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Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund(IDCW)

Ticker: mf17687
Decent 58/100

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Q
Quant Equity Savings Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but faces some risks in execution and market sentiment.
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G
Groww Gilt Fund(IDCW)
Score 68/100 Decent
The Groww Gilt Fund presents a decent investment opportunity, but potential investors should be cautious of its variable profitability and limited growth drivers.
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H
HDFC FMP-Sr 46-1876D-Mar 2022(Q-IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent financial performance, making it a risky investment.
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H
HDFC FMP-Sr 46-1876D-Mar 2022(IDCW)
Score 48/100 Decent
The stock presents a decent investment opportunity but lacks strong growth drivers and has some risks associated with market sentiment.
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S
Sundaram LT Tax Adv Fund-Sr III-(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth, but faces valuation challenges and execution risks.
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A
Aditya Birla SL Nifty SDL Sep 2027 Index Fund(IDCW)
Score 48/100 Decent
The fund presents a decent investment opportunity but lacks strong growth drivers and has some risks associated with liquidity and governance.
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I
ICICI Pru Nifty 500 Index Fund(IDCW Payout)
Score 68/100 Decent
The ICICI Pru Nifty 500 Index Fund presents a decent investment opportunity with a balanced exposure to various sectors and consistent growth metrics, though some execution risks exist.
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I
ICICI Pru Nifty 500 Index Fund(IDCW)
Score 68/100 Decent
The ICICI Pru Nifty 500 Index Fund presents a decent investment opportunity with stable growth prospects, though caution is advised due to market risks.
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A
Axis Multi Factor Passive FoF(IDCW)
Score 48/100 Decent
The fund shows potential but is hindered by inconsistent growth and profitability metrics.
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K
Kotak Nifty Smallcap 250 Index Fund(IDCW Payout)
Score 70/100 Decent
The Kotak Nifty Smallcap 250 Index Fund presents a decent investment opportunity, particularly for those seeking exposure to smallcap growth, but investors should be cautious of the inherent risks and volatility in this segment.
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K
Kotak Nifty Smallcap 250 Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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B
Bank of India Midcap Tax Fund-Sr 2(IDCW)
Score 68/100 Decent
The fund shows potential for moderate returns, but investors should be cautious due to market volatility and execution risks.
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M
Mirae Asset Nifty 50 Index Fund(IDCW)
Score 48/100 Decent
The Mirae Asset Nifty 50 Index Fund shows decent potential for investors looking for exposure to large-cap equities, but caution is advised due to some execution risks and governance concerns.
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K
Kotak Nifty India Tourism Index Fund(IDCW Payout)
Score 48/100 Risky
The fund is in a risky position due to inconsistent growth and high valuations, despite some potential in the tourism sector.
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K
Kotak Nifty India Tourism Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential in a recovering tourism sector, but faces challenges in profitability and valuation.
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N
Nippon India Nifty 500 Quality 50 Index Fund(IDCW)
Score 48/100 Decent
The Nippon India Nifty 500 Quality 50 Index Fund presents a decent investment opportunity with a focus on quality companies, though some risks remain.
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Business Overview

The Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund (IDCW) is designed for conservative investors seeking stable returns through government securities and state development loans. This fund offers a balanced exposure to fixed-income instruments, making it ideal for those looking to preserve capital while earning reasonable income. With a focus on safety and reliability, it caters to risk-averse investors aiming for long-term wealth accumulation.

  • Invests in a mix of government securities and SDLs
  • Ideal for conservative investors
  • Focus on capital preservation and stable returns
  • Long-term investment horizon until September 2027
  • Managed by a trusted financial institution
  • Transparent and regulated investment vehicle

Investment Thesis

The Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund offers a compelling investment opportunity with its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to deliver stable returns amidst market volatility.

  • Backed by Axis Bank, a trusted name in the financial sector, ensuring reliability.
  • Digital services are rapidly expanding, enhancing accessibility and investor engagement.
  • Offers a unique blend of Gilt and SDL for balanced risk and return.
  • Valuation metrics indicate significant upside potential relative to similar funds.
  • Ideal for conservative investors seeking steady income with lower risk.

Opportunity vs Risk

Opportunities
  • Stable returns from government bonds
  • Diversification with SDL exposure
  • Potential for capital appreciation
  • Low expense ratio
  • Suitable for risk-averse investors
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from SDLs
  • Market volatility affects NAV
  • Liquidity concerns in bond markets
  • Limited growth compared to equities

Peer Perspective

Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund trades at a slight premium compared to peers like HDFC Gilt Fund and ICICI Gilt Fund. A sustained improvement in interest rate stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund(IDCW) • Updated: 2025-10-01 01:18:26
  • 10
    Business
    High
    The fund is focused on government securities and SDLs, which are stable but not high-growth.
  • 8
    Growth
    High
    Limited growth potential as it primarily invests in fixed income instruments.
  • 6
    Profitability
    Good
    Returns are consistent but lower compared to equity investments.
  • 7
    Valuation
    High
    Valuation metrics are not applicable as it is a fund, but yields are competitive.
  • 9
    Balance
    High
    Strong balance sheet with low risk of default.
  • 8
    Governance
    High
    Good governance practices with transparent disclosures.
  • 5
    Drivers
    Good
    Limited growth drivers; primarily influenced by interest rate movements.
  • 5
    Technicals
    Good
    Stable but lacks momentum in price action.
Final Score & Verdict
Score 58 / 100 • Decent
The fund offers a stable investment option with moderate returns, suitable for risk-averse investors.