Axis Crisil-IBX Financial Services 3-6 Months Debt Index Fund
🎯Investment Objective
“An open ended Constant Maturity Index Fund tracking the CRISIL-IBX Financial Services 3-6 Months Debt Index.”
Source: Axis Crisil-IBX Financial Services 3-6 Months Debt Index Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This is a conservative allocation with only 2% in equities — focused on capital preservation and income.
The fund holds 98% in cash — above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified — no sector dominates, with the top 3 at just 2.3%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Large-Growth quadrant based on its holdings characteristics.
The fund primarily holds large-cap stocks (top 100 companies by market cap) — typically the most stable equity holdings. The ‘Growth’ tilt means holdings have higher valuations but stronger earnings growth — the fund manager is paying up for fast-growing companies.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings15 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | 7.8% REC Limited (30/05/2026) | ICRA AAA | 10.5% | — | ||
| 2 | 7.78% Bajaj Housing Finance Limited (26/05/2026) ** | CRISIL AAA | 10.5% | — | ||
| 3 | 7.37% Power Finance Corporation Limited (22/05/2026) | CRISIL AAA | 10.5% | — | ||
| 4 | 6.01% LIC Housing Finance Limited (19/05/2026) ** | CRISIL AAA | 10.5% | — | ||
| 5 | Small Industries Dev Bank of India (20/05/2026) | CRISIL A1+ | 10.3% | — | ||
| 6 | Tata Capital Limited (21/05/2026) ** | CRISIL A1+ | 10.3% | — | ||
| 7 | L&T Finance Limited (10/06/2026) ** | CRISIL A1+ | 10.3% | — | ||
| 8 | Canara Bank (15/05/2026) ** | CRISIL A1+ | 6.2% | — | ||
| 9 | HDB Financial Services Limited (16/03/2026) ** | CRISIL A1+ | 4.2% | — | ||
| 10 | Bank of Baroda (05/06/2026) ** | CARE A1+ | 4.1% | — |
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Performance
This chart shows the fund's NAV growth over time.
Investment Calculator
Estimate future value based on Axis Crisil-IBX Financial Services 3-6 Months Debt Index Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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