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

INVEST VIA NRE/NRO

Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth for NRI [10.20]

Min Investment

5,000

Fund Size

304.87 Cr

Expense Ratio

0.3%

Exit Load

%

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

10.20

0.05%

NAV as on 03 Feb 26, 12:00 AM

low to moderate risk

ultra short duration

debt

NAV as on 03 Feb 26, 12:00 AM

low to moderate risk

ultra short duration

debt

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

2.03%p.a.

Since Inception

About Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth scheme from Axis Asset Management Company Ltd. It is a Ultra Short Duration mutual fund scheme that predominantly invests in Ultra Short Duration stocks of companies. Launched on Sep 2025, Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth is Ultra Short Duration fund of its category with 304.87 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Ultra Short Duration funds.

  • Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 2.0% average annual returns since the fund was launched.
  • Axis CRISIL-IBX Financial Services 3-6 Months Debt 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 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.

Top 10 Holdings

Net Receivables

0.20%

Others CBLO

2.81%

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.59 BD 10FB26 FVRS1LAC

3.17%

BAJAJ FINANCE LIMITED NCD 18FB26 FVRS10LAC

9.99%

Indian Bank (04/02/2026)

1.56%

SUNDARAM FINANCE LIMITED 364D CP 20FEB26

10.91%

KOTAK MAHINDRA BANK LIMITED CD 18FEB26

1.56%

NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 27FEB26

1.62%

UNION BANK OF INDIA CD 27FEB26

1.56%

CANARA BANK CD 12MAR26

1.62%

Fund Managers

  1. Aditya Pagaria (Sep 2025 - Present)

Key Information

View Scheme Document

Axis CRISIL-IBX Financial Services 3-6 Months Debt 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 Financial Services 3-6 Months Debt 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 Financial Services 3-6 Months Debt 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 Financial Services 3-6 Months Debt 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

Frequently Asked Questions