How to check the XIRR of Axis CRISIL IBX SDL June 2034 Debt Index Fund - Regular Plan - IDCW Option?

You can track the exact XIRR and portfolio overlapping of Axis CRISIL IBX SDL June 2034 Debt Index Fund - Regular Plan - IDCW Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Axis Crisil Ibx Sdl June 2034 Debt Index Fund - Regular Plan - IDCW Option

Q: How to check portfolio overlap for Axis CRISIL IBX SDL June 2034 Debt Index Fund - Regular Plan - IDCW Option?

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

Axis Mutual Fund

Expense Ratio: 0.45

Risk: Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX SDL Index - June 2034

Inception: 04-03-2024

Exit Load: Nil

Fund Size:₹8.36 Cr

Performance

Fund4.22%

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%

Fund6.69%

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

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

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%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Feb, 25	60000	60440	+0.7%	+1.4%
SI	08 Apr, 24	1.10 L.	1.15 L.	+4.2%	+4.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	04 Feb, 25	1 L.	1.04 L.	+4.2%	+4.2%
SI	26 Mar, 24	1 L.	1.13 L.	+12.8%	+6.7%

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.