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Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option

Category: Index Fund
Launch Date: 18-09-2025
Asset Class: DEBT
Benchmark: CRISIL-IBX Financial Services 3-6 Months Debt Index
Expense Ratio: 0.0% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 0 Cr As on ()
Turn over:
NAV (₹): 10.0453
₹ 0.01 ( 0.0508%)
as on 20-10-2025
CAGR Since Inception - 0.38%
CRISIL-IBX Financial Services 3-6 Months Debt Index - 18.51%

Fund Managers

Aditya Pagaria


Investment Objective

The investment objective of the Scheme is to provide returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Financial Services 3-6 Months Debt Index before expenses, subject to tracking errors/tracking difference.

PERFORMANCE of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option

Scheme Performance (%) Data as on - 20-10-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option - - - - 0.38
Benchmark - - - - -
Index Fund 2.55 15.02 18.96 12.5 9.4

RETURNS CALCULATOR for Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option - - - - - -
Index Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis CRISILIBX Fin Services 36 Months Debt Index Fund Reg Plan Gr 18-09-2025 0.0 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 28.12 31.1 33.15 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 21.15 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 20.62 0.0 0.0 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 19.05 26.49 25.52 17.75 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 16.64 22.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund Reg Gr 01-04-2024 14.22 0.0 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr 29-07-2022 12.62 20.0 20.94 0.0 0.0
ICICI Prudential Nifty Bank Index Fund Gr 05-03-2022 11.34 15.22 13.02 0.0 0.0
DSP Nifty Bank Index Fund Reg Gr 02-05-2024 11.29 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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