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 |
|---|---|---|---|---|---|
| 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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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.
Returns
Returns data is not yet available for this fund. Check back soon.
Performance
This chart shows the fund's NAV growth over time.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.