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Mahindra Credit Risk Yojana

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

Fund Performance Analysis

Mahindra Credit Risk Yojana Analysis

Mahindra Credit Risk Yojana Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Mahindra Credit Risk Yojana Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Mahindra Credit Risk Yojana

Top Performing Funds in Credit Risk Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Credit Risk Fund

 		1 The Aditya Birla Sun Life Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Credit Risk Fund performance snapshot section. 9.70% 8.33% -2.61% -0.10% 0.08 0.04 0.54

Icici Prudential Credit Risk Fund

 		3 The Icici Prudential Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has nine KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Credit Risk Fund performance snapshot section. 7.14% 7.13% -0.67% -0.42% -0.25 -0.10 0.43

Nippon India Credit Risk Fund

 		2 The Nippon India Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has eight KPIs that are in top quartile. The fund has 42% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Nippon India Credit Risk Fund performance snapshot section. 7.46% 9.14% -0.80% -0.66% 0.27 0.25 0.53

Mahindra Credit Risk Yojana Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Mahindra Credit Risk Yojana Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
% %
% %
% %
% %
% %
% %
% %

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Methodology

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Credit Risk Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Baroda Bnp Paribas Credit Risk Fund

0.21
1
0.30
1
0.73
1
2.40
11
3.86
6
7.37
5
11.67
2
7.00
3

Kotak Credit Risk Fund

0.07
2
0.11
14
0.49
12
2.49
8
3.04
13
5.32
15
5.16
14
5.74
9

Uti Credit Risk Fund

0.05
3
0.18
5
0.51
11
2.38
12
3.57
11
6.49
12
7.30
8
-1.47
14

Icici Prudential Credit Risk Fund

0.04
4
0.22
2
0.57
8
2.65
5
3.62
10
7.14
6
7.13
9
7.62
1

Aditya Birla Sun Life Credit Risk Fund

0.04
5
0.19
4
0.71
3
2.46
10
3.77
8
9.70
1
8.33
6
6.51
6

Invesco India Credit Risk Fund

0.04
6
0.17
7
0.55
10
5.87
1
6.89
1
9.48
2
5.29
13
3.37
12

Idfc Credit Risk Fund

0.03
7
0.12
12
0.37
15
2.08
14
2.96
14
6.08
13
5.03
15
6.02
8

Nippon India Credit Risk Fund

0.03
8
0.15
8
0.62
5
2.87
4
4.09
4
7.46
4
9.14
5
4.15
10

Hdfc Credit Risk Debt Fund

0.03
9
0.19
3
0.64
4
2.52
7
3.69
9
6.97
9
7.65
7
7.57
2

Dsp Credit Risk Fund

0.03
10
0.13
11
0.56
9
2.93
3
3.96
5
6.52
11
6.84
11
4.10
11

Axis Credit Risk Fund

0.03
11
0.17
6
0.60
6
2.46
9
3.79
7
6.98
8
6.42
12
6.09
7

Franklin India Credit Risk Fund

0.03
12
0.13
10
0.72
2
2.56
6
4.61
3
7.08
7
11.03
3
6.89
5

Sbi Credit Risk Fund

0.03
13
0.14
9
0.59
7
3.79
2
5.02
2
8.25
3
6.89
10
6.96
4

Idbi Credit Risk Fund

0.02
14
0.06
15
0.40
14
2.30
13
3.35
12
6.67
10
9.98
4
3.23
13

Bank Of India Credit Risk Fund

0.02
15
0.11
13
0.44
13
1.79
15
2.80
15
5.32
14
42.96
1
-4.29
15
no data
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Credit Risk Fund

0.56
5
1.68
2
3.89
2
6.93
7
6.13
9

Axis Credit Risk Fund

0.57
4
1.48
4
2.63
8
5.28
11
6.36
7

Franklin India Credit Risk Fund

0.76
1
1.98
1
4.12
1
11.33
3
6.30
8

Boi Axa Credit Risk Fund

0.43
15
1.19
13
2.56
10
15.57
1
-29.40
15

Dsp Credit Risk Fund

0.49
11
1.27
12
3.52
3
6.85
8
4.06
10

Hdfc Credit Risk Debt Fund

0.55
7
1.37
9
2.52
11
5.67
10
8.63
1

Icici Prudential Credit Risk Fund

0.52
9
1.48
5
2.52
12
6.10
9
8.37
2

Idbi Credit Risk Fund

0.56
6
1.37
8
2.64
7
10.40
4
2.25
13

Idfc Credit Risk Fund

0.48
13
1.30
11
2.39
13
3.84
14
6.38
6

Invesco India Credit Risk Fund

0.48
12
1.17
14
2.03
14
2.90
15
3.78
11

Kotak Credit Risk Fund

0.44
14
0.97
15
1.54
15
3.95
13
6.74
5

Nippon India Credit Risk Fund

0.57
3
1.45
6
2.72
5
9.80
6
3.05
12

Sbi Credit Risk Fund

0.54
8
1.39
7
2.69
6
5.04
12
6.79
4

Uti Credit Risk Fund

0.51
10
1.33
10
2.61
9
10.24
5
-5.68
14

Baroda Bnp Paribas Credit Risk Fund

0.57
2
1.55
3
3.05
4
12.59
2
7.80
3
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Credit Risk Fund

0.63
4
1.90
1
4.36
1
7.88
6
7.07
8

Axis Credit Risk Fund

0.64
2
1.69
4
3.07
4
6.24
11
7.48
5

Franklin India Credit Risk Fund

0.76
1
1.85
2
1.79
15
7.11
8
5.25
9

Boi Axa Credit Risk Fund

0.45
15
1.26
14
2.70
12
15.89
1
-29.21
15

Dsp Credit Risk Fund

0.57
12
1.48
12
4.00
2
7.72
7
4.93
11

Hdfc Credit Risk Debt Fund

0.61
7
1.52
11
2.84
11
6.30
10
9.18
1

Icici Prudential Credit Risk Fund

0.58
10
1.65
5
2.86
10
6.80
9
9.06
2

Idbi Credit Risk Fund

0.63
5
1.55
7
3.01
7
11.17
3
2.96
13

Idfc Credit Risk Fund

0.56
13
1.54
9
2.87
9
4.85
14
7.38
7

Invesco India Credit Risk Fund

0.59
8
1.48
13
2.65
13
4.12
15
5.00
10

Kotak Credit Risk Fund

0.53
14
1.20
15
2.04
14
4.97
13
7.82
4

Nippon India Credit Risk Fund

0.62
6
1.61
6
3.05
5
10.49
5
3.72
12

Sbi Credit Risk Fund

0.59
9
1.55
8
3.01
8
5.70
12
7.46
6

Uti Credit Risk Fund

0.57
11
1.53
10
3.02
6
11.05
4
-4.87
14

Baroda Bnp Paribas Credit Risk Fund

0.63
3
1.77
3
3.49
3
13.44
2
8.63
3
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Credit Risk Fund

-0.10
1
-2.61
10
-1.44
11
2.91
8
2.05
9

Axis Credit Risk Fund

-0.50
5
-1.31
5
-0.94
7
1.64
2
1.30
4

Franklin India Credit Risk Fund

-4.11
15
-3.16
12
-1.40
10
5.62
11
3.51
13

Bank Of India Credit Risk Fund

-0.13
2
-51.83
15
-26.06
15
77.69
15
32.36
15

Dsp Credit Risk Fund

-1.07
8
-2.54
9
-0.85
6
4.31
10
1.99
8

Hdfc Credit Risk Debt Fund

-1.17
9
-2.07
8
-1.01
8
2.54
5
1.87
7

Icici Prudential Credit Risk Fund

-0.42
4
-0.67
1
-0.33
1
1.59
1
1.12
1

Idbi Credit Risk Fund

-1.55
11
-1.97
7
-1.12
9
6.21
13
2.38
10

Idfc Credit Risk Fund

-1.81
12
-1.75
6
-0.67
4
2.07
4
1.60
6

Invesco India Credit Risk Fund

-1.31
10
-0.83
3
-0.59
2
2.88
6
1.26
2

Kotak Credit Risk Fund

-3.45
14
-2.85
11
-1.92
12
2.89
7
2.40
11

Nippon India Credit Risk Fund

-0.66
6
-0.80
2
-0.73
5
3.87
9
1.45
5

Sbi Credit Risk Fund

-0.92
7
-1.21
4
-0.60
3
1.84
3
1.29
3

Uti Credit Risk Fund

-0.41
3
-8.84
14
-4.62
14
10.48
14
5.58
14

Baroda Bnp Paribas Credit Risk Fund

-2.74
13
-5.22
13
-2.85
13
5.79
12
3.13
12
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Credit Risk Fund

0.08
5
0.04
6
0.59
6
0.54
-3.77
8 1.56 1
0.57
3
0.00
2
3.67
4
-0.01
7

Axis Credit Risk Fund

-0.76
13
-0.24
12
0.52
9
0.49

Franklin India Credit Risk Fund

0.45
1
0.25
3
0.75
3
0.47
7.48
3 0.36 6
0.01
7
0.07
1
3.44
5
0.05
2

Bank Of India Credit Risk Fund

0.06
6
0.25
4
0.20
15
0.57
13.21
2 -0.33 7
0.00
8
-0.13
8
0.84
8
0.09
1

Dsp Credit Risk Fund

-0.36
10
-0.19
10
0.44
11
0.56

Hdfc Credit Risk Debt Fund

-0.16
8
-0.05
8
0.56
7
0.50
0.42
4 1.13 3
0.39
4
-0.00
4
4.78
3
0.01
4

Icici Prudential Credit Risk Fund

-0.25
9
-0.10
9
0.64
4
0.43
-1.32
6 1.08 4
0.67
2
-0.00
5
5.75
2
-0.01
5

Idbi Credit Risk Fund

0.39
2
0.38
1
0.82
1
0.54

Idfc Credit Risk Fund

-1.17
15
-0.36
15
0.39
12
0.49

Invesco India Credit Risk Fund

-0.55
11
-0.29
13
0.51
10
0.50
-3.13
7 1.19 2
0.24
5
-0.01
6
2.82
6
-0.01
6

Kotak Credit Risk Fund

-0.96
14
-0.29
14
0.33
14
0.48

Nippon India Credit Risk Fund

0.27
4
0.25
2
0.77
2
0.53

Sbi Credit Risk Fund

-0.59
12
-0.21
11
0.54
8
0.47
0.18
5 0.70 5
0.69
1
-0.02
7
6.81
1
-0.02
8

Uti Credit Risk Fund

-0.00
7
0.02
7
0.38
13
0.58
14.42
1 -1.53 8
0.03
6
0.00
3
1.66
7
0.02
3

Baroda Bnp Paribas Credit Risk Fund

0.36
3
0.23
5
0.62
5
0.54

Mahindra Credit Risk Yojana Additional Return Analysis

Mahindra Credit Risk Yojana Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 27/Jul/2018
Fund Category: Credit Risk Fund
Investment Objective: The investment objective of the Scheme is to generate regular returns and capital appreciation by investing predominantly in AA and below rated corporate bonds, debt, government securities and money market instruments while maintaining the optimum balance of yield, safety and liquidity. However, there is no assurance that the investment objective of the Scheme will be realized and 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.



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