Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

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Riskometer

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Moderate

Returns

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Calculate SIP Returns of Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Moderate risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth

Asset Allocation

Split between different types of investments

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Credit Rating Weightage

Split between categories of Equity investments

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Other details of Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth

Assets

info

₹-- Cr

Exit Load (Days)

info

--

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

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About Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth

Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth is a debt mutual fund scheme of Axis Mutual Fund. Launched on March 05, 2025, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund - Direct Plan has a fixed tenure and it invests in bonds whose maturity is in line with the tenure of the fund. Being passively managed, it replicates the portfolio of its chosen benchmark index. Upon the completion of the stated tenure, the fund will be wound up and money will be returned to investors along with accumulated gains. But they do not guarantee returns or safety of capital. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.

Suitability

Target Maturity funds are suitable for investors:

  • Looking for a debt fund with high predictability of returns
  • Whose investment horizon matches with the fund's tenure
  • Looking to earn marginally higher than FDs of similar maturity, with low volatility

Note:

  • Unlike FD, there is no guarantee of returns
  • Not suitable for long-term wealth creation
  • Being passively managed, the fund replicates the portfolio of its chosen benchmark index
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FAQ for Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

Over the past five years, Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth has delivered an annualised return of --% as of 30-Apr-2026.

The minimum investment required to start investing in Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.