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Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option
TopFund Score: 79/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.12%
- AUM (15%)₹230 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Debt · Ultra Short Duration
₹10.68
AUM: ₹229 Cr
NAV updated 3 days ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.12%
Exit Load
Nil
Fund Manager
Aditya Pagaria
Inception
Sep 2025
Benchmark
CRISIL-IBX Financial Services 3 to 6 Months Debt Index
Sharpe Ratio
1.17
Std Dev (1Y)
0.39%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.6%
3m
+1.8%
6m
+3.83%
1y
—
3y
—
5y
—
10y
—
since inception
+6.56%
TopFund's Take on Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option holds up reasonably well within the Ultra Short Duration category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 79/100.
Cost: At 0.12%, the expense ratio is meaningfully cheaper — about 59% below the Ultra Short Duration category average of 0.29% (based on 215 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.17 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 0.39% is on the lower side for a Ultra Short Duration fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option
The current NAV (Net Asset Value) of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option is ₹10.68. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option is 0.12% per annum. This is the annual fee charged by the fund to manage your investment.
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option is managed by Aditya Pagaria at Axis Mutual Fund.
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option is a Ultra Short Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth option is ₹230 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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