Axis Credit Risk Fund - Regular Plan - Growth
Fund House: Axis Mutual Fund
Category: Debt: Credit Risk
Status: Open Ended Schemes
Launch Date: 15-07-2014
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 100.0
Benchmark: CRISIL Credit Risk Debt B-II Index
Total Assets: 360.01 As on (31-03-2025)
Expense Ratio: 1.58% As on (31-03-2025)
Turn over: 81.00% | 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
NAV as on 25-04-2025
21.135
-0.0127
CAGR Since Inception
7.15%
CRISIL Credit Risk Debt B-II Index 7.37%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Credit Risk Fund - Regular Plan - Growth | 9.0 | 7.08 | 6.89 | 6.86 | 7.15 |
| Benchmark | - | - | - | - | - |
| Debt: Credit Risk | 10.34 | 7.8 | 9.01 | 6.44 | 6.71 |
Funds Manager
Devang Shah, Akhil Bipin Thakker
RETURNS CALCULATORS for Axis Credit Risk 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 Credit Risk Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Credit Risk Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Credit Risk Reg Gr | 15-07-2014 | 9.0 | 7.9 | 7.08 | 6.89 | 6.86 |
| ABSL Credit Risk Reg Gr | 05-04-2015 | 17.1 | 11.78 | 10.6 | 9.64 | 8.15 |
| Invesco India Credit Risk Reg Gr | 04-09-2014 | 10.82 | 9.22 | 8.78 | 7.08 | 5.98 |
| HSBC Credit Risk Fund Reg Gr | 01-01-2013 | 9.57 | 7.9 | 6.88 | 5.44 | 6.19 |
| Nippon India Credit Risk Gr | 01-06-2005 | 9.33 | 8.42 | 7.51 | 8.45 | 6.07 |
| ICICI Pru Credit Risk Gr | 05-12-2010 | 9.22 | 8.33 | 7.52 | 7.57 | 7.82 |
| SBI Credit Risk Reg Gr | 01-07-2004 | 9.22 | 7.97 | 7.63 | 7.33 | 7.47 |
| Baroda BNP Paribas Credit Risk Fund Reg Gr | 23-01-2015 | 9.07 | 8.15 | 7.34 | 9.16 | 7.83 |
| UTI Credit Risk Reg Gr | 10-11-2012 | 8.78 | 7.59 | 6.79 | 7.33 | 3.05 |
| HDFC Credit Risk Debt Gr | 05-03-2014 | 8.76 | 7.87 | 6.98 | 7.61 | 7.69 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Credit Risk Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Credit Risk Fund - Regular Plan - Growth | 0.96 | 0.28 | 3.65 | 1.69 | 8.41 | 3.09 |
| Debt: Credit Risk | - | - | - | - | - | - |