AXAxis MFRegular · Growth

Axis CRISIL IBX SDL June 2034 Debt Index Fund - Regular Plan - Growth

Debt OrientedDebt - Index FundBenchmark: CRISIL IBX SDL Index - June 2034
NAV · 04 Feb 2026₹11.28-0.14%
AUM₹8 Cr
Expense Ratio0.45%
CAGR
Exit LoadNil
Min SIP₹1,000
Launched2024

Investment Objective

The investment objective of the scheme is to provide investment returns corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index - June 2034 before expenses, subject to tracking errors.

Fund Mandate

Debt and Money Market Instruments0%–5%
Fixed Income Instruments comprising CRISIL IBX SDL Index - June 203495%–100%
Asset Allocation
Debt95.9%
Cash & Equivalents4.1%
Fund Managers
HS
Hardik Shah
Fund Manager
Key Information
0.45%
₹1,000
₹5,000
Nil
Nil
Inception21 Mar 2024
AMCAxis MF
Top Holdings
17.49% Tamilnadu State Development Loans (24/04/2034)62.38%
27.94% Haryana State Development Loans (29/06/2034)8.96%
37.44% Tamilnadu State Development Loans (05/06/2034)7.75%
47.72% Maharashtra State Development Loans (25/05/2034)6.96%
57.9% Andhra Pradesh State Development Loans (01/06/2034)6.38%
6Net Receivables / (Payables)4.12%
77.44% Karnataka State Development Loans (28/02/2034)2.84%
87.43% Tamilnadu State Development Loans (08/05/2034)0.62%
Sector Allocation
Other100.0%
Trailing Returns
PeriodReturns
1 Day-0.14%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.45%
Nil
Nil
₹1,000
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme