MonitorDirect · Growth
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund
- NAV
- 11.381
- 11 Sept 2026
- 1Y
- +6.1%
- Trailing CAGR
- AUM
- ₹9.97 Cr
- 30 Jun 2026
- Volatility
- Low
- 0.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- +0.1%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 55 recovered episodes
- Longest recovery
- 17 days
- Trough to prior peak
- Current spell
- 1 days
- Days below latest peak
- Time below peak
- +37%
- NAV observations
8 May 2026 – 31 May 2026
Trough 21 May 2026 · recovered in 10 days
-0.4%
6 Jun 2025 – 30 Jun 2025
Trough 13 Jun 2025 · recovered in 17 days
-0.3%
12 Jan 2026 – 30 Jan 2026
Trough 21 Jan 2026 · recovered in 9 days
-0.2%
5 May 2025 – 13 May 2025
Trough 9 May 2025 · recovered in 4 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
36
Vs category
50
Consistency
94
Risk-adjusted
100
Drawdown
99
Mean
76
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- The fund beat the category median in 94% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund
Axis Mutual Fund
- 1Y
- +6.6%
- 3Y
- n/a
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 3.04
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund
Axis Mutual Fund
- 1Y
- +6.3%
- 3Y
- n/a
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 2.68
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund
Mirae Asset Mutual Fund
- 1Y
- +6.5%
- 3Y
- n/a
- Vol
- 0.5%
- Max DD
- -0.2%
- Sharpe
- 2.15
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis Nifty SDL September 2026 Debt Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.3%
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 2.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Mirae Asset Nifty SDL June 2028 Index Fund
Mirae Asset Mutual Fund
- 1Y
- +6.3%
- 3Y
- +7.7%
- Vol
- 1.3%
- Max DD
- -0.9%
- Sharpe
- 1.80
- 3Y win
- +99%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown