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

INVEST VIA NRE/NRO

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Growth for NRI [11.69]

Min Investment

5,000

Fund Size

276.26 Cr

Expense Ratio

0.2%

Exit Load

0%

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

11.69

-0.16%

NAV as on 17 Dec 24, 12:00 AM

low to moderate risk

index funds fixed income

debt

NAV as on 17 Dec 24, 12:00 AM

low to moderate risk

index funds fixed income

debt

7.09%p.a.

Last 1Y

5.01%p.a.

Last 3Y

0.00%p.a.

Last 5Y

5.13%p.a.

Since Inception

About Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Growth scheme from Axis Asset Management Company Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Oct 2021, Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Growth is Index Funds - Fixed Income fund of its category with 276.26 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.

  • Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of Fund Growth delivered 7.1% annual returns during the last year. It has delivered 5.1% average annual returns since the fund was launched.
  • Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of 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

To invest in units of Axis AAA Bond Plus SDL ETF - 2026 Maturity ETF, an open-ended Target Maturity Exchange Traded Fund with objective to replicate Nifty AAA Bond Plus SDL Apr 2026 50:50 Index by investing in bonds of issuers rated AAA and state development loans (SDL), subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Top 1 Holdings

Axis Nifty AAA BPSDL Apr 26 50:50 ETF

99.85%

Fund Managers

  1. Aditya Pagaria (Oct 2021 - Present)
  2. Sachin Jain (Feb 2023 - Present)

Key Information

View Scheme Document

Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of 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 Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of 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 Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of 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 Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF Fund of 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