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Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund

Growth
DebtCorporate Bond Fund
Mid-size FundAssets Under Mgmt: ₹ 517 Cr
Low RiskPrinciple investment will be at low risk
11.690.02% (+0.00)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
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DebtCorporate Bond Fund
Mid-size FundAssets Under Mgmt: ₹ 517 Cr
Low RiskPrinciple investment will be at low risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.167.259.73
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.437.386.80

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL IBX 70:30 CPSE Plus SDL - April 2025

About Corporate Bond Fund

Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.

Peers & Comparison

Comparing 3 mutual funds from 
DebtCorporate Bond Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund7.62%5.62%
HDFC Corp Bond Fund9.29%6.56%8.15%
ICICI Pru Corp Bond Fund8.55%6.82%8.21%
Aditya Birla SL Corp Bond Fund9.29%6.76%8.25%

Price Comparison

Compare Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund with any MF, ETF, stock or index
Compare Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund with any MF, ETF, stock or index
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsGovernment SecuritiesCorporate Debt5.98%22.31%71.70%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+2 morePower GenerationOil & Gas - Refining & MarketingG-SecConsumer FinancePublic Banks5.98 %4.82 %13.44 %22.31 %25.58 %27.87 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2426.48%26.49%25.74%27.02%28.27%27.87%
Public Banks as a % of total holdings for last six quarters
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Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • 8.03% State Government Securities (16/04/2025)
    Sovereign
    3M change : 0.67 %|Sovereign

    Holdings

    14.57 %

    0.67 %
  • 5.47% National Bank For Agriculture and Rural Development (11/04/2025) **
    ICRA AAA
    3M change : 0.77 %|ICRA AAA

    Holdings

    14.39 %

    0.77 %
  • 5.40% Indian Oil Corporation Limited (11/04/2025) **
    CRISIL AAA
    3M change : 0.71 %|CRISIL AAA

    Holdings

    13.44 %

    0.71 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    69

  • Total AUM

    ₹ 3,18,067.64 Cr.

Fund Manager Profile

Devang Shah

AUM:  ₹92,748.13 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Sachin Jain

AUM:  ₹81,122.64 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

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One Time

Monthly Investment Amt. (₹)

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CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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