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
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a clear model focused on SDLs.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in the underlying assets.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF is slightly lower than net profit.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, indicating fair pricing.
  • 8
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is strong with minimal pledging.
  • 8
    Drivers
    High
    Growth drivers are present, but execution risks exist.
  • 5
    Technicals
    Good
    Market 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.