Axis CRISIL IBX Financial Services 3 6 Months Debt Index Fund Direct Growth

Axis CRISIL IBX Financial Services 3 6 Months Debt Index Fund Direct Growth
Debt
Ultra Short Duration
Low to Moderate Risk
Launch date18 Sep 2025
Allotment date24 Sep 2025
End date23 Sep 2025
NAV₹10.00
NFO will close in 5 days
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Exit load
18 Sep 2025
NA
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000
Fund managementAditya Pagaria
Sep 2025 - Present
View details
Education
Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
Experience
Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
Also manages these schemes
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Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹3,39,575.56Cr
Date of Incorporation04 Sep 2009
    Axis CRISIL IBX Financial Services 3 6 Months Debt Index Fund Direct Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund.     This scheme was made available to investors on 04 Sep 2009.     Aditya Pagaria is the Current Fund Manager of Axis CRISIL IBX Financial Services 3 6 Months Debt Index Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹3,39,576 Cr and     the Latest NAV as of 18 Sep 2025 is ₹10.00.  

    The Axis CRISIL IBX Financial Services 3 6 Months Debt Index Fund Direct Growth is rated Low to Moderate risk.     Minimum SIP Investment is set to ₹1,000.     Minimum Lumpsum Investment is ₹5,000.     
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Investment ObjectiveThe Scheme seeks to provide returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Financial Services 3-6 Months Debt Index before expenses, subject to tracking errors/tracking difference. 
 
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Fund benchmarkCRISIL-IBX Financial Services 3 to 6 Months Debt Index
Scheme Information Document(SID)
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Website
www.axismf.com
Peer ComparisonDebt, Ultra Short Duration fundsRating1Y3YFund Size(Cr)
Nippon India Ultra Short Duration Fund Direct Growth
4
7.9%7.7%11,075.99
Sundaram Ultra Short Duration Fund Direct Growth
5
7.7%7.5%2,198.53
Baroda BNP Paribas Ultra Short Duration Fund Direct Growth
4
7.6%7.5%1,614.95
PGIM India Ultra Short Duration Direct Growth
5
7.5%7.3%204.04
LIC MF Ultra Short Duration Fund Direct Growth
5
7.6%7.2%257.79

Rank (total assets)	#7 in India
Total AUM	₹3,39,575.56Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	CRISIL-IBX Financial Services 3 to 6 Months Debt Index

Debt, Ultra Short Duration funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Ultra Short Duration Fund Direct Growth	4	7.9%	7.7%	11,075.99
Sundaram Ultra Short Duration Fund Direct Growth	5	7.7%	7.5%	2,198.53
Baroda BNP Paribas Ultra Short Duration Fund Direct Growth	4	7.6%	7.5%	1,614.95
PGIM India Ultra Short Duration Direct Growth	5	7.5%	7.3%	204.04
LIC MF Ultra Short Duration Fund Direct Growth	5	7.6%	7.2%	257.79