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

Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW is a scheme launched by Axis Mutual Fund on February 23, 2022, and falls under the Index fund category. It currently manages an AUM of Rs 2,241.6 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 0.31% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the CRISIL IBX SDL Index – May 2027 before expenses, subject to tracking errors.

• Performance:

  Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW trailing returns over different times are 7.95% (1 year), 7.36% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.78%.