Axis Crisil Ibx Sdl June 2034 Debt Index Fund - Direct Plan - Growth Option

Q: How to check the XIRR of Axis CRISIL IBX SDL June 2034 Debt Index Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Axis CRISIL IBX SDL June 2034 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 SDL June 2034 Debt Index Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Axis CRISIL IBX SDL June 2034 Debt Index Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Mutual Fund

Expense Ratio: 0.2

Risk: Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL IBX SDL Index - June 2034

Inception: 04-03-2024

Exit Load: Nil

Fund Size:₹8.36 Cr

Performance

Fund4.29%

Cat. Avg.2.44%

FundN/A

Cat. Avg.3.21%

FundN/A

Cat. Avg.11.17%

FundN/A

Cat. Avg.11.42%

10Y

FundN/A

Cat. Avg.11.84%

Fund6.85%

Cat. Avg.7.47%

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	7.49% Tamilnadu State Development Loans (24/04/2034)	DEBT	SDL	Sovereign	7.47%	5.04	62.38%
2	7.94% Haryana State Development Loans (29/06/2034)	DEBT	SDL	Sovereign	7.51%	0.72	8.96%
3	7.44% Tamilnadu State Development Loans (05/06/2034)	DEBT	SDL	Sovereign	7.47%	0.63	7.75%
4	7.72% Maharashtra State Development Loans (25/05/2034)	DEBT	SDL	Sovereign	7.47%	0.56	6.96%
5	7.9% Andhra Pradesh State Development Loans (01/06/2034)	DEBT	SDL	Sovereign	7.52%	0.52	6.38%
6	Net Receivables / (Payables)	CASH	Others	Others		0.33	4.12%
7	7.44% Karnataka State Development Loans (28/02/2034)	DEBT	SDL	Sovereign	7.47%	0.23	2.84%
8	7.43% Tamilnadu State Development Loans (08/05/2034)	DEBT	SDL	Sovereign	7.47%	0.05	0.62%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Feb, 25	60000	60494	+0.8%	+1.5%
SI	08 Apr, 24	1.10 L.	1.15 L.	+4.4%	+4.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	04 Feb, 25	1 L.	1.04 L.	+4.3%	+4.3%
SI	26 Mar, 24	1 L.	1.13 L.	+13.1%	+6.9%

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.