Axis Credit Risk Fund Overview
Category Credit Risk Fund
BMSMONEY Rank 11
BMSMONEY Rating
Growth Option As On: 23-04-2024
NAV ₹19.39 (R) +0.03% ₹21.49 (D) +0.04%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 6.8% 5.73% 5.89% 6.02% -%
LumpSum Dir. P 7.61% 6.62% 6.91% 7.14% -%
SIP Reg. P 7.11% 4.37% 5.63% 5.82% -%
SIP Dir. P 7.87% 5.21% 6.56% 6.83% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 23-04-2024

Scheme Name NAV Rupee Change Percent Change
Axis Credit Risk Fund - Regular Plan - Monthly IDCW 10.12
0.0000
0.0300%
Axis Credit Risk Fund - Direct Plan - Monthly IDCW 10.13
0.0000
0.0400%
Axis Credit Risk Fund - Regular Plan - Weekly IDCW 10.17
0.0000
0.0300%
Axis Credit Risk Fund - Direct Plan - Weekly IDCW 10.3
0.0000
0.0400%
Axis Credit Risk Fund - Regular Plan - Growth 19.39
0.0100
0.0300%
Axis Credit Risk Fund - Direct Plan - Growth 21.49
0.0100
0.0400%

Review Date: March 28, 2024

The fund has historical rank of tenth in Credit Risk Fund category. Additionally, the fund has zero performance parameters that are in the top quartile in the category and two parameters above average and below the top quartile.
Our ranking methodology employs a composite performance score, taking into account the fund's return, risk, and risk-adjusted performance from the past three years. This composite performance score is then crucial in ranking the funds within the respective category.

The Axis Credit Risk Fund has poor return performance, as all 1 year and above return parameters are below average in Credit Risk Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Axis Credit Risk Fund has given return of 0.74% in last one month which is good as it is above average in Credit Risk Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Axis Credit Risk Fund has given return of 1.96% in last three month which is poor as it is in the below average in Credit Risk Fund.
  3. 1 Year Return%: The Axis Credit Risk Fund has given return of 7.34% in last one year which is very poor as it is in the fourth quartile in Credit Risk Fund. The one year return rank of Axis Credit Risk Fund is 10 in 13 funds. The investment of ₹ 10,000 in this fund would have become ₹ 10734.0 in one year.
  4. 3 Year Return%: The Axis Credit Risk Fund has given return of 5.86% in last three year which is very poor as it is in the fourth quartile with rank of 11 in 13 funds. in Credit Risk Fund.
  5. 5 Year Return%: The Axis Credit Risk Fund has given return of 5.84% in last five year which is good as it is above average with return rank of 7 in 13 funds. in Credit Risk Fund.
  6. 1 Year SIP Return%: The Axis Credit Risk Fund has given return of -8.56% in last one year which is very poor as it is in the fourth quartile with rank of 10 in 13 funds. in Credit Risk Fund.
  7. 3 Year SIP Return%: The Axis Credit Risk Fund has given return of 4.51% in last three year which is very poor as it is in the fourth quartile with rank of 11 in 13 funds. in Credit Risk Fund.
  8. 5 Year SIP Return%: The Axis Credit Risk Fund has given return of 5.67% in last five year which is very poor as it is in the fourth quartile with rank of 10 in 13 funds. in Credit Risk Fund.
  9. '
'

The Axis Credit Risk Fund has poor risk performance, as non of above risk paramerters are above average Credit Risk Fund category. The details are provided below. '
    ' '
'

The Axis Credit Risk Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Credit Risk Fund category. The details are provided below. '
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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.54
0.43
0.22 | 0.57 3 | 13
Yes
Yes
No
3M Return % 1.89
1.82
1.61 | 2.47 3 | 13
Yes
Yes
No
6M Return % 3.83
3.82
3.45 | 4.63 5 | 13
Yes
No
No
1Y Return % 6.80
7.55
5.81 | 15.05 8 | 13
No
No
No
3Y Return % 5.73
9.54
4.59 | 40.33 11 | 13
No
No
Yes
5Y Return % 5.89
5.01
-2.75 | 7.55 7 | 13
Yes
No
No
7Y Return % 6.02
5.11
-1.06 | 7.35 6 | 13
Yes
No
No
1Y SIP Return % 7.11
7.78
6.19 | 14.72 9 | 13
No
No
No
3Y SIP Return % 4.37
7.21
3.37 | 31.22 10 | 13
No
No
Yes
5Y SIP Return % 5.63
7.43
4.57 | 23.51 10 | 13
No
No
Yes
7Y SIP Return % 5.82
6.30
2.44 | 11.94 8 | 13
No
No
No
Return data last Updated On : April 23, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.60 0.49 0.29 | 0.64 2 | 13
Yes
Yes
No
3M Return % 2.04 2.01 1.78 | 2.55 4 | 13
Yes
Yes
No
6M Return % 4.18 4.21 3.83 | 5.12 5 | 13
No
No
No
1Y Return % 7.61 8.37 6.83 | 15.90 8 | 13
No
No
No
3Y Return % 6.62 10.37 5.60 | 40.72 11 | 13
No
No
Yes
5Y Return % 6.91 5.82 -2.48 | 8.24 7 | 13
Yes
No
No
7Y Return % 7.14 5.95 -0.81 | 8.13 6 | 13
Yes
No
No
1Y SIP Return % 7.87 8.60 7.22 | 15.59 7 | 13
No
No
No
3Y SIP Return % 5.21 8.03 4.37 | 31.61 10 | 13
No
No
Yes
5Y SIP Return % 6.56 8.26 5.58 | 23.84 10 | 13
No
No
Yes
7Y SIP Return % 6.83 7.13 3.23 | 12.19 8 | 13
No
No
No
Return data last Updated On : April 23, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.03 ₹ 10003.0 0.04 ₹ 10004.0
1W 0.1 ₹ 10010.0 0.1 ₹ 10010.0
1M 0.54 ₹ 10054.0 0.6 ₹ 10060.0
3M 1.89 ₹ 10189.0 2.04 ₹ 10204.0
6M 3.83 ₹ 10383.0 4.18 ₹ 10418.0
1Y 6.8 ₹ 10680.0 7.61 ₹ 10761.0
3Y 5.73 ₹ 11818.0 6.62 ₹ 12119.0
5Y 5.89 ₹ 13313.0 6.91 ₹ 13965.0
7Y 6.02 ₹ 15061.0 7.14 ₹ 16208.0
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 7.1085 ₹ 12456.36 7.8709 ₹ 12504.756
3Y ₹ 36000 4.366 ₹ 38477.88 5.2097 ₹ 38969.496
5Y ₹ 60000 5.6261 ₹ 69173.64 6.5613 ₹ 70818.24
7Y ₹ 84000 5.8223 ₹ 103321.008 6.8315 ₹ 107108.4
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
23-04-2024 19.3897 21.4875
22-04-2024 19.383 21.4796
19-04-2024 19.3624 21.4561
18-04-2024 19.3712 21.4654
16-04-2024 19.3608 21.4529
15-04-2024 19.3633 21.4553
12-04-2024 19.3498 21.439
08-04-2024 19.3414 21.4279
05-04-2024 19.3393 21.4242
04-04-2024 19.3376 21.4218
03-04-2024 19.3332 21.4165
02-04-2024 19.329 21.4114
28-03-2024 19.3163 21.3951
27-03-2024 19.2969 21.3732
26-03-2024 19.2853 21.3599
22-03-2024 19.2738 21.3472
21-03-2024 19.2767 21.3499
20-03-2024 19.2629 21.3342
19-03-2024 19.2572 21.3274
18-03-2024 19.2556 21.3252
15-03-2024 19.2502 21.32
14-03-2024 19.2489 21.3181
13-03-2024 19.2477 21.3164
12-03-2024 19.2465 21.3145
11-03-2024 19.2454 21.3129
07-03-2024 19.2222 21.2874
06-03-2024 19.2132 21.2771
05-03-2024 19.2058 21.2685
04-03-2024 19.2024 21.2642
01-03-2024 19.1891 21.2502
29-02-2024 19.1785 21.238
28-02-2024 19.178 21.237
27-02-2024 19.1736 21.2317
26-02-2024 19.1709 21.2283
23-02-2024 19.1569 21.2115
22-02-2024 19.1563 21.2103
21-02-2024 19.1528 21.206
20-02-2024 19.1472 21.1994
16-02-2024 19.1253 21.1734
15-02-2024 19.1245 21.1721
14-02-2024 19.1146 21.1607
13-02-2024 19.1148 21.1604
12-02-2024 19.1102 21.1549
09-02-2024 19.0991 21.1413
08-02-2024 19.1022 21.1443
07-02-2024 19.1012 21.1428
06-02-2024 19.0957 21.1362
05-02-2024 19.0929 21.1328
02-02-2024 19.0893 21.1274
01-02-2024 19.0798 21.1164
31-01-2024 19.0593 21.0933
30-01-2024 19.0537 21.0867
29-01-2024 19.0494 21.0815
25-01-2024 19.0314 21.0598
24-01-2024 19.0299 21.0577
23-01-2024 19.0301 21.0575
19-01-2024 19.0145 21.0385
18-01-2024 19.012 21.0353
17-01-2024 19.0126 21.0355
16-01-2024 19.0112 21.0335
15-01-2024 19.009 21.0306
12-01-2024 18.9902 21.0085
11-01-2024 18.9875 21.0051
10-01-2024 18.9839 21.0007
09-01-2024 18.9787 20.9945
08-01-2024 18.9728 20.9876
05-01-2024 18.9553 20.9669
04-01-2024 18.9557 20.9669
03-01-2024 18.9545 20.9652
02-01-2024 18.9528 20.9628
01-01-2024 18.9502 20.9595
29-12-2023 18.9446 20.952
28-12-2023 18.9311 20.9367
27-12-2023 18.9275 20.9322
26-12-2023 18.9275 20.9318
22-12-2023 18.9137 20.9148
21-12-2023 18.9097 20.91
20-12-2023 18.9088 20.9084
19-12-2023 18.9047 20.9035
18-12-2023 18.9029 20.9011
15-12-2023 18.8907 20.8863
14-12-2023 18.8771 20.8708
13-12-2023 18.8609 20.8525
12-12-2023 18.8558 20.8464
11-12-2023 18.8541 20.8441
08-12-2023 18.8457 20.8335
07-12-2023 18.8475 20.8351
06-12-2023 18.8421 20.8286
05-12-2023 18.8372 20.8228
04-12-2023 18.8328 20.8175
01-12-2023 18.8193 20.8013
30-11-2023 18.8192 20.8008
29-11-2023 18.8205 20.8017
28-11-2023 18.8148 20.7951
24-11-2023 18.8003 20.7772
23-11-2023 18.8029 20.7798
22-11-2023 18.7991 20.7751
21-11-2023 18.7926 20.7674
20-11-2023 18.7973 20.7722
17-11-2023 18.7944 20.7678
16-11-2023 18.7892 20.7616
15-11-2023 18.7864 20.758
13-11-2023 18.7696 20.7386
10-11-2023 18.7562 20.7225
09-11-2023 18.7593 20.7255
08-11-2023 18.7558 20.7212
07-11-2023 18.7489 20.7132
06-11-2023 18.7405 20.7035
03-11-2023 18.7261 20.6862
02-11-2023 18.7208 20.6799
01-11-2023 18.7091 20.6667
31-10-2023 18.7081 20.665
30-10-2023 18.7007 20.6565
27-10-2023 18.6923 20.6459
26-10-2023 18.6885 20.6413
25-10-2023 18.6885 20.6408
23-10-2023 18.6745 20.6245
20-10-2023 18.6674 20.6154
19-10-2023 18.6631 20.6103
18-10-2023 18.6651 20.612
17-10-2023 18.6624 20.6086
16-10-2023 18.6591 20.6045
13-10-2023 18.6523 20.5957
12-10-2023 18.6511 20.594
11-10-2023 18.6452 20.587
10-10-2023 18.6318 20.5718
09-10-2023 18.6241 20.5628
06-10-2023 18.6241 20.5616
05-10-2023 18.6546 20.5948
04-10-2023 18.6464 20.5854
03-10-2023 18.6438 20.582
29-09-2023 18.6317 20.5669
27-09-2023 18.6326 20.567
26-09-2023 18.6339 20.568
25-09-2023 18.6305 20.5638
22-09-2023 18.6212 20.5521
21-09-2023 18.6225 20.5532
20-09-2023 18.6172 20.5469
18-09-2023 18.6119 20.5401
15-09-2023 18.6028 20.5287
14-09-2023 18.6116 20.538
13-09-2023 18.5967 20.521
12-09-2023 18.5866 20.5094
11-09-2023 18.5837 20.5058
08-09-2023 18.5825 20.5031
07-09-2023 18.5842 20.5045
06-09-2023 18.5736 20.4924
05-09-2023 18.5718 20.4899
04-09-2023 18.5666 20.4837
01-09-2023 18.5567 20.4714
31-08-2023 18.5532 20.4671
30-08-2023 18.5487 20.4616
29-08-2023 18.5457 20.4578
28-08-2023 18.5416 20.4528
25-08-2023 18.5271 20.4354
24-08-2023 18.5233 20.4307
23-08-2023 18.5168 20.4231
22-08-2023 18.5058 20.4104
21-08-2023 18.5035 20.4074
18-08-2023 18.4914 20.3927
17-08-2023 18.4849 20.385
14-08-2023 18.4881 20.3871
11-08-2023 18.4794 20.3761
10-08-2023 18.4842 20.3808
09-08-2023 18.4772 20.3727
08-08-2023 18.4776 20.3726
07-08-2023 18.4747 20.369
04-08-2023 18.4638 20.3555
03-08-2023 18.4626 20.3537
02-08-2023 18.4648 20.3556
01-08-2023 18.4616 20.3516
31-07-2023 18.4545 20.3434
28-07-2023 18.445 20.3314
27-07-2023 18.453 20.3398
26-07-2023 18.4546 20.3411
25-07-2023 18.4474 20.3326
24-07-2023 18.45 20.335
21-07-2023 18.4392 20.3217
20-07-2023 18.4371 20.3189
19-07-2023 18.4342 20.3152
18-07-2023 18.4328 20.3132
17-07-2023 18.423 20.302
14-07-2023 18.4068 20.2827
13-07-2023 18.4064 20.2818
12-07-2023 18.3917 20.2651
11-07-2023 18.3913 20.2641
10-07-2023 18.3782 20.2492
07-07-2023 18.3678 20.2363
06-07-2023 18.3689 20.237
05-07-2023 18.3708 20.2387
04-07-2023 18.365 20.2318
03-07-2023 18.3621 20.2282
30-06-2023 18.3545 20.2184
28-06-2023 18.3555 20.2185
27-06-2023 18.3516 20.2137
26-06-2023 18.3487 20.21
23-06-2023 18.3379 20.1968
22-06-2023 18.3345 20.1925
21-06-2023 18.3334 20.1908
20-06-2023 18.3345 20.1916
19-06-2023 18.332 20.1884
16-06-2023 18.325 20.1792
15-06-2023 18.3225 20.176
14-06-2023 18.3212 20.1741
13-06-2023 18.3188 20.171
12-06-2023 18.3131 20.1642
09-06-2023 18.3013 20.1498
08-06-2023 18.3071 20.1557
07-06-2023 18.3127 20.1613
06-06-2023 18.3092 20.1571
05-06-2023 18.304 20.1509
02-06-2023 18.2973 20.1421
01-06-2023 18.2928 20.1366
31-05-2023 18.2844 20.1269
30-05-2023 18.2776 20.119
29-05-2023 18.2745 20.1151
26-05-2023 18.27 20.1087
25-05-2023 18.2672 20.1051
24-05-2023 18.2661 20.1034
23-05-2023 18.2606 20.097
22-05-2023 18.2669 20.1035
19-05-2023 18.2458 20.0787
18-05-2023 18.2433 20.0756
17-05-2023 18.2407 20.0723
16-05-2023 18.2345 20.065
15-05-2023 18.2224 20.0512
12-05-2023 18.2134 20.0398
11-05-2023 18.2043 20.0293
10-05-2023 18.2016 20.0259
09-05-2023 18.2005 20.0242
08-05-2023 18.1998 20.0229
04-05-2023 18.1899 20.0102
03-05-2023 18.1842 20.0035
02-05-2023 18.1721 19.9897
28-04-2023 18.1631 19.9779
27-04-2023 18.1643 19.9787
26-04-2023 18.1578 19.9711
25-04-2023 18.155 19.9676
24-04-2023 18.1558 19.968

Fund Launch Date: 25/Jun/2014
Fund Category: Credit Risk Fund
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.
Fund Description: An Open Ended Debt Scheme Predominantly Investing In AA And Below Rated Corporate Bonds (Excluding AA+ Rated Corporate Bonds
Fund Benchmark: NIFTY Credit Risk Bond Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.