Axis Credit Risk Fund Overview
Category	Credit Risk Fund
BMSMONEY Rank	7
BMSMONEY Rating
Gro. Opt.	As On:	13-01-2025
NAV	₹20.49_(R)		-0.11%	₹22.83_(D)	-0.11%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	7.78%	6.33%	6.58%	6.18%	6.78%
LumpSum_(D)	8.56%	7.19%	7.54%	7.23%	7.91%
SIP_(R)	7.56%	5.17%	5.24%	5.83%	6.19%
SIP_(D)	8.37%	5.98%	6.12%	6.79%	7.24%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	-0.56	-0.18	0.6	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	0.95%	0.0%	-0.57%	-	0.79%

Top Credit Risk Fund
Fund Name	Rank	Rating
Aditya Birla Sun Life Credit Risk Fund	1
Icici Prudential Credit Risk Fund	2
Nippon India Credit Risk Fund	3

NAV Date: 13-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
Axis Credit Risk Fund - Direct Plan - Monthly IDCW	10.1	-0.0100	-0.1100%
Axis Credit Risk Fund - Regular Plan - Monthly IDCW	10.1	-0.0100	-0.1100%
Axis Credit Risk Fund - Regular Plan - Weekly IDCW	10.16	-0.0100	-0.1100%
Axis Credit Risk Fund - Direct Plan - Weekly IDCW	10.29	-0.0100	-0.1100%
Axis Credit Risk Fund - Regular Plan - Growth	20.49	-0.0200	-0.1100%
Axis Credit Risk Fund - Direct Plan - Growth	22.83	-0.0200	-0.1100%

Review Date: 13-01-2025

Axis Credit Risk Fund has shown average performance in the Credit Risk Fund category. The fund has rank of 7 out of 13 funds in the category. The fund has delivered return of 7.78% in 1 year, 6.33% in 3 years, 6.58% in 5 years and 6.78% in 10 years. The category average for the same periods is 7.67%, 9.39%, 6.62% and 6.42% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 0.95, VaR of 0.0, Average Drawdown of -0.57, Semi Deviation of 0.79 and Max Drawdown of -0.57. The category average for the same parameters is 7.08, -0.23, -0.51, 1.84 and -0.72 respectively. The fund has low risk in the category.

Key Points:

An investment of ₹10,000 in Axis Credit Risk Fund direct growth option would have grown to ₹10856.0 in 1 year, ₹12316.0 in 3 years and ₹14380.0 in 5 years as of today (13-01-2025).
An SIP of ₹1,000 per month in Axis Credit Risk Fund direct growth option would have grown to ₹12538.0 in 1 year, ₹39430.0 in 3 years and ₹70044.0 in 5 years as of today (13-01-2025).
standard deviation of 0.95 and based on VaR one can expect to lose more than 0.0% of current value of fund in one year.
Sharpe ratio of the fund is -0.56 which shows average performance of fund in the credit risk fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	0.26	0.30	0.12 \| 0.48	11 \| 14	Average
3M Return %	1.48	1.38	1.08 \| 1.71	5 \| 14	Good
6M Return %	3.80	3.76	2.45 \| 6.87	7 \| 14	Good
1Y Return %	7.78	7.67	5.88 \| 11.76	6 \| 14	Good
3Y Return %	6.33	9.39	4.85 \| 39.64	9 \| 13	Average
5Y Return %	6.58	6.62	0.87 \| 10.53	8 \| 13	Good
7Y Return %	6.18	5.23	-1.47 \| 7.53	6 \| 13	Good
10Y Return %	6.78	6.42	3.02 \| 7.78	4 \| 9	Good
1Y SIP Return %	7.56	7.45	5.06 \| 12.61	7 \| 14	Good
3Y SIP Return %	5.17	6.09	4.26 \| 10.89	9 \| 13	Average
5Y SIP Return %	5.24	7.18	4.11 \| 22.31	11 \| 13	Average
7Y SIP Return %	5.83	6.47	3.48 \| 12.43	8 \| 13	Good
10Y SIP Return %	6.19	5.89	2.72 \| 7.24	5 \| 9	Good
Standard Deviation	0.95	7.08	0.91 \| 70.73	2 \| 13	Very Good
Semi Deviation	0.79	1.84	0.73 \| 11.98	5 \| 13	Good
Max Drawdown %	-0.57	-0.72	-2.85 \| -0.26	7 \| 13	Good
VaR 1 Y %	0.00	-0.23	-1.48 \| 0.00	8 \| 13	Good
Average Drawdown %	-0.57	-0.51	-1.08 \| -0.26	10 \| 13	Average
Sharpe Ratio	-0.56	-0.23	-1.39 \| 0.68	9 \| 13	Average
Sterling Ratio	0.60	0.89	0.37 \| 3.85	9 \| 13	Average
Sortino Ratio	-0.18	1.15	-0.40 \| 14.66	9 \| 13	Average

_{Return data last Updated On :
Jan. 13, 2025.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	0.33	0.36	0.22 \| 0.54	12 \| 14
3M Return %	1.68	1.58	1.19 \| 1.90	5 \| 14
6M Return %	4.20	4.16	2.63 \| 7.34	6 \| 14
1Y Return %	8.56	8.50	6.24 \| 12.75	5 \| 14
3Y Return %	7.19	10.23	5.86 \| 40.05	9 \| 13
5Y Return %	7.54	7.45	1.64 \| 10.85	8 \| 13
7Y Return %	7.23	6.06	-1.21 \| 8.29	6 \| 13
10Y Return %	7.91	7.32	3.97 \| 8.59	4 \| 9
1Y SIP Return %	8.37	8.29	5.42 \| 13.60	5 \| 14
3Y SIP Return %	5.98	6.90	5.24 \| 11.25	9 \| 13
5Y SIP Return %	6.12	8.00	5.12 \| 22.69	10 \| 13
7Y SIP Return %	6.79	7.29	4.25 \| 12.72	8 \| 13
10Y SIP Return %	7.24	6.76	3.56 \| 8.02	5 \| 9
Standard Deviation	0.95	7.08	0.91 \| 70.73	2 \| 13
Semi Deviation	0.79	1.84	0.73 \| 11.98	5 \| 13
Max Drawdown %	-0.57	-0.72	-2.85 \| -0.26	7 \| 13
VaR 1 Y %	0.00	-0.23	-1.48 \| 0.00	8 \| 13
Average Drawdown %	-0.57	-0.51	-1.08 \| -0.26	10 \| 13
Sharpe Ratio	-0.56	-0.23	-1.39 \| 0.68	9 \| 13
Sterling Ratio	0.60	0.89	0.37 \| 3.85	9 \| 13
Sortino Ratio	-0.18	1.15	-0.40 \| 14.66	9 \| 13

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.11	₹ 9,989.00	-0.11	₹ 9,989.00
1W	-0.04	₹ 9,996.00	-0.03	₹ 9,997.00
1M	0.26	₹ 10,026.00	0.33	₹ 10,033.00
3M	1.48	₹ 10,148.00	1.68	₹ 10,168.00
6M	3.80	₹ 10,380.00	4.20	₹ 10,420.00
1Y	7.78	₹ 10,778.00	8.56	₹ 10,856.00
3Y	6.33	₹ 12,023.00	7.19	₹ 12,316.00
5Y	6.58	₹ 13,752.00	7.54	₹ 14,380.00
7Y	6.18	₹ 15,216.00	7.23	₹ 16,303.00
10Y	6.78	₹ 19,279.00	7.91	₹ 21,412.00
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
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	7.56	₹ 12,486.58	8.37	₹ 12,538.43
3Y	₹ 36000	5.17	₹ 38,952.32	5.98	₹ 39,430.40
5Y	₹ 60000	5.24	₹ 68,518.92	6.12	₹ 70,044.48
7Y	₹ 84000	5.83	₹ 103,377.04	6.79	₹ 106,955.27
10Y	₹ 120000	6.19	₹ 164,904.60	7.24	₹ 174,261.60
15Y	₹ 180000		₹		₹

Date	Axis Credit Risk Fund NAV Regular Growth	Axis Credit Risk Fund NAV Direct Growth
13-01-2025	20.487	22.831
10-01-2025	20.5105	22.8558
09-01-2025	20.5037	22.8477
08-01-2025	20.502	22.8454
07-01-2025	20.5057	22.849
06-01-2025	20.4953	22.8369
03-01-2025	20.4804	22.8188
02-01-2025	20.4733	22.8105
01-01-2025	20.4706	22.807
31-12-2024	20.4694	22.8052
30-12-2024	20.4591	22.7932
27-12-2024	20.4521	22.784
26-12-2024	20.4492	22.7802
24-12-2024	20.4492	22.7793
23-12-2024	20.4396	22.7681
20-12-2024	20.4164	22.7409
19-12-2024	20.437	22.7633
18-12-2024	20.4523	22.7798
17-12-2024	20.442	22.7679
16-12-2024	20.4468	22.7727
13-12-2024	20.4339	22.7569

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.

Axis Credit Risk Fund

Axis Credit Risk Fund NAV

Axis Credit Risk Fund Review

Axis Credit Risk Fund Performance Comparison with Peers (Regular Plan Chart)

Axis Credit Risk Fund Review Dashboard (Regular Plan)

Axis Credit Risk Fund Review Dashboard (Direct Plan)

Axis Credit Risk Fund Lumpsum Returns and Investment Value

Axis Credit Risk Fund SIP Return and Investment Value

Axis Credit Risk Fund NAV History

Axis Credit Risk Fund Information