MonitorDirect · Growth
Axis Nifty SDL September 2026 Debt Index Fund
- NAV
- 13.0429
- 15 Sept 2026
- 1Y
- +5.7%
- Trailing CAGR
- AUM
- ₹65.64 Cr
- 31 Aug 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+5.7%
- 3Y+7.3%
- 5Yn/a
- 10Yn/a
- SI+7.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.6%
- 3Y+6.8%
- 5Yn/a
- 10Yn/a
- Since inception
- +7.2%
- Calendar-day CAGR
- Excess 1Y
- -0.4%
- Category median, same plan and option
- 3Y win rate
- +7%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +7.1%
- 200 daily-ending windows
- Median rolling 3Y
- +7.3%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.8%
- 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
- 115 recovered episodes
- Longest recovery
- 14 days
- Trough to prior peak
- Current spell
- 1 days
- Days below latest peak
- Time below peak
- +28%
- NAV observations
7 Feb 2023 – 13 Mar 2023
Trough 27 Feb 2023 · recovered in 14 days
-0.3%
26 Sept 2023 – 19 Oct 2023
Trough 6 Oct 2023 · recovered in 13 days
-0.2%
7 Jun 2023 – 19 Jun 2023
Trough 9 Jun 2023 · recovered in 10 days
-0.2%
9 Aug 2023 – 21 Aug 2023
Trough 17 Aug 2023 · recovered in 4 days
-0.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
48
Consistency
13
Risk-adjusted
100
Drawdown
99
Mean
52
Portfolio
31 Aug 2026 · 10 holdings · top 10 are 100.0%.
- Top 5
- 83.7%
- Top 10
- 100.0%
- Largest holding
- 42.7%
- Effective holdings
- 4.3
Rajasthan State SDL 7.38 14/09/2026
Unspecified
42.7%
GOVERNMENT OF INDIA 37176 182 DAYS TBILL 03SP26 FV RS 100
Financial
15.2%
Uttar Pradesh State SDL 7.19 28/09/2026
Unspecified
7.6%
Rajasthan State SDL 7.17 28/09/2026
Unspecified
7.6%
Maharashtra State SDL 7.37 14/09/2026
Unspecified
7.6%
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
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- 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-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
Caveat: Lower 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
Caveat: Lower trailing returns
Axis Crisil IBX 50:50 Gilt Plus SDL September 2027 Index Fund
Axis Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.4%
- Vol
- 0.9%
- Max DD
- -0.4%
- Sharpe
- 2.57
- 3Y win
- +15%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis CRISIL IBX SDL May 2027 Index Fund
Axis Mutual Fund
- 1Y
- +6.3%
- 3Y
- +7.5%
- Vol
- 1.5%
- Max DD
- -3.6%
- Sharpe
- 0.79
- 3Y win
- +33%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
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
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns