Axis CRISIL IBX SDL May 2027 Index Fund Direct Growth

Scheme code: INF846K017G6 NAV value: ₹ 12.8799 NAV date: 18 March, 2026 TER: 0.16%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year2.039.957.987.769.23
3 year6.158.517.877.7515.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.617.76
3 year 6.2830.9515.047.75
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.497.76
3 year 6.5619.6413.577.75
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.757.76
3 year 7.6821.4915.067.75
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.167.76
3 year 8.0432.0317.817.75
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,054 - Absolute Returns: ₹42,054 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,40,667 - Absolute Returns: ₹4,40,667 - CAGR: %

Drawdown Metrics

Max Drawdown

-3.63 %

Drawdown Duration

1 months

Recovery Time

4 months

Avg Drawdown

-0.27 %

Calmar Ratio by Duration

1 Y

2.1367

3 Y

2.134

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.06 0.01 6.2 -4.3 7.53 % 4.00 %
3 years 1.35 0.01 6.6 -4.7 7.91 % 11.28 %
5 years -1.29 0.02 6.0 -2.4 5.22 % 6.87 %
7 years -2.76 0.02 6.0 -2.4 3.70 % 4.86 %
10 years -3.85 0.02 6.0 -2.4 2.58 % 3.38 %
12 years -4.27 0.02 6.0 -2.4 2.14 % 2.81 %
15 years -4.69 0.02 6.0 -2.4 1.71 % 2.24 %