Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund

Current Fund Size :

N.A.

₹10.16

NAV

1.57%

Overall Return

0.02%

1-Day Change

0.1%

Expense Ratio

₹ 148 Cr

AUM (Fund Size)

3+ mos

Fund Age

Investment Policy

Benchmark

CRISIL-IBX Financial Services 9-12 Months Debt

Risk Level

Low to Moderate Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹5000

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

LTCG (After 1 Year)

Age of Fund

3 m since Jun 17, 2025

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Kotak Mahindra Prime Ltd. Financial Bonds/NCD 11.60%
2 REC Ltd. Financial Debenture 11.59%
3 L&T Infra Debt Fund Ltd. Construction Debenture 10.61%
4 Bajaj Finance Ltd. Financial Debenture 10.22%
5 HDB Financial Services Ltd. Financial NCD 10.22%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund N.A. N.A. N.A. N.A. N.A. N.A. N.A. 148 Cr 3 m 0.1%
2 Sundaram Low Duration Fund 7.88% 7.72% 7.79% 0.42 1.05 2.59 4.68 569 Cr 12 yrs 8 m 0.4%
3 Mirae Asset Low Duration Fund 8.0% 7.67% 6.22% 0.42 1.11 2.41 3.60 1,865 Cr 12 yrs 8 m 0.17%
4 Mahindra Manulife Low Duration Fund 8.04% 7.79% 6.31% 0.41 0.99 2.72 3.87 635 Cr 8 yrs 7 m 0.3%
5 LIC MF Low Duration Fund 7.87% 7.55% 6.23% 0.44 1.17 2.03 3.38 1,919 Cr 12 yrs 8 m 0.25%
6 HDFC Low Duration Fund 8.01% 7.84% 6.6% 0.45 1.05 2.67 4.51 24,721 Cr 12 yrs 8 m 0.45%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 0.42% 0.48%
2 3 Months 1.47% 1.48%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund 238 Cr 7.84% View Detail
2 Mirae Asset Nifty SDL Jun 2027 Index Fund 564 Cr 7.8% View Detail
3 Mirae Asset Short Duration Fund 896 Cr 8.44% View Detail
4 Mirae Asset Dynamic Bond Fund 121 Cr 7.97% View Detail
5 Mirae Asset Corporate Bond Fund 44 Cr 8.07% View Detail
6 Mirae Asset Low Duration Fund 1,865 Cr 8.0% View Detail

Similar Mutual Funds

Find mutual funds with similar performance and compare returns instantly.