NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund -Growth for NRI [11.06]

Min Investment

₹5,000

Fund Size

₹1,879.29 Cr

Expense Ratio

0.5%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹11.06

0.09%

NAV as on 03 Feb 26, 12:00 AM

moderate risk

index funds fixed income

debt

NAV as on 03 Feb 26, 12:00 AM

moderate risk

index funds fixed income

debt

7.67%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 - Jun 2027 Index Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Axis CRISIL-IBX AAA Bond NBFC - 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 Sep 2024, Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund -Growth is Index Funds - Fixed Income fund of its category with 1,879.29 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 - Jun 2027 Index Fund -Growth delivered 7.7% 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 - 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 Index – Jun 2027, subject to tracking errors.

Top 10 Holdings

Net Receivables

3.49%

Others CBLO

2.45%

KOTAK MAHINDRA INVESTMENTS LIMITED 8.1929 NCD 28JN27 FVRS1LAC

2.42%

TATA CAPITAL LIMITED SR C VIS-M 8.2850 NCD 10MY27 FVRS1LAC

12.13%

KOTAK MAHINDRA PRIME LIMITED 8.225 NCD 21AP27 FVRS1LAC

2.96%

HDB FINANCIAL SERVICES LIMITED SR 208 8.3324 NCD 10MY27 FVRS1LAC

7.55%

KOTAK MAHINDRA INVESTMENTS LIMITED 8.3774 NCD 21JU27 FVRS1LAC

0.81%

KOTAK MAHINDRA PRIME LIMITED 8.12 NCD 21JU27 FVRS1LAC

9.76%

ADITYA BIRLA FINANCE LIMITED L1 8.33 NCD 19MY27 FVRS1LAC

5.06%

AXIS FINANCE LIMITED SR 14 OP B 8.35 NCD 07MY27 FVRS1LAC

4.94%

Fund Managers

  1. Aditya Pagaria (Sep 2024 - Present)

Key Information

View Scheme Document

Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund -Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Axis CRISIL-IBX AAA Bond NBFC - 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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Axis CRISIL-IBX AAA Bond NBFC - 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 - 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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