Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth
Riskometer
Moderate
Value Research Opinion
New Fund
—
Returns
Risk
This fund has Moderate risk.
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
Credit Rating Weightage
Split between categories of Equity investments
Peer Comparison
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Fund name
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Rating |
Our Opinion |
Risk
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Return (%) |
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Base Expense Ratio (%)
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|---|---|---|---|---|---|---|
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Low to Moderate
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0.17 |
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Low
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0.18 |
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Low
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0.18 |
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Low to Moderate
|
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0.17 |
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|
Low to Moderate
|
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0.17 |
Other details of Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth
Assets
₹-- Cr
Exit Load (Days)
--
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
--
Min. SIP Investment (₹)
1,000
Min. No of Cheques
6
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
FAQ for Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth
How to Invest in 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.
What is the return of Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth in the last 5 years?
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 18-Jul-2026.
What is the minimum investment required in Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct-Growth?
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.