCIL	6.27%	26.65	5.59%
10	7.8% REC Limited (30/05/2026)	DEBT	Bond/NCD	ICRA AAA	8.15%	9.99	2.10%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Oct, 25	50000	51364	+2.7%	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

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.