Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund
Ticker: mf13917
Decent
58/100
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Business Overview
The Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund is a unique investment option designed for conservative investors seeking stable returns. This fund primarily invests in government securities and state development loans, making it a low-risk choice for wealth preservation. It is ideal for those looking to diversify their portfolio while minimizing volatility. With a focus on safety and consistent performance, this fund stands out as a reliable option for long-term financial planning.
- Invests in government securities and state development loans
- Ideal for conservative investors seeking stability
- Minimizes risk while aiming for consistent returns
- Helps diversify investment portfolios
- Supports long-term financial planning
Investment Thesis
The Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund stands out due to its strong backing from a credible promoter group, significant growth potential in digital services, and attractive valuations compared to peers. This makes it a compelling investment for retail investors seeking stability and growth.
- Strong promoter group ensures credibility and trust.
- Digital services are poised for substantial growth, enhancing fund performance.
- Attractive valuation compared to peer funds offers potential for higher returns.
- Diversified investment in government securities and SDLs reduces risk.
- Ideal for conservative investors looking for stable income and capital appreciation.
Opportunity vs Risk
Opportunities
- Diversified exposure to government securities
- Potential for stable returns
- Low expense ratio
- Suitable for conservative investors
- Inflation protection through SDLs
Risks ⚠️
- Interest rate fluctuations
- Credit risk of SDLs
- Market volatility impact
- Limited liquidity in some bonds
- Regulatory changes affecting funds
Peer Perspective
Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund trades at a slight premium compared to peers like ICICI Gilt Fund and HDFC Gilt Fund; a stable interest rate environment could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund • Updated: 2025-09-29 10:38:40
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10BusinessHighThe fund is focused on government securities and state development loans, which are stable but lack significant growth potential.
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5GrowthGoodLimited growth prospects as the fund primarily invests in fixed income securities.
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8ProfitabilityHighConsistent returns but lower than equity investments; primarily interest income.
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7ValuationHighValuation metrics are not applicable as it is a fund, but yields are competitive.
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10BalanceHighStrong balance sheet with low risk of default.
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9GovernanceHighManaged by a reputable fund house with good governance practices.
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5DriversGoodLimited growth drivers; primarily influenced by interest rate movements.
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4TechnicalsGoodLow trading volume and liquidity compared to equities.
Final Score & Verdict
Score 58 / 100
• Decent
The fund is a stable investment option for conservative investors seeking fixed income, but lacks significant growth potential.