Axis Crisil Ibx Sdl May 2027 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 39
Rating
Growth Option 13-03-2026
NAV ₹12.8(R) +0.01% ₹12.88(D) +0.01%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.44% 7.8% -% -% -%
Direct 7.58% 7.95% -% -% -%
Benchmark
SIP (XIRR) Regular 6.33% 7.53% -% -% -%
Direct 6.47% 7.68% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
2.01 1.68 0.79 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.02% 0.0% 0.0% - 0.64%
Fund AUM As on: 30/12/2025 2076 Cr
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Motilal Oswal S&P 500 Index Fund 1
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SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth 12.8
0.0000
0.0100%
Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW 12.8
0.0000
0.0100%
Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan - Growth 12.88
0.0000
0.0100%
Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan - IDCW 12.88
0.0000
0.0100%

Review Date: 13-03-2026

Beginning of Analysis

In the Index Funds category, Axis CRISIL IBX SDL May 2027 Index Fund is the 21st ranked fund. The category has total 90 funds. The Axis CRISIL IBX SDL May 2027 Index Fund has shown a very good past performence in Index Funds. The fund has a Sharpe Ratio of 2.01 which is higher than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Axis CRISIL IBX SDL May 2027 Index Fund Return Analysis

  • The fund has given a return of 0.54%, 1.42 and 3.19 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Axis CRISIL IBX SDL May 2027 Index Fund has given a return of 7.58% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 7.95% in last three years and ranked 88.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a SIP return of 6.47% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 15th in 200 funds
  • The fund has SIP return of 7.68% in last three years and ranks 29th in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.

Axis CRISIL IBX SDL May 2027 Index Fund Risk Analysis

  • The fund has a standard deviation of 1.02 and semi deviation of 0.64. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of 0.0 and a maximum drawdown of 0.0. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.53
    -7.43
    		-14.39 | 2.82 7 | 240 Very Good
    3M Return % 1.39
    -8.67
    		-24.12 | 4.91 11 | 238 Very Good
    6M Return % 3.12
    -6.95
    		-25.73 | 18.69 13 | 231 Very Good
    1Y Return % 7.44
    7.18
    		-18.51 | 51.00 87 | 202 Good
    3Y Return % 7.80
    14.15
    		1.04 | 24.40 87 | 101 Poor
    1Y SIP Return % 6.33
    -9.05
    		-36.17 | 22.18 14 | 195 Very Good
    3Y SIP Return % 7.53
    5.08
    		-10.85 | 20.86 20 | 96 Very Good
    Standard Deviation 1.02
    12.06
    		0.60 | 22.45 8 | 102 Very Good
    Semi Deviation 0.64
    8.86
    		0.37 | 16.91 8 | 102 Very Good
    Max Drawdown % 0.00
    -15.82
    		-29.16 | 0.00 12 | 102 Very Good
    VaR 1 Y % 0.00
    -15.41
    		-34.57 | 0.00 16 | 102 Very Good
    Average Drawdown % 0.00
    -5.73
    		-14.55 | 0.00 12 | 102 Very Good
    Sharpe Ratio 2.01
    1.00
    		-0.17 | 2.42 7 | 102 Very Good
    Sterling Ratio 0.79
    0.66
    		0.05 | 1.48 10 | 102 Very Good
    Sortino Ratio 1.68
    0.59
    		-0.02 | 2.60 7 | 102 Very Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.54 -7.33 -14.35 | 2.87 8 | 248 Very Good
    3M Return % 1.42 -8.51 -24.00 | 5.08 11 | 245 Very Good
    6M Return % 3.19 -6.70 -25.50 | 18.96 13 | 237 Very Good
    1Y Return % 7.58 7.71 -17.98 | 51.99 92 | 204 Good
    3Y Return % 7.95 14.67 1.56 | 25.10 88 | 101 Poor
    1Y SIP Return % 6.47 -8.46 -35.73 | 22.85 15 | 200 Very Good
    3Y SIP Return % 7.68 5.68 -10.36 | 21.51 29 | 99 Good
    Standard Deviation 1.02 12.06 0.60 | 22.45 8 | 102 Very Good
    Semi Deviation 0.64 8.86 0.37 | 16.91 8 | 102 Very Good
    Max Drawdown % 0.00 -15.82 -29.16 | 0.00 12 | 102 Very Good
    VaR 1 Y % 0.00 -15.41 -34.57 | 0.00 16 | 102 Very Good
    Average Drawdown % 0.00 -5.73 -14.55 | 0.00 12 | 102 Very Good
    Sharpe Ratio 2.01 1.00 -0.17 | 2.42 7 | 102 Very Good
    Sterling Ratio 0.79 0.66 0.05 | 1.48 10 | 102 Very Good
    Sortino Ratio 1.68 0.59 -0.02 | 2.60 7 | 102 Very Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Axis Crisil Ibx Sdl May 2027 Index Fund NAV Regular Growth Axis Crisil Ibx Sdl May 2027 Index Fund NAV Direct Growth
    13-03-2026 12.8041 12.8775
    12-03-2026 12.8031 12.8764
    11-03-2026 12.8028 12.876
    10-03-2026 12.8025 12.8757
    09-03-2026 12.8023 12.8755
    06-03-2026 12.7961 12.869
    05-03-2026 12.796 12.8689
    04-03-2026 12.795 12.8679
    02-03-2026 12.7888 12.8616
    27-02-2026 12.7817 12.8543
    26-02-2026 12.7794 12.8519
    25-02-2026 12.773 12.8454
    24-02-2026 12.7705 12.8429
    23-02-2026 12.7672 12.8395
    20-02-2026 12.7676 12.8398
    18-02-2026 12.766 12.8381
    17-02-2026 12.7577 12.8297
    16-02-2026 12.7513 12.8232
    13-02-2026 12.7371 12.8088

    Fund Launch Date: 23/Feb/2022
    Fund Category: Index Funds
    Investment Objective: To replicate Nifty AAA Bond Plus SDL Apr 2026 50:50 Index by investing in bonds of issuers rated AAA and state development loans (SDL), subject to tracking errors. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
    Fund Description: (An open-ended Target Maturity Index Fund investing in constituents of CRISIL IBX SDL Index May 2027 A Relatively High Interest Rate Risk and Relatively Low Credit risk
    Fund Benchmark: Nifty AAA Bond Plus SDL Apr 2026 50:50 Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.