The oft repeated adage is “Time is Money.” This is most definitely true.
In order to create wealth, one needs to invest consistently and give it time. But, the one thing this adage doesn’t emphasize on is the fact that investment horizons are finite. Accordingly, it is important to discover instruments that can deliver stable returns within a specific period.
Axis AAA Plus SDL Bond ETF - 2026 Maturity attempts to position itself close to that sweet spot.
Axis AAA Bond Plus SDL ETF - 2026 Maturity is an open-ended target maturity Axis ETF Fund that follows the Nifty AAA Bond Plus SDL Apr 2026 50:50 Index. This means that the ETF will be composed of bonds and State Development loans (SDLs) that are present in the Nifty AAA Bond Plus SDL Apr 2026 50:50 Index. Axis AAA Bond Plus SDL ETF - 2026 Maturity aims to track the performance of the Nifty AAA Bond Plus SDL Apr 2026 50:50 Index.
The Nifty AAA Bond Plus SDL Apr 50:50 Index comprises two equal weighted components as on the base date of the index:
• AAA rated Bond component: Bonds issued by AAA rated government owned entities, HFCs, Corporates.
• SDL component: SDLs with minimum outstanding amount of more than or equal to Rs1,000 Cr.
All the papers in the index will mature on or before 30th April, 2026, post which the ETF will mature. Therefore, it is best suited for investors with a 5-year investment horizon.
Axis AAA Bond Plus SDL ETF - 2026 Maturity follows the target maturity strategy. The ETF holds bonds and SDLs as in the benchmark mentioned above. It will replicate the weightages and maturity of the underlying index fund. . The fund’s core strategy is focused on mitigating any duration risk for investors who hold the ETF till maturity. Investments in this fund can either be redeemed during the life of the ETF or can be held till maturity.
An investor can invest in the Axis AAA Bond Plus SDL ETF - 2026 Maturity with a minimum investment of Rs5,000 and in multiples of Re.1/- thereafter during NFO. The units of the fund will only be available in dematerialized form. Units can be held in demat/electronic form only.
Investors seeking to add to their core fixed income portfolio may opt for this scheme. The scheme offers stability to the portfolio and can help investors diversify the portfolio. The scheme is ideal for investors with a 5-year investment horizon.
Axis AAA bond Plus SDL ETF – 2026 Maturity has features such as target maturity and ETF benefits such as liquidity and affordability.
To know more, visit / or contact your Mutual Fund Distributor.
