Primarily market-linked growth exposure
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. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Debt Instruments comprising CRISIL IBX SDL Index – May 2027 - (95%-100%), Money Market Instruments - (0%-5%)
- SEBI category
- Index Funds
- Fund type
- Open Ended
- Primary benchmark
- CRISIL IBX SDL Index - May 2027
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Mr. Hardik Shah, Mr. Aditya Pagaria
- Manager tenure on this scheme
- Since Mr. Hardik Shah - 23rd February 2022, Mr. Aditya Pagaria - 01st February 2023
- Role / co-management
- Mr. Hardik Shah - Comanage/Fixed Income, Mr. Aditya Pagaria - Comanage/Fixed Income
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan - Growth Option | ₹13.2456 | 04 Sep 2026 |
| Axis CRISIL IBX SDL May 2027 Index Fund - Direct Plan - IDCW Option | ₹13.2452 | 04 Sep 2026 |
| Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - Growth Option | ₹13.1625 | 04 Sep 2026 |
| Axis CRISIL IBX SDL May 2027 Index Fund - Regular Plan - IDCW Option | ₹13.1627 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 0.43%, Direct 0.31%
- Exit load
- Nil
- Minimum application
- 5000 · multiples of 1
- SIP frequency
- SIP - Monthly / Yearly, SWP - Weekly / Monthly / Quarterly / Halfyearly / Yearly, STP - Daily / Weekly / Fortnightly / Monthly / Quarterly
- Minimum SIP amount
- SIP Monthly 1000.00, SIP Yearly - 12000.00 SWP - 1000 STP - Daily, Weekly, Fortnightly, Monthly - 1000 and Quarterly 3000.00
- Minimum instalments
- SIP Monthly - 6 SIP - Yearly - 3 SWP - Weekly - 5, Monthly - 6, Quarterly - 4, Halfyearly - 4, Yearly - 2 STP - Daily -6, Weekly - 6, Fortnightly -6, Monthly - 6, Quarterly -2
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.