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

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

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

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

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

Axis Mutual Fund

Expense Ratio: 0.16

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Direct

Benchmark: CRISIL IBX SDL Index – May 2027

Inception: 07-02-2022

Exit Load: Nil

Fund Size:₹1,957.82 Cr

Performance

Fund5.97%

Cat. Avg.2.60%

Fund7.53%

Cat. Avg.3.27%

Fund7.52%

Cat. Avg.11.08%

FundN/A

Cat. Avg.11.42%

10Y

FundN/A

Cat. Avg.11.96%

Fund6.50%

Cat. Avg.7.49%

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	5.96%	522.23	27.26%
2	7.52% Gujarat State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	5.96%	349.87	18.26%
3	7.52% Tamilnadu State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	5.96%	195.73	10.22%
4	7.53% Haryana State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.02%	150.02	7.83%
5	7.92% West Bangal State Development Loans (15/03/2027)	DEBT	SDL	Sovereign	5.87%	119.70	6.25%
6	6.72% Kerala State Development Loans (24/03/2027)	DEBT	SDL	Sovereign	5.84%	75.50	3.94%
7	7.52% Uttar Pradesh State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.01%	63.86	3.33%
8	7.88% Chattisgarh State Development Loans (15/03/2027)	DEBT	SDL	Sovereign	5.86%	60.85	3.18%
9	6.58% Gujarat State Development Loans (31/03/2027)	DEBT	SDL	Sovereign	5.80%	55.34	2.89%
10	7.51% Rajasthan State Development Loans (24/05/2027)	DEBT	SDL	Sovereign	6.02%	50.68	2.65%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61817	+3.0%	+6.4%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.8%	+6.9%
3Y	07 Aug, 23	1.80 L.	2.00 L.	+11.3%	+7.4%
SI	07 Mar, 22	2.65 L.	3.11 L.	+17.4%	+7.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.06 L.	+6.0%	+6.0%
2Y	18 Jul, 24	1 L.	1.16 L.	+15.6%	+7.5%
3Y	17 Jul, 23	1 L.	1.24 L.	+24.3%	+7.5%
SI	25 Feb, 22	1 L.	1.32 L.	+31.8%	+6.5%

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.