Axis Credit Risk Fund - Regular Plan - Monthly IDCW
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
10.1362
-0.1036
CAGR Since Inception
5.97%
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 - Monthly IDCW | 8.57 | 6.86 | 6.69 | 5.79 | 5.97 |
| 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 - Monthly IDCW
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 - Monthly IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Credit Risk Fund - Regular Plan - Monthly IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Credit Risk Reg Mly IDCW | 15-07-2014 | 8.57 | 7.86 | 6.86 | 6.69 | 5.79 |
| 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 |
| SBI Credit Risk Reg Gr | 01-07-2004 | 9.22 | 7.97 | 7.63 | 7.33 | 7.47 |
| ICICI Pru Credit Risk Gr | 05-12-2010 | 9.22 | 8.33 | 7.52 | 7.57 | 7.82 |
| Baroda BNP Paribas Credit Risk Fund Reg Gr | 23-01-2015 | 9.07 | 8.15 | 7.34 | 9.16 | 7.83 |
| Axis Credit Risk Reg Gr | 15-07-2014 | 9.0 | 7.9 | 7.08 | 6.89 | 6.86 |
| UTI Credit Risk Reg Gr | 10-11-2012 | 8.78 | 7.59 | 6.79 | 7.33 | 3.05 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Credit Risk Fund - Regular Plan - Monthly IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Credit Risk Fund - Regular Plan - Monthly IDCW | 0.96 | 0.28 | 3.65 | 1.69 | 8.41 | 3.09 |
| Debt: Credit Risk | - | - | - | - | - | - |