Fund Overview
Fund

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

ISIN: INF846KA1226

10.67
End of Day NAV as on Sep 10, 2026
9.910.110.310.510.7Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM6.83%
Avg Maturity0.30
Macaulay Duration0.30
Modified Duration0.27

Fund Parameters

AUM (Cr)241
Base Expense Ratio0.09%
Tracking Error0.14%
All-In-Cost0.23%
Inception Date24 Sept 2025
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
Indian Railway Finance Corpn Ltd SR-171 07.23% (15-Oct-2026)9.1%
Power Finance Corporation Ltd. SR BS233A (25-Aug-2026)9.1%
Bank of Baroda (06-Nov-2026)8.9%
Small Industries Development Bank of India (10-Nov-2026)8.9%
HDFC Bank Ltd. (14-Dec-2026)8.9%
Indian Bank (22-Jan-2027)8.8%
Canara Bank (28-Jan-2027)8.8%
Punjab National Bank (28-Jan-2027)8.8%
LIC Housing Finance Ltd. -SR-TR 449 07.69% (11-Dec-2026)7.3%
Kotak Mahindra Prime Ltd. - 08.09% (09-Nov-2026)5.5%
Clearing Corporation Of India Ltd.3.5%
Tata Motors Finance Ltd. -SR-A (28-Aug-2026)2.5%
Rural Electrification Corpn Ltd SR-142 07.54% (30-Dec-2026)1.8%
REC Ltd.-SR-237-BD 07.55% (31-Oct-2026)1.8%
Kotak Mahindra Prime Ltd. - 07.475% (20-Aug-2026)1.8%
LIC Housing Finance Ltd. -TR-412 06.17% (03-Sep-2026)1.8%
Kotak Mahindra Bank Ltd. (31-Aug-2026)1.8%
Net Current Asset0.8%

Advanced Ratios

Alpha0.02
Beta0.04
Sharpe Ratio0.63
Sortino Ratio1.37
Treynor Ratio0.37
Information Ratio0.09
Upside Capture31.17%
Downside Capture-18.58%

Instrument Mix

Total
100%
allocation
  • Certificate of Deposit55.0%
  • Corporate Debt40.7%
  • Cash & Cash Equivalents and Net Assets4.3%

Rating Mix

Total
100%
allocation
  • A1 / A1+ / A1-55.0%
  • AAA40.7%
  • Cash & Equivalent4.3%

Fund • Last updated: 11/09/2026