NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.94
0.04%
NAV as on 25 Feb 26, 12:00 AM
low to moderate risk
index funds fixed income
debt
NAV as on 25 Feb 26, 12:00 AM
low to moderate risk
index funds fixed income
debt
7.85%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.71%p.a.
Since Inception
About Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth scheme from Axis Asset Management Company Ltd. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Dec 2024, Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth is Index Funds - Fixed Income fund of its category with 59.27 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.
- Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth delivered 7.8% annual returns during the last year. It has delivered 7.7% average annual returns since the fund was launched.
- Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the scheme is to provide investment returns before fees and expenses that closely corresponds to the total returns of the securities as represented by the CRISIL- IBX AAA NBFC-HFC Index – Jun 2027, subject to tracking error.
Top 10 Holdings
BAJAJ HOUSING FINANCE LIMITED 7.7 NCD 21MY27 FVRS10LAC
8.47%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD SR AA2024 8.25 NCD 25MR27 FVRS1LAC
1.70%
LIC HOUSING FINANCE LTD TR 438 7.8350 NCD 11MY27 FVRS1LAC
8.49%
BAJAJ FINANCE LIMITED 8.1167 NCD 10MY27 FVRS1LAC
8.50%
Net Receivables
5.41%
Others CBLO
2.74%
TATA CAPITAL HOUSING FINANCE LIMITED SR C 8.0409 NCD 19MR27 FVRS1LAC
5.10%
TATA CAPITAL LIMITED SR C VIS-M 8.2850 NCD 10MY27 FVRS1LAC
4.26%
HDB FINANCIAL SERVICES LIMITED SR 208 8.3324 NCD 10MY27 FVRS1LAC
5.11%
ICICI HOME FINANCE COMPANY LIMITED SR HDBMAR241 8.10 BD 05MR27 FVRS1LAC
8.49%
Fund Managers
- Aditya Pagaria (Dec 2024 - Present)
Key Information
View Scheme Document
Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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