Should I invest in Axis CRISIL IBX SDL May 2027 Index Fund?

We don't give personal investment advice. Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Axis

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW

Latest NAV

₹12.9223

As of

3 Jun 2026

1,038 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.02%	+0.09%	-0.12	207 / 246	Q4
1W	+0.04%	-1.14%	+1.18	88 / 246	Q2
2W	+0.02%	+0.01%	+0.02	180 / 246	Q3
1M	+0.27%	-0.58%	+0.85	74 / 246	Q2
3M	+0.99%	+0.04%	+0.95	107 / 241	Q2
6M	+2.52%	-2.34%	+4.86	30 / 235	Q1
YTD	+2.09%	-2.52%	+4.61	35 / 238	Q1
1Y	+5.26%	+0.63%	+4.63	50 / 220	Q1
2Y	+7.31%	+2.75%	+4.56	5 / 149	Q1
3Y	+7.14%	+9.27%	-2.13	44 / 113	Q2
4Y	+7.45%	+10.80%	-3.35	28 / 45	Q3
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.24%	+5.47%	+0.77	138 / 246	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.09%	-2.50%	+4.59	34 / 236
2025	+7.78%	+4.47%	+3.31	65 / 185
2024	+8.32%	+12.46%	-4.14	66 / 122
2023	+6.85%	+19.34%	-12.49	62 / 86
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.50%

40 windows

min 3.2% · max 9.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+7.53%

16 windows

min 6.3% · max 8.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.92%

3-year · annualised

Sharpe ratio

0.46

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.38%

Sep 2023 → Oct 2023

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund - Regular Plan - IDCW Option	Nippon India	₹11.1921	3 Jun 2026
SBI CRISIL - IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - IDCW	SBI	₹10.0571	3 Jun 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - REGULAR IDCW	Bandhan	₹10.3390	3 Jun 2026
Aditya Birla Sun Life Crisil IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund-Regular IDCW	Aditya Birla Sun Life	₹13.0258	3 Jun 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - IDCW	Mirae Asset	₹12.9906	3 Jun 2026
Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund - Regular - IDCW	Kotak	₹10.9305	3 Jun 2026
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Regular Plan - IDCW Option	Edelweiss	₹13.0275	3 Jun 2026
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW	DSP	₹12.6392	3 Jun 2026
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular - payout of IDCW	HSBC	₹12.9922	3 Jun 2026
Baroda BNP Paribas Nifty SDL December 2026 Index Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹12.5826	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹12.9223
2 Jun 2026	₹12.9155
1 Jun 2026	₹12.9187
31 May 2026	₹12.9163
29 May 2026	₹12.9142
27 May 2026	₹12.9103
26 May 2026	₹12.9107
25 May 2026	₹12.9135
22 May 2026	₹12.8943
21 May 2026	₹12.9054

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW is ₹12.9223. It's a Index Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW has NAV history starting from 25 Feb 2022, a track record of about 4 years 3 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW is managed by Axis. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW has delivered a absolute return of 5.26% — +4.63 pp ahead of the Index Fund category average of 0.63%. The fund ranks #50 of 220 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW has delivered a CAGR of 7.14% — -2.13 pp behind the Index Fund category average of 9.27%. The fund ranks #44 of 113 in its category — the second (Q2) quartile.

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW exactly 3 years ago would be worth approximately ₹122,994 today — a multiplier of 1.23×, based on the 3-year CAGR of 7.14%. The category average over the same window would have grown ₹1 lakh to ₹130,469.

A ₹10,000 monthly SIP in Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹400,451 today. That's an XIRR (money-weighted annualised return) of 7.03%.

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹400,451 — XIRR 7.03%.

On a 3-year basis, Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW ranks #44 out of 113 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.27%; this fund delivered 7.14%.

The worst peak-to-trough decline Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW has experienced over the last 3-year window is 0.38% — its NAV fell from a high on 26 Sep 2023 to a low on 10 Oct 2023. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW averaged 7.53% (best 8.34%, worst 6.29%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.46 — weak risk-adjusted performance.

In calendar year 2025, Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW returned 7.78% — beating the Index Fund category average of 4.47% by 3.31 pp. It ranked #65 of 185 in its category that year.

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.