Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan

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Value Research Rating

Unrated

Our Opinion

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Riskometer

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Low to Moderate

₹10.2843 0.03%

As on 18-Mar-2026

Returns

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Calculate SIP Returns of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Low to Moderate risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan

Asset Allocation

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Credit Rating Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan
Unrated
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Low to Moderate
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0.10
Unrated
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Low to Moderate
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0.13
Unrated
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Low to Moderate
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0.12
Unrated
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Low to Moderate
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0.09
Unrated
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Low to Moderate
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0.10

Other details of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan

Assets

info

₹238 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

About Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan is a debt mutual fund scheme of Axis Mutual Fund. Launched on September 24, 2025, it is currently managed by Aditya Pagaria. The fund has an expense ratio of 0.10% with an overall AUM (Assets Under Management) of ₹238 Cr.

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between three to six months. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.

Investment Strategy

The Scheme seeks to provide returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Financial Services 3-6 Months Debt Index before expenses, subject to tracking errors/tracking difference.

Suitability

Ultra Short Duration funds are suitable for:

  • Parking emergency corpus or idle money for capital preservation
  • Earning slightly higher returns than savings bank account, with low volatility
  • Investment horizon of 3 months to 1 year

Note:

  • 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

Capital Gains Taxation

  • If investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • If investment is made before 1 April 2023:
    • Sold within 2 years from the date of investment: Gains are added to the investors' income and taxed according to the applicable slab rate.
    • Sold after 2 years from the date of investment: Gains are taxed at the rate of 12.5%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan 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 CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan 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.

The latest declared NAV of Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan, is ₹10.2843 as of 19-Mar-2026.

Company Percentage of Portfolio

REC Ltd SR 228-A NCD 7.80 30/05/2026

10.51

Bajaj Housing Finance Ltd Bonds/NCD 7.78 26/05/2026

10.50

Power Finance Corporation Ltd SR BS 230 NCD 7.37 22/05/2026

10.49

LIC Housing Finance Ltd Bonds 6.01 19/05/2026

10.46

Small Industries Devp. Bank of India Ltd CD 20/05/2026

10.34
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Over the past five years, Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.

The minimum investment required to start investing in Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.