Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund
Ticker: mf13147
Decent
70/100
☆ Add to Watchlist
More Options
B
Bandhan Overnight Fund
The Bandhan Overnight Fund shows potential but faces challenges in growth consistency and market positioning.
View details
T
Tata CRISIL IBX Gilt Index - April 2026 Index Fund
The fund provides a stable investment option but lacks significant growth potential and is sensitive to interest rate fluctuations.
View details
N
Nippon India Index Fund-BSE Sensex Plan
The Nippon India Index Fund-BSE Sensex Plan is a decent investment option, reflecting the overall stability and growth potential of the BSE Sensex constituents.
View details
B
Baroda BNP Paribas ELSS Tax Saver Fund
The fund shows decent potential with consistent growth and manageable risks, but valuation and governance aspects need monitoring.
View details
M
Mirae Asset Short Duration Fund
The Mirae Asset Short Duration Fund shows decent potential but lacks strong growth drivers and has some governance concerns.
View details
N
Nippon India Conservative Hybrid Fund
The fund presents several risks with limited growth prospects and moderate profitability, making it a risky investment.
View details
I
ICICI Pru Nifty SDL Dec 2028 Index Fund
The fund shows decent potential with a balanced approach to growth and risk, but investors should be cautious of execution risks.
View details
I
ICICI Pru Nifty G-Sec Dec 2030 Index Fund
The ICICI Pru Nifty G-Sec Dec 2030 Index Fund is a decent investment for conservative investors seeking stability, but it lacks significant growth potential.
View details
B
Bank of India Multi Cap Fund
The Bank of India Multi Cap Fund shows decent potential with some growth prospects, but faces challenges in profitability and valuation metrics.
View details
A
Axis Children's Fund-Compulsory Lock in
The Axis Children's Fund shows potential in a growing sector, but faces challenges in profitability and execution risks. Caution is advised.
View details
A
Axis Children's Fund-No Lock in
The Axis Children's Fund-No Lock in shows potential for growth in a developing sector, but faces challenges in profitability and valuation metrics. Caution is advised due to execution risks.
View details
C
Canara Rob Infrastructure Fund
The Canara Rob Infrastructure Fund shows potential in a growing sector, but faces challenges in consistency and valuation.
View details
U
Union Large & Midcap Fund
The fund shows potential for moderate growth, but investors should be cautious due to some risks in profitability and execution.
View details
S
SBI Floating Rate Debt Fund
The SBI Floating Rate Debt Fund shows decent potential but faces challenges in profitability and growth drivers.
View details
S
SBI Nifty Midcap 150 Index Fund
The SBI Nifty Midcap 150 Index Fund has a decent score reflecting potential growth but also carries risks associated with midcap volatility and individual company performance.
View details
S
Sundaram Dividend Yield Fund
Sundaram Dividend Yield Fund presents a decent investment opportunity for conservative investors seeking income, but growth potential is limited.
View details
Business Overview
The Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund is a strategic investment vehicle designed for investors seeking stable returns through exposure to high-quality non-banking financial companies (NBFCs). This fund offers a unique opportunity for both conservative and growth-oriented investors to diversify their portfolios with low-risk bonds. Its focus on AAA-rated bonds ensures safety and reliability, making it an attractive option for those looking to enhance their fixed-income investments.
- Invests in AAA-rated NBFC bonds
- Ideal for conservative investors
- Provides stable returns over the medium term
- Enhances portfolio diversification
- Low-risk investment option
Investment Thesis
Investing in Axis CRISIL-IBX AAA Bond NBFC offers a compelling opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to benefit from the increasing demand for high-quality debt instruments in a growing economy.
- Strong backing from Axis Bank enhances credibility and investor confidence.
- Digital services are rapidly expanding, providing a significant growth runway.
- Attractive valuation metrics compared to peer offerings, indicating potential upside.
- Focus on AAA-rated bonds ensures lower risk and stable returns.
- Ideal for conservative investors seeking exposure to high-quality debt instruments.
Opportunity vs Risk
Opportunities
- Stable interest income potential
- Exposure to high-rated bonds
- Diversification in fixed income
- Low expense ratio
- Suitable for conservative investors
Risks ⚠️
- Interest rate fluctuations
- Credit risk of underlying bonds
- Market volatility impact
- Liquidity concerns
- Regulatory changes affecting NBFCs
Peer Perspective
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund currently trades at a slight premium compared to peers like HDFC and ICICI, necessitating consistent margin stability for potential rerating.
📊 Stock Investment Checklist (100 Points)
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund • Updated: 2025-09-29 10:39:19
-
10BusinessHighThe sector is stable with a clear model, but lacks a significant moat.
-
10GrowthHighConsistent revenue growth, but profit growth is moderate.
-
10ProfitabilityHighROE and ROCE are acceptable, but OCF is inconsistent.
-
10ValuationHighValuation metrics are in line with peers.
-
8BalanceHighDebt levels are manageable, but liquidity is a concern.
-
7GovernanceHighPromoter holding is strong, but some pledging exists.
-
5DriversGoodGrowth catalysts are present, but execution risks are notable.
-
3TechnicalsLowMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 70 / 100
• Decent
The fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks and liquidity issues.