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

Axis CRISIL IBX SDL May 2027 Index Fund - Portfolio Analysis

  • ₹11.32 (0.0036%)

    Current NAV 12-07-2024

  • 7.6%

    1Y Returns

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Debt 197.74%
  • Others 2.22%

Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 197.74

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Others

Construction

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.51% Maharashtra State 24/05/2027 Others 15.88% 0%
7.51% Maharashtra State 24/05/2027 Others 15.88% 0%
6.58% Gujarat State 31/03/2027 Construction 10.88% 0%
6.58% Gujarat State 31/03/2027 Construction 10.88% 0%
7.52% Gujarat State 24/05/2027 Construction 9.72% 0%
7.52% Gujarat State 24/05/2027 Construction 9.72% 0%
7.52% Tamilnadu State 24/05/2027 Others 7.49% 0%
7.52% Tamilnadu State 24/05/2027 Others 7.49% 0%
7.86% Karnataka State 15/03/2027 Others 5.79% 0%
7.86% Karnataka State 15/03/2027 Others 5.79% 0%
7.53% Haryana State 24/05/2027 Others 5.6% 0%
7.53% Haryana State 24/05/2027 Others 5.6% 0%
7.59% Karnataka State 15/02/2027 Others 4.51% 0%
7.59% Karnataka State 15/02/2027 Others 4.51% 0%
7.71% Gujarat State 01/03/2027 Construction 4.29% 0%
7.71% Gujarat State 01/03/2027 Construction 4.29% 0%
6.54% Maharashtra State 09/02/2027 Others 3.24% 0%
6.54% Maharashtra State 09/02/2027 Others 3.24% 0%
7.52% Uttar Pradesh State 24/05/2027 Others 2.99% 0%
7.52% Uttar Pradesh State 24/05/2027 Others 2.99% 0%
7.92% West Bengal State 15/03/2027 Others 2.77% 0%
7.92% West Bengal State 15/03/2027 Others 2.77% 0%
7.59% Karnataka State 29/03/2027 Others 2.71% 0%
7.59% Karnataka State 29/03/2027 Others 2.71% 0%
7.61% Tamilnadu State 15/02/2027 Others 2.61% 0%
7.61% Tamilnadu State 15/02/2027 Others 2.61% 0%
7.51% Rajasthan State 24/05/2027 Others 2.37% 0%
7.51% Rajasthan State 24/05/2027 Others 2.37% 0%
6.72% Kerala State 24/03/2027 Others 2.32% 0%
6.72% Kerala State 24/03/2027 Others 2.32% 0%
7.78% Bihar State 01/03/2027 Others 2.14% 0%
7.78% Bihar State 01/03/2027 Others 2.14% 0%
7.74% Tamilnadu State 01/03/2027 Others 1.67% 0%
7.74% Tamilnadu State 01/03/2027 Others 1.67% 0%
7.62% Tamilnadu State 29/03/2027 Others 1.66% 0%
7.62% Tamilnadu State 29/03/2027 Others 1.66% 0%
7.6% Madhya Pradesh State 15/02/2027 Others 1.42% 0%
7.6% Madhya Pradesh State 15/02/2027 Others 1.42% 0%
7.78% West Bengal State 01/03/2027 Others 1.33% 0%
7.78% West Bengal State 01/03/2027 Others 1.33% 0%
7.88% Chhattisgarh State 15/03/2027 Others 1.19% 0%
7.88% Chhattisgarh State 15/03/2027 Others 1.19% 0%
7.59% Gujarat State 15/02/2027 Construction 1.19% 0%
7.59% Gujarat State 15/02/2027 Construction 1.19% 0%
7.62% Uttar Pradesh State 15/02/2027 Others 0.95% 0%
7.62% Uttar Pradesh State 15/02/2027 Others 0.95% 0%
7.87% Uttar Pradesh State 15/03/2027 Others 0.72% 0%
7.87% Uttar Pradesh State 15/03/2027 Others 0.72% 0%
7.64% West Bengal State 29/03/2027 Others 0.71% 0%
7.64% West Bengal State 29/03/2027 Others 0.71% 0%
7.85% Rajasthan State 15/03/2027 Others 0.48% 0%
7.85% Rajasthan State 15/03/2027 Others 0.48% 0%
7.77% Kerala State 01/03/2027 Others 0.48% 0%
7.61% Uttar Pradesh State 11/05/2027 Others 0.48% 0%
7.77% Kerala State 01/03/2027 Others 0.48% 0%
7.75% Karnataka State 01/03/2027 Others 0.48% 0%
7.61% Uttar Pradesh State 11/05/2027 Others 0.48% 0%
7.75% Karnataka State 01/03/2027 Others 0.48% 0%
7.76% Madhya Pradesh State 01/03/2027 Others 0.24% 0%
7.76% Madhya Pradesh State 01/03/2027 Others 0.24% 0%
7.19% Gujarat State 25/01/2027 Construction 0.24% 0%
7.19% Gujarat State 25/01/2027 Construction 0.24% 0%
Others Others 0.21% 0%
Others Others 0.21% 0%
7.55% Kerala State 11/05/2027 Others 0.09% 0%
7.55% Kerala State 11/05/2027 Others 0.09% 0%
7.8% Haryana State 01/03/2027 Others 0.02% 0%
7.8% Haryana State 01/03/2027 Others 0.02% 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 2.22

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.11% 0%
Others Others 1.11% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Axis CRISIL IBX SDL May 2027 Index Fund ?

The top holdings of this fund are 7.51% Maharashtra State 24/05/2027, 7.51% Maharashtra State 24/05/2027, 6.58% Gujarat State 31/03/2027, 6.58% Gujarat State 31/03/2027, 7.52% Gujarat State 24/05/2027

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Axis CRISIL IBX SDL May 2027 Index Fund ?

The major sectors of this fund are Others, Construction.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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