Two Debt index fund funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund vs Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund, as of 9 Nov 2026: Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund NAV ₹13.45, 3Y CAGR 7.4%, expense ratio 0.21%; Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund NAV ₹11.67, expense ratio 0.15%; about 0% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund Direct Growth | Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund Direct Growth | |
|---|---|---|
| Category | Debt index fund | Debt index fund |
| Fund house | Aditya Birla Sun Life Mutual Fund | Axis Mutual Fund |
| Plan | Direct Plan · GROWTH | Direct Plan · Growth Option |
| NAV | ₹13.45 (9 Nov 2026) | ₹11.67 (9 Nov 2026) |
| 1Y return | 5.7% | 6.2% |
| 3Y CAGR | 7.4% | — |
| Since launch (CAGR) | 6.4% | 7.5% |
| Expense ratio | 0.21% | 0.15% |
| AUM | ₹3,166 cr | ₹2,798 cr |
| Risk-o-meter | Low | Low to Moderate |
| Exit load | — | Para 10. 4 of SEBI Master Circular on Mutual Funds as amended from time to time has decided that there shall be no entry load for all Mutual Fund schemes. Exit Load: NIL |
| Minimum SIP | ₹500 | ₹1,000 |
| Holdings | 60 | 31 |
| Top 10 holdings weight | 40.8% | 58.2% |
| Portfolio overlap | About 0% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund costs less: Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund charges 0.21% a year and Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund 0.15% a year.
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund is larger: Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund manages ₹3,166 cr and Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund ₹2,798 cr (as of 9 Nov 2026).
About 0% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund is rated "Low" and Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund "Low to Moderate" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer