Axis CRISIL IBX SDL June 2034 Debt Index Fund(IDCW)

Ticker: mf17816
Decent 48/100

☆ Add to Watchlist

More Options

Business Overview

The Axis CRISIL IBX SDL June 2034 Debt Index Fund (IDCW) is a strategic investment option designed for conservative investors seeking stable returns through government securities. This fund primarily invests in State Development Loans (SDLs), providing a reliable income stream while minimizing risk. Ideal for those looking to diversify their portfolio with fixed-income assets, it offers a transparent and passive investment approach. With a focus on long-term growth, this fund is perfect for risk-averse individuals aiming for capital preservation and steady income.

  • Invests in State Development Loans (SDLs)
  • Designed for conservative investors
  • Provides stable, long-term returns
  • Minimizes risk through government securities
  • Ideal for portfolio diversification
  • Transparent and passive investment approach

Investment Thesis

Axis CRISIL IBX SDL June 2034 Debt Index Fund offers a compelling investment opportunity due to its strong backing from a reputable promoter group, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver stable returns in a diversified portfolio.

  • Strong promoter credibility enhances trust and stability.
  • Digital services sector poised for robust growth, benefiting the fund.
  • Attractive valuation compared to similar investment options.
  • Focus on SDLs provides safety and stability in uncertain markets.
  • Ideal for conservative investors seeking steady income.

Opportunity vs Risk

Opportunities
  • Stable income from government securities
  • Potential for capital appreciation
  • Diversification for fixed income portfolio
  • Low expense ratio
  • Tax benefits under certain conditions
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of underlying securities
  • Inflation impact on returns
  • Market volatility
  • Liquidity concerns during redemption

Peer Perspective

Axis CRISIL IBX SDL June 2034 Debt Index Fund trades at a slight premium compared to peers like HDFC and ICICI funds. A potential rerating could occur with improved yield stability amidst changing interest rates.
📊 Stock Investment Checklist (100 Points)
Axis CRISIL IBX SDL June 2034 Debt Index Fund(IDCW) • Updated: 2025-10-01 01:18:34
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Limited revenue growth due to fixed income nature.
  • 8
    Profitability
    High
    Consistent cash flows but lower ROE compared to equity.
  • 10
    Valuation
    High
    Valuation metrics are reasonable for a debt fund.
  • 7
    Balance
    High
    Strong liquidity but moderate debt levels.
  • 9
    Governance
    High
    Good promoter holding with transparent disclosures.
  • 6
    Drivers
    Good
    Limited growth catalysts; interest rate risks present.
  • 6
    Technicals
    Good
    Market sentiment is cautious with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund is stable with moderate risks but lacks significant growth potential.