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Axis Mutual Fund

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund

Axis Mutual Fund · Direct plan · Growth

1-year returns
6.6%
NAV
₹11.59
▲ 0.06% · 18 Sept 2026
Fund size
₹2,295 Cr
Expense ratio
0.16%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹11.51 and has returned 6.24% over a year.

Returns, and where it stands

Against the average index fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.6%1.1%ahead37 of 322
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.5%0.5%
3 months1.9%1.8%
6 months3.5%3.4%
1 year6.6%6.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2024.

Plan

NAV history

▲ 6.58% in the last 1Y

10.911.211.618 Sept 202518 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹2,178
XIRR (per year)
6.78%
Value today
₹62,178

12 monthly instalments from 18 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
0.8% a year
11.4% less than the category average — the steadier side
Worst fall so far
−0.3%
May 2026 to May 2026.
Years that made money
100%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
24 Sept 2024
Expense ratio
0.16%
as of 31 Jul 2026

Managed by Aditya Pagaria

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund against other funds in the Index Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential NASDAQ 100 Index Fund31.6%30.87%0.63%₹3,581 Cr
Motilal Oswal S&P 500 Index Fund25.83%25.76%17.85%0.49%₹2,919 Cr
UTI Nifty 500 Value 50 Index Fund9.35%21.1%0.84%₹846 Cr
ICICI Prudential Nifty Pharma Index Fund18.45%19.92%0.48%₹157 Cr
Motilal Oswal BSE Enhanced Value Index Fund5.44%19.6%0.54%₹2,251 Cr
Kotak Nifty Smallcap 50 Index Fund11.86%19.37%0.35%₹250 Cr
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund6.58%0.16%₹2,295 Cr

About Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund is a index fund managed by Axis Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

The investment objective of the scheme is to provide investment returns before fees and expenses that closely corresponds to the total returns of the securities as represented by the CRISIL-IBX AAA NBFC Index – Jun 2027, subject to tracking errors.

The scheme's stated objective, as published by Axis Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹11.5886152887
DirectIDCW Option₹11.5885152888
RegularGrowth Option₹11.5136152886
RegularIDCW Option₹11.5136152885

Frequently asked questions

What is the NAV of Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund today?

The NAV of Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund (Direct plan, Growth) is ₹11.5886 and the Regular plan NAV is ₹11.5136, as of 18 Sept 2026.

What returns has Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund given?

Over the last year the Direct plan returned 6.58%. Past returns do not guarantee future returns.

What is the expense ratio of Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund?

The Direct plan charges 0.16% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund fallen in the past?

Its deepest fall was 0.3% from 13 May 2026 to 21 May 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund belong to?

It is a Index Fund from Axis Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.