How concentrated is Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund?

Its top 10 holdings make up about 85% of the portfolio.

What is the largest holding in Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund?

8.33% Aditya Birla Capital Limited (19/05/2027) ** is the largest disclosed holding at 14.1% of the portfolio.

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Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund

Q: How many stocks does Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund hold?

As of 2026-07-31, Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund discloses 14 holdings.

Axis Mutual Fund Index fund Passive As of 2026-07-31

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Holdings

Concentrated

Top 10 weight

85%

Concentration

Strategy

Index

Passive exposure

Equity

38%

Asset allocation

Portfolio

3Sectors 8Large positions 23.5%Top: CRISIL AAA 0.0%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity38%

Debt56%

Top holdings

8.33% Aditya Birla Capital Limited (19/05/2027) **DEBT

14.1%

7.9265% LIC Housing Finance Limited (14/07/2027) **EQUITY

9.4%

7.56% REC Limited (31/08/2027) **EQUITY

9.4%

7.68% Small Industries Dev Bank of India (10/08/2027)DEBT

9.4%

7.70% National Bank For Agriculture and Rural Development (30/09/2027) **DEBT

9.4%

7.8% Tata Capital Housing Finance Limited (05/08/2027) **DEBT

9.4%

7.65% HDB Financial Services Limited (10/09/2027) **DEBT

9.3%

7.90% Mahindra & Mahindra Financial Services Limited (30/08/2027) **EQUITY

5.6%

8.1% Bajaj Housing Finance Limited (08/07/2027)EQUITY

4.7%

7.59% National Housing Bank (08/09/2027) **EQUITY

4.7%

AI Smart summary

Portfolio read

38% equity, 56% debt.
Passive index strategy; portfolio differences should primarily reflect index tracking and cash management.
Largest equity sector is CRISIL AAA at 23.5% of the portfolio.

Watchpoints

Compact 14-position portfolio; each large position can materially affect returns.
Top 10 positions account for 85%, indicating high portfolio concentration.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Similar index portfolios by equity allocation and concentration.

Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund15 holdings · 87% top 10

Kotak Crisil-Ibx Financial Services 3-6 Months Debt Index Fund18 holdings · 89% top 10

Kotak CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund18 holdings · 79% top 10

Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF35 holdings · 72% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

CRISIL AAA23.5%

ICRA AAA9.4%

CARE AAA5.6%