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Two Debt index fund funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund vs Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund, as of 9 Nov 2026: Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund NAV ₹13.47, 3Y CAGR 7.2%, expense ratio 0.20%; 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
| Kotak Nifty SDL Apr 2032 Top 12 Equal Weight 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 | Kotak Mahindra Mutual Fund | Axis Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth Option |
| NAV | ₹13.47 (9 Nov 2026) | ₹11.67 (9 Nov 2026) |
| 1Y return | 3.8% | 6.2% |
| 3Y CAGR | 7.2% | — |
| Since launch (CAGR) | 6.5% | 7.5% |
| Expense ratio | 0.20% | 0.15% |
| AUM | ₹2,885 cr | ₹2,798 cr |
| Risk-o-meter | Moderate | Low to Moderate |
| Exit load | For redemption / switch-out of units on or before 30 days from the date of allotment: 0. 15% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment – Nil | 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 | ₹100 | ₹1,000 |
| Holdings | 48 | 31 |
| Top 10 holdings weight | 82.3% | 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: Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund charges 0.20% a year and Axis Crisil-ibx Aaa Bond NBFC - Jun 2027 Index Fund 0.15% a year.
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund is larger: Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund manages ₹2,885 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.
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund is rated "Moderate" 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