Axis CRISIL IBX SDL May 2027 Index Fund
Direct · Growth ₹12.89
20 Mar 2026
NAV
7.7%
3Y CAGR
7.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.53
Sharpe
-3.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.41 L | 7.6% | 4.4% | 10.6% |
| 3 Years | ₹36.00 L | ₹40.29 L | 7.9% | 7.2% | 8.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.6% | 14.5% | 9.2% | -6.9% |
| 3 Years | 7.9% | 11.2% | 12.6% | -3.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.6% | 7.8% | 2.0% | 9.9% | 0.85 | 1.72 | 100% | — | — |
| 3 Years | 7.7% | 7.8% | 6.2% | 8.5% | 2.53 | 29.41 | 100% | — | — |
-3.6%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
2.09
1Y
2.12
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.46 | 0.01 | 5.0% | -2.8% | 6.0% | 0.2% |
| 3 Years | +1.13 | 0.01 | 5.8% | -4.3% | 7.7% | 8.5% |
| 5 Years | -0.84 | 0.02 | 5.7% | -2.4% | 5.7% | 8.1% |
| 7 Years | -2.44 | 0.02 | 5.7% | -2.4% | 4.0% | 5.7% |
| 10 Years | -3.63 | 0.02 | 5.7% | -2.4% | 2.8% | 4.0% |
| 12 Years | -4.09 | 0.02 | 5.7% | -2.4% | 2.3% | 3.3% |
| 15 Years | -4.54 | 0.02 | 5.7% | -2.4% | 1.9% | 2.6% |