Axis Credit Risk Fund - Regular Plan - Growth

Debt: Credit Risk Open Ended Scheme
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NAV
₹ 20.4164 ₹ -0.02 (-0.1 %)
as on 20-12-2024
Asset Size (AUM)
416.9 Cr
Launch Date
Jul 15, 2014
Invest in this scheme
Investment Objective
To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Minimum Investment 5000.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jul 15, 2014
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7.04

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.28 %
Expense Ratio
1.57%
Volatility
0.96 %
Fund House
Axis Mutual Fund
Fund Manager
Devang Shah, Akhil Bipin Thakker
Key Features
Scheme description
This fund has low risk compared to hybrid funds. It invests minimum of 65% of its assets in coroprate bonds in below highest rated instruments. It is suitable for investors with moderate risk taking ability wanting to earn bit higher over other debt funds. Minimum investment horizon can be few years.
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
:If red/swtout within 12 mnths from the date of alltmnt:For 10% of inv.ment:Nil on FIFO, For rem. inv.ment:1% w.e.f 10/11/2017. If red/swout within 12 mnths from date of alltmnt:For 30% of inv.ment:Nil on FIFO, For rem. inv.ment 1.5% if red/swtout within 1 year, 1% if redeemed/swithout after 1 year before 2 years, 0.5% after 2year and upto 3years from the date of alltmnt w.e.f 14/12/2015. If redeemed/switchout within 12 mnths for 10% of inv.ment: Nil on FIFO, For remaining inv.ment 1% w.e.f 22/06/2015. -1% if redeemed/switchout within 1 year w.e.f 15/05/2015. 1% if redeemed/switchout within 1 year from dt of alltmnt, 0.5% if redeemed/switchout within 1-2 years from dt of alltmnt w.e.f 17/09/2014. -0.5% if redeemed/switchout upto 3 mnths
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Profile
Credit Quality Porfolio (%)
SOV 20.38
AAA 5.99
AA 53.03
A 13.71
BBB -
Below BBB -
D -
Note: AAA includes A1, A includes A2, BBB includes A3.
Scheme Category % of Change
month-on-month
Duration 1.96 2.1 0.05
Maturity 2.84 2.93 0.19
YTM 8.45 8.32 0
Other Schemes of the Same Category
Axis Credit Risk Fund - Regular Plan - Growth
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
ICICI Prudential Credit Risk Fund - Growth
Nippon India Credit Risk Fund - Growth Plan
HDFC Credit Risk Debt Fund - Growth Option
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
SBI Credit Risk Fund - Regular Plan - Growth
UTI Credit Risk Fund - Regular Plan - Growth Option
DSP Credit Risk Fund - Regular Plan -Growth
BANDHAN Credit Risk Fund - Regular Plan Growth
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 7.97 7.47 6.28 6.64 6.84
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 11.81 9.32 8.57 8.29 0.0
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 8.26 7.69 6.82 7.32 7.81
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 8.21 8.01 6.62 5.34 6.03
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.09 7.37 6.11 7.26 7.69
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 8.07 7.68 6.64 8.14 0.0
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 8.01 8.15 6.8 7.05 7.5
UTI Credit Risk Fund - Regular Plan - Growth Option 10-11-2012 7.89 7.2 6.07 0.92 3.08
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 7.71 11.56 10.74 7.97 6.77
BANDHAN Credit Risk Fund - Regular Plan Growth 27-02-2017 7.29 6.51 5.32 5.5 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings