Axis Credit Risk Fund Overview
Category Credit Risk Fund
BMSMONEY Rank 10
BMSMONEY Rating
Gro. Opt. As On: 26-07-2024
NAV ₹19.8(R) +0.06% ₹21.99(D) +0.06%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 7.37% 5.92% 6.66% 5.97% 7.0%
LumpSum (D) 8.16% 6.79% 7.65% 7.07% 8.12%
SIP (R) 7.88% 6.72% 5.03% 5.61% 6.14%
SIP (D) 8.65% 7.56% 5.92% 6.59% 7.22%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%
Top Credit Risk Fund
Fund Name Rank Rating
DSP Credit Risk Fund 1
Invesco India Credit Risk Fund 2
Nippon India Credit Risk Fund 3

NAV Date: 26-07-2024

Scheme Name NAV Rupee Change Percent Change
Axis Credit Risk Fund - Regular Plan - Monthly IDCW 10.08
0.0100
0.0600%
Axis Credit Risk Fund - Direct Plan - Monthly IDCW 10.09
0.0100
0.0600%
Axis Credit Risk Fund - Regular Plan - Weekly IDCW 10.18
0.0100
0.0600%
Axis Credit Risk Fund - Direct Plan - Weekly IDCW 10.31
0.0100
0.0600%
Axis Credit Risk Fund - Regular Plan - Growth 19.8
0.0100
0.0600%
Axis Credit Risk Fund - Direct Plan - Growth 21.99
0.0100
0.0600%

Review Date: 26-07-2024

Axis Credit Risk Fund has exhibited poor performance in the Credit Risk Fund category. The fund has rank of 10 out of 13 funds in the category. The fund has delivered return of 7.37% in 1 year, 5.92% in 3 years, 6.66% in 5 years and 7.0% in 10 years. The category average for the same periods is 8.13%, 9.52%, 6.35% and 6.73% respectively, which shows average return performance of fund in the category. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Axis Credit Risk Fund direct growth option would have grown to ₹10816.0 in 1 year, ₹12177.0 in 3 years and ₹14456.0 in 5 years as of today (26-07-2024).
  2. An SIP of ₹1,000 per month in Axis Credit Risk Fund direct growth option would have grown to ₹12553.0 in 1 year, ₹40357.0 in 3 years and ₹69687.0 in 5 years as of today (26-07-2024).


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.74
0.72
0.27 | 0.99 6 | 13 Good
3M Return % 2.07
2.09
0.87 | 2.96 7 | 13 Good
6M Return % 3.96
3.93
3.35 | 4.75 6 | 13 Good
1Y Return % 7.37
8.13
6.18 | 15.54 10 | 13 Average
3Y Return % 5.92
9.52
4.88 | 39.24 10 | 13 Average
5Y Return % 6.66
6.35
-0.77 | 10.28 8 | 13 Good
7Y Return % 5.97
5.05
-1.37 | 7.33 6 | 13 Good
10Y Return % 7.00
6.73
3.17 | 7.95 5 | 8 Average
1Y SIP Return % 7.88
8.23
6.20 | 11.64 9 | 13 Average
3Y SIP Return % 6.72
8.88
5.87 | 26.27 10 | 13 Average
5Y SIP Return % 5.03
6.95
4.04 | 23.25 11 | 13 Average
7Y SIP Return % 5.61
6.17
2.55 | 11.98 8 | 13 Good
10Y SIP Return % 6.14
5.95
2.31 | 7.27 5 | 8 Average
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.80 0.79 0.30 | 1.04 7 | 13
3M Return % 2.26 2.28 0.96 | 3.18 8 | 13
6M Return % 4.31 4.31 3.52 | 5.21 6 | 13
1Y Return % 8.16 8.95 6.51 | 16.40 9 | 13
3Y Return % 6.79 10.35 5.89 | 39.63 10 | 13
5Y Return % 7.65 7.17 0.01 | 10.59 7 | 13
7Y Return % 7.07 5.89 -1.11 | 8.10 6 | 13
10Y Return % 8.12 7.61 4.15 | 8.78 4 | 8
1Y SIP Return % 8.65 9.06 6.55 | 12.49 9 | 13
3Y SIP Return % 7.56 9.72 6.89 | 26.66 10 | 13
5Y SIP Return % 5.92 7.76 5.03 | 23.60 10 | 13
7Y SIP Return % 6.59 6.99 3.33 | 12.25 8 | 13
10Y SIP Return % 7.22 6.79 3.17 | 8.05 5 | 8
Return data last Updated On : July 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : April 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.06 ₹ 10,006.00 0.06 ₹ 10,006.00
1W 0.17 ₹ 10,017.00 0.18 ₹ 10,018.00
1M 0.74 ₹ 10,074.00 0.80 ₹ 10,080.00
3M 2.07 ₹ 10,207.00 2.26 ₹ 10,226.00
6M 3.96 ₹ 10,396.00 4.31 ₹ 10,431.00
1Y 7.37 ₹ 10,737.00 8.16 ₹ 10,816.00
3Y 5.92 ₹ 11,882.00 6.79 ₹ 12,177.00
5Y 6.66 ₹ 13,802.00 7.65 ₹ 14,456.00
7Y 5.97 ₹ 15,005.00 7.07 ₹ 16,129.00
10Y 7.00 ₹ 19,668.00 8.12 ₹ 21,834.00
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 7.88 ₹ 12,504.23 8.65 ₹ 12,553.30
3Y ₹ 36000 6.72 ₹ 39,855.35 7.56 ₹ 40,357.30
5Y ₹ 60000 5.03 ₹ 68,146.32 5.92 ₹ 69,686.76
7Y ₹ 84000 5.61 ₹ 102,539.72 6.59 ₹ 106,189.44
10Y ₹ 120000 6.14 ₹ 164,489.28 7.22 ₹ 174,066.60
15Y ₹ 180000 ₹ ₹


Date NAV Regular Growth NAV Direct Growth
26-07-2024 19.8038 21.99
25-07-2024 19.7927 21.9773
24-07-2024 19.7813 21.9641
23-07-2024 19.7768 21.9586
22-07-2024 19.7706 21.9513
19-07-2024 19.7604 21.9386
18-07-2024 19.7557 21.9329
16-07-2024 19.7464 21.9216
15-07-2024 19.7375 21.9113
12-07-2024 19.7261 21.8973
11-07-2024 19.7211 21.8913
10-07-2024 19.7167 21.8859
09-07-2024 19.7093 21.8773
08-07-2024 19.7032 21.87
05-07-2024 19.6934 21.8577
04-07-2024 19.6895 21.8529
03-07-2024 19.6828 21.845
02-07-2024 19.6767 21.8378
01-07-2024 19.6719 21.832
28-06-2024 19.668 21.8263
27-06-2024 19.6612 21.8183
26-06-2024 19.6586 21.815

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.