Axis Crisil Ibx Sdl May 2027 Index Fund

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed five return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
   1. Top 25%: The Axis CRISIL IBX SDL May 2027 Index Fund has four return parameters in the top 25% in the category, as shown below:
      
      • 1M Return %
      • 3M Return %
      • 6M Return %
      • 1Y Return %
   2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
   3. Below Average: Axis CRISIL IBX SDL May 2027 Index Fund has one return parameter that is below average in the category, which is listed below:
      
      • 3Y Return %
2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed two risk parameters of Axis CRISIL IBX SDL May 2027 Index Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
   1. Lowest 25%: two risk parameters in the lowest 25% in the category, which are listed below.
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 2.15 %.
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 1.85 %.
   2. Below Average but Above the Lowest 25%: Axis CRISIL IBX SDL May 2027 Index Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Axis CRISIL IBX SDL May 2027 Index Fund does not have any risk parameters above average; which is a good sign.
3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated three risk-adjusted performance parameters of the fund.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: Axis CRISIL IBX SDL May 2027 Index Fund has one risk-adjusted performance parameter of the fund that is in the this group of the category.
      • Sterling Ratio: Axis CRISIL IBX SDL May 2027 Index Fund has a Sterling Ratio of 0.46 compared to the category average of 0.45.
   3. Below Average Risk Adjusted Performance Parameters: Axis CRISIL IBX SDL May 2027 Index Fund has two risk-adjusted performance parameters of the fund that are below average in the category.
      • Sharpe Ratio: Axis CRISIL IBX SDL May 2027 Index Fund has a Sharpe Ratio of -0.32 compared to the category average of 0.23.
      • Sortino Ratio: Axis CRISIL IBX SDL May 2027 Index Fund has a Sortino Ratio of -0.1 compared to the category average of 0.14.

Date	Axis Crisil Ibx Sdl May 2027 Index Fund NAV Regular Growth	Axis Crisil Ibx Sdl May 2027 Index Fund NAV Direct Growth
07-03-2025	11.9096	11.9619
06-03-2025	11.9088	11.961
05-03-2025	11.902	11.9542
04-03-2025	11.8885	11.9406
03-03-2025	11.8959	11.948
28-02-2025	11.8936	11.9455
27-02-2025	11.8851	11.9369
25-02-2025	11.8845	11.9363
24-02-2025	11.8797	11.9314
21-02-2025	11.8727	11.9243
20-02-2025	11.8703	11.9218
18-02-2025	11.8674	11.9188
17-02-2025	11.8656	11.917
14-02-2025	11.8559	11.9071
13-02-2025	11.8505	11.9016
12-02-2025	11.8485	11.8996
11-02-2025	11.8511	11.9022
10-02-2025	11.8526	11.9035
07-02-2025	11.8445	11.8953