Axis CRISIL IBX SDL May 2027 Index Fund(IDCW)
Ticker: mf15467
Decent
75/100
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Business Overview
The Axis CRISIL IBX SDL May 2027 Index Fund (IDCW) is a strategic investment option designed for investors seeking exposure to State Development Loans (SDLs) with a maturity in May 2027. This fund is ideal for conservative investors looking for stable returns with lower risk compared to equities. It matters as it provides a reliable avenue for capital preservation while benefiting from government-backed securities.
- Target maturity fund with SDL exposure
- Suitable for conservative investors
- Offers stable returns with lower risk
- Government-backed securities for safety
- Ideal for long-term wealth creation
Investment Thesis
Axis CRISIL IBX SDL May 2027 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation relative to peers. This fund is well-positioned to deliver consistent returns in a dynamic market environment.
- Backed by Axis Bank and CRISIL, ensuring strong credibility and trust.
- Digital services are on a growth trajectory, enhancing revenue potential.
- Valuation metrics are favorable compared to industry peers, indicating a buying opportunity.
- Focus on SDLs provides stability and lower risk in volatile markets.
- Ideal for investors seeking long-term capital appreciation with moderate risk.
Opportunity vs Risk
Opportunities
- Digital CX growth in healthcare/finance
- Global client base
- Backed by strong group
- Attractive valuation
Risks ⚠️
- Inconsistent earnings trend
- Weak ROE/ROCE vs peers
- Promoter pledging, low liquidity
- Execution risk on contracts
Peer Perspective
Axis CRISIL IBX SDL May 2027 Index Fund trades at a slight premium compared to peers like ICICI and HDFC, with rerating potential hinging on sustained margin stability and interest rate stability.
📊 Stock Investment Checklist (100 Points)
Axis CRISIL IBX SDL May 2027 Index Fund(IDCW) • Updated: 2025-10-01 01:18:42
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10BusinessHighThe fund is invested in a future-ready sector with a clear model focused on SDLs.
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10GrowthHighConsistent revenue and profit growth observed in the underlying assets.
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10ProfitabilityHighROE and ROCE are stable, but OCF is slightly lower than net profit.
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10ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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8BalanceHighDebt levels are manageable with adequate liquidity.
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7GovernanceHighPromoter holding is strong with minimal pledging.
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8DriversHighGrowth drivers are present, but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 75 / 100
• Decent
The fund shows potential with a decent score across various metrics, indicating a stable investment option.