Axis Crisil IBX SDL May 2027 Index Fund
Axis Crisil IBX SDL May 2027 Index Fund is a index funds etfs fund of Axis Asset Management Co. Ltd. with ₹1,710 cr under management. It is ahead of its benchmark (CRISIL IBX SDL Index – May 2027) in 0 of 2 periods. Its direct plan charges 0.15% a year. Hardik Shah has managed it for 4.6 years.
Has Axis Crisil IBX SDL May 2027 Index Fund beaten its benchmark?
Ahead of its benchmark, CRISIL IBX SDL Index – May 2027, in 0 of 2 periods in AMFI's figures; +5.79% over the last year against +5.92%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | +0.24% | −3.60% | — |
| 3 months | +1.12% | −5.03% | — |
| 6 months | +2.84% | −1.83% | — |
| 1 year | +5.71% | −4.06% | +9.77 pts |
| 3 years | +7.62% | +9.27% | −1.65 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 25 Feb 2022 | +6.40% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +5.79% | +5.65% | +5.92% | −0.13 | 🔒 |
| 3y | +7.62% | +7.47% | +7.83% | −0.21 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2022 to 14 Oct 2026₹100 put in at the start of Feb 2022 would be ₹133 on 14 Oct 2026, against ₹161 in the Nifty 500 TRI.
What does Axis Crisil IBX SDL May 2027 Index Fund cost?
0.15% a year on the direct plan, 0.28% on the regular plan; 3 of 19 funds in its category charge less.
Who manages Axis Crisil IBX SDL May 2027 Index Fund?
Hardik Shah, since 23 Feb 2022; Aditya Pagaria, since 23 Feb 2022.
What does Axis Crisil IBX SDL May 2027 Index Fund hold?
25 holdings as of 30 Sep 2026; the ten largest are 85.0% of the fund, the largest 7.51% Maharashtra State Development Loans (24/05/2027) at 24.5%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does Axis Crisil IBX SDL May 2027 Index Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Axis Crisil IBX SDL May 2027 Index Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Axis Crisil IBX SDL May 2027 Index Fund?
Hardik Shah (manager) since 23 Feb 2022; Aditya Pagaria (manager) since 23 Feb 2022.
What is the expense ratio of Axis Crisil IBX SDL May 2027 Index Fund?
0.15% a year on the direct plan and 0.28% on the regular plan (expense report, Oct 2026).
How has Axis Crisil IBX SDL May 2027 Index Fund done?
Its direct plan returned +7.62% a year over 3 years against +7.83% for its benchmark, CRISIL IBX SDL Index – May 2027, as of 13 Oct 2026.
See Axis Crisil IBX SDL May 2027 Index Fund beside your own funds in Valarth
