Axis CRSL IBX SDL May2027 Idx Reg IDCW-P

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P Fund Details and Key Information

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹2006.00 Cr

• Expense Ratio: 0.28%

• Cash Holding: 3.43%

• Plan Type: Dividend

• Benchmark: CRISIL IBX SDL - May 2027

• Launch Date: 2022-02-23

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P Returns and Performance

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.84%

• 3 Months: 1.64%

• 6 Months: 3.01%

• 1 Year: 5.82%

• 3 Years: 0.24%

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P Risk Level and Volatility

Understanding risk is important before investing. Axis CRSL IBX SDL May2027 Idx Reg IDCW-P falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Low To Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P Portfolio Allocation

The asset allocation of Axis CRSL IBX SDL May2027 Idx Reg IDCW-P shows how investments are distributed across asset classes.

• Equity Allocation: -

• Cash Allocation: 3.43%

This allocation plays a key role in determining the fund’s risk and return profile.

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P Sector Allocation

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P diversifies its investments across sectors to reduce risk.

Sector Holding Detail

-

Sector allocation data helps investors understand which industries the fund is focusing on.

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P Fund House

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P is managed by:

AMC Name: Axis Asset Management Company Limited

A strong fund house with a proven track record can improve investor confidence.

Axis CRSL IBX SDL May2027 Idx Reg IDCW-P Minimum Investment

Investors can start investing in Axis CRSL IBX SDL May2027 Idx Reg IDCW-P with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.