Axis Corporate Bond Fund - Regular Plan Growth
Fund House: Axis Mutual Fund
Category: Debt: Corporate Bond
Status: Open Ended Schemes
Launch Date: 01-07-2017
Minimum Investment: 100.0
Asset Class: Fixed Income
Minimum Topup: 100.0
Benchmark: Nifty Corporate Bond Index A-II
Total Assets: 6199.72 As on (31-03-2025)
Expense Ratio: 0.91% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Nil w.e.f.,03/12/2018: If redeemed / switched-out within 12 months from the date of allotment: For 10 % of investments: Nil, For remaining investments: 1% If redeemed / switched out after 12 months from the date of allotment: Nil W.e.f 11/06/2019. Nil w.e.f. August 30, 2019.
NAV as on 25-04-2025
16.9252
-0.0116
CAGR Since Inception
6.97%
Nifty Corporate Bond Index A-II 7.37%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Corporate Bond Fund - Regular Plan Growth | 9.77 | 7.22 | 6.95 | - | 6.97 |
| Benchmark | - | - | - | - | - |
| Debt: Corporate Bond | 9.52 | 7.0 | 6.59 | 7.14 | 7.17 |
Funds Manager
Devang Shah, Hardik Shah
RETURNS CALCULATORS for Axis Corporate Bond Fund - Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Corporate Bond Fund - Regular Plan Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Corporate Bond Fund - Regular Plan Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Corporate Bond Fund Reg Growth | 01-07-2017 | 9.77 | 8.15 | 7.22 | 6.95 | 0.0 |
| ABSL Corp Bond Gr Reg | 03-03-1997 | 10.1 | 8.63 | 7.6 | 7.24 | 7.85 |
| BARODA BNP PARIBAS Corporate Bond Fund Gr | 08-11-2008 | 10.06 | 8.33 | 7.08 | 6.17 | 6.07 |
| Nippon India Corp Bond Gr Gr | 14-09-2000 | 10.06 | 8.5 | 7.62 | 7.08 | 7.41 |
| HDFC Corp Bond Gr | 01-06-2010 | 9.81 | 8.55 | 7.47 | 7.03 | 7.76 |
| Tata Corporate Bond Fund Reg Gr | 29-11-2021 | 9.8 | 8.21 | 6.95 | 0.0 | 0.0 |
| Invesco India Corp Bond Gr | 02-08-2007 | 9.75 | 8.13 | 6.95 | 6.52 | 6.75 |
| Kotak Corp Bond Reg Gr | 21-09-2007 | 9.75 | 8.27 | 7.23 | 6.7 | 7.45 |
| SBI Corp Bond Reg Gr | 05-01-2019 | 9.7 | 8.02 | 6.97 | 6.4 | 0.0 |
| UTI Corp Bond Reg Gr | 05-08-2018 | 9.67 | 8.14 | 7.09 | 6.7 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Corporate Bond Fund - Regular Plan Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Corporate Bond Fund - Regular Plan Growth | 1.07 | -0.16 | -0.14 | 0.53 | 7.21 | 4.95 |
| Debt: Corporate Bond | - | - | - | - | - | - |