MonitorDirect · GrowthWatch before adding
Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund
- NAV
- 11.328
- 11 Sept 2026
- 1Y
- +6.3%
- Trailing CAGR
- AUM
- ₹22.07 Cr
- 30 Jun 2026
- Volatility
- Low
- 0.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 11 Sept 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 1-year windows.
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
1.9 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.92% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -0.3%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 0%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+6.3%
- 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
- +1.2%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -0.3%
- Worst peak-to-trough
- Current
- 0.0%
- At peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +33%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 55 recovered episodes
- Longest recovery
- 13 days
- Trough to prior peak
13 May 2026 – 3 Jun 2026
Trough 21 May 2026 · recovered in 13 days
-0.3%
9 Jun 2025 – 23 Jun 2025
Trough 13 Jun 2025 · recovered in 10 days
-0.2%
6 May 2025 – 13 May 2025
Trough 9 May 2025 · recovered in 4 days
-0.1%
8 Dec 2025 – 24 Dec 2025
Trough 11 Dec 2025 · recovered in 13 days
-0.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
36
Vs category
58
Consistency
100
Risk-adjusted
100
Drawdown
99
Mean
79
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Axis Mutual Fund
- 1Y
- +6.5%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 1.39
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund
Axis Mutual Fund
- 1Y
- +6.1%
- 3Y
- n/a
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 1.94
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Axis Nifty SDL September 2026 Debt Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.2%
- Vol
- 0.8%
- Max DD
- -0.3%
- Sharpe
- 1.61
- 3Y win
- +8%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund
Mirae Asset Mutual Fund
- 1Y
- +5.9%
- 3Y
- n/a
- Vol
- 0.6%
- Max DD
- -0.2%
- Sharpe
- 0.23
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund
Axis Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.4%
- Vol
- 0.9%
- Max DD
- -0.4%
- Sharpe
- 1.64
- 3Y win
- +20%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown