Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment

Debt, Target Maturity, Principal at low risk

1 Year Return 7.19% at 08 Jun 2026 12:30 PM

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Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment: Mutual Fund Overview

Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment is an Target Maturity mutual fund with over 4.36 years of performance history. The scheme manages an AUM of ₹452.19 Cr and has a NAV of ₹11.9548. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.19%.

Fund Details

NAV 11.9548

Sub-Type Target Maturity

Rating Not Rated

Min. SIP Amount ₹1000.0

Fund Age(Year) 4.36

Fund Size(in Crores) 452.19

Fund Performance

1 Month 0.5%

3 Month 1.63%

6 Month 3.37%

1 Year 7.19%

3 Year 6.13%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (93.09%) Market Cap Large Cap 78.01 Mid Cap 6.47 Small Cap 8.61 Top Sectors Financial 26.22 Automobile 21.6 Services 13.77 Metals & Mining 9.74 Construction 7.64 Capital Goods 4.67 Energy 4.05 Materials 3.19 Healthcare 2.2 Top Holding Adani Energy Solutions 4.05 Adani Enterprises 3.9 Adani Ports and Special Economic Zone 3.61 Ambuja Cements 3.19 Bajaj Finance 4.37 Bajaj Finserv 3.18 Bank of Baroda 3.69 Bharat Electronics 1.07 Bosch 3.23 CG Power 3.61 DLF 3.3 Eicher Motors 3.82 Eternal 3.23 ICICI Bank 1.05 Interglobe Aviation 3.03 Jindal Steel 3.2 JIO Financial 4.25 JSW Steel 3.29 Larsen & Toubro 4.34 Mahindra & Mahindra 3.15 Max Healthcare Institute 1.07 Power Fin. Corp. 3.32 REC 3.28 Samvardhana Motherson 3.38 Shriram Finance 3.08 Sun Pharmaceutical Industries 1.13 Tata Motors Passenger Vehicles 4.41 Tata Steel 3.26 TVS Motor Company 3.61

Debt & Others (6.91%) Sector Allocation Net Payables -2.56 Treasury Bills 9.01 CBLO 0.46 Debt Credit Ratings Debt Category Reserve Bank of India 9.01 Others -2.1

Comparison with same funds

Equity, Flexi Cap funds 360 ONE Quant Fund Regular-Growth Ret 1M -1.62% Ret 1Y -5.39% Ret 3Y 17.78% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Quant Fund Regular-IDCW Payout Ret 1M -1.62% Ret 1Y -5.39% Ret 3Y 17.78% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Quant Fund Regular-IDCW Reinvestment Ret 1M -1.62% Ret 1Y -5.39% Ret 3Y 17.78% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Quant Fund Regular-Growth Ret 1M 0.2% Ret 1Y 5.93% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Quant Fund Regular-IDCW Ret 1M 0.2% Ret 1Y 5.93% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-Growth Ret 1M 1.16% Ret 1Y 0.0% Ret 3Y 9.96% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-IDCW Payout Ret 1M 1.16% Ret 1Y 0.0% Ret 3Y 9.96% Ret 5Y 0%

Equity, Flexi Cap funds Axis Quant Fund Regular-IDCW Reinvestment Ret 1M 1.16% Ret 1Y 0.0% Ret 3Y 9.96% Ret 5Y 0%

Equity, Flexi Cap funds DSP Quant Fund Regular-Growth Ret 1M -1.17% Ret 1Y -0.91% Ret 3Y 7.85% Ret 5Y 6.96%

Equity, Flexi Cap funds DSP Quant Fund Regular-IDCW Ret 1M -1.17% Ret 1Y -0.91% Ret 3Y 7.85% Ret 5Y 6.96%

Equity, Flexi Cap funds DSP Quant Fund Regular-IDCW Reinvestment Ret 1M -1.17% Ret 1Y -0.91% Ret 3Y 7.85% Ret 5Y 6.96%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.27%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Devang Shah

Education Mr. Shah is B.Com and ACA.

Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.

Sachin Jain

Education Mr. Jain is a B.Tech, AGMP (Management)

Experience Prior to joining Axis Asset Management Company Ltd., he has worked with Sundaram Mutual Fund, I- Cap, Sunidhi securities and Finance Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at low risk

AMC and Fund details

Rank (total sets) 105

Date of Incorporation 2022-01-28

Total AUM 366022.79

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment FAQs

How to invest in Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

Investing in Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

The term expense ratio for Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment is 0.27% as of 08 Jun 2026.

What is the NAV of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

The NAV of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment is ₹11.9548 as of 08 Jun 2026.

What is the AUM of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

The AUM (Assets Under Management) of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment is ₹452.19 Cr as of 08 Jun 2026.

What is the PE and PB ratio of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

The PE ratio of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

Yes, you can invest in Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment in the last 5 years?

The return of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment in the last 5 years is 0.0%.

What is the minimum SIP investment required in Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

The minimum SIP investment in Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹1000.0.

What is the current NAV of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

The NAV of Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment, as of 08 Jun 2026, is ₹11.9548.

Who manages the Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment?

The fund managers responsible for Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular-IDCW Reinvestment are: