Rating : N/A
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Regular Growth
Medium Duration Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
0%
Asset Size
514.21 Cr.
(As of 15 Jan, 2023)
Benchmark
CRISIL IBX 70:30 CPSE Plus SDL Apr 2025
Riskometer
Investors understand that their principal will be at Risk.
Objective
The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the CRISIL IBX 70:30 CPSE Plus SDL – April 2025 before expenses, subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund manager
Devang Shah
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Rural Electrification Corporation Limited
12.28%
National Bank For Agriculture And Rural Development
12.12%
Indian Oil Corporation Limited
10.50%
08.03 GJ Sdl 2025
9.89%
Sector Allocation
About the Scheme Type
Medium Duration Funds invest in debt and money market instruments wherein the portfolio’s Macaulay Duration should be between three to four years. Given that these funds do not have equity exposure, it reduces the risk factor and is generallysuited for investors whose investment horizon is 1 – 3 years and are looking for just better than nominal returns.
Ratings
This fund is rated 0 stars by Morning Star Ratings.
N/A
Overview of Axis Asset Management Company Limited
Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles
- Long term wealth creation
- Outside in (Customer) view
- Long term relationship
Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.
Investment Philosophy of Axis Mutual Fund:
- Business to be built on three pillars
- Outside-in View
- Investor at the heart of every single decision
- Communication in investor’s language, not in ours
- Enduring Wealth Creation
- Playing a serious and credible role in investor’s money basket
- Encouraging investors to build a long-term perspective of the mutual fund category
- Long-term Relationships
- Outside-in View
- Aiming at building relationships rather than being transactional