Principal Credit Risk Fund


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

Fund Performance Analysis

Principal Credit Risk Fund 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 : Dec. 8, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Principal Credit Risk Fund Performance Analysis

Principal Credit Risk Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Principal Credit Risk Fund

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

4 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 five KPIs that are in top quartile. The fund has 22% 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. 6.91% 7.61% -3.52% -2.26% 0.46 0.19 0.49

Hdfc Credit Risk Debt Fund

2 The Hdfc Credit Risk Debt Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Credit Risk Debt Fund performance snapshot section. 3.46% 7.08% -2.14% -0.64% 1.13 0.54 0.47

Icici Prudential Credit Risk Fund

1 The Icici Prudential Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Credit Risk Fund performance snapshot section. 4.84% 7.09% -0.65% -0.20% 1.77 1.08 0.39

Sbi Credit Risk Fund

3 The Sbi Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has ten KPIs that are in top quartile. The fund has 43% 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 Sbi Credit Risk Fund performance snapshot section. 3.99% 6.35% -1.15% -1.14% 0.80 0.37 0.41

Principal Credit Risk Fund 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 : Dec. 8, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Principal Credit Risk Fund Regular vs Direct Plan Performance

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

Annulized Returns


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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

Idfc Credit Risk Fund

0.06
1
0.07
13
0.89
4
1.24
9
3.08
9
2.88
13
4.90
11
5.59
7

Sbi Credit Risk Fund

0.05
2
0.12
4
0.71
14
1.35
7
3.11
7
3.99
7
6.35
7
6.21
5

Kotak Credit Risk Fund

0.04
3
0.18
2
0.78
6
0.84
15
2.34
15
0.67
15
4.35
12
5.51
9

Icici Prudential Credit Risk Fund

0.04
4
0.20
1
0.91
3
1.53
3
3.49
2
4.84
5
7.09
4
7.35
1

Nippon India Credit Risk Fund

0.03
5
0.09
5
0.74
12
1.37
5
3.21
5
3.81
9
3.62
14
3.62
10

Franklin India Credit Risk Fund

0.03
6
0.15
3
1.07
1
1.88
1
2.40
13
6.68
4
6.77
6
6.41
4

Hdfc Credit Risk Debt Fund

0.03
7
0.08
6
0.76
7
1.08
11
3.27
4
3.46
11
7.08
5
6.95
2

Dsp Credit Risk Fund

0.02
8
0.07
11
0.74
10
1.00
12
2.45
12
8.90
2
5.63
9
3.56
11

Axis Credit Risk Fund

0.02
9
0.07
9
0.73
13
1.15
10
3.10
8
3.82
8
6.08
8
5.57
8

Uti Credit Risk Fund

0.02
10
0.07
12
0.88
5
1.42
4
2.88
10
3.73
10
-3.04
15
-1.83
14

Baroda Bnp Paribas Credit Risk Fund

0.02
11
0.08
7
0.74
11
1.54
2
3.35
3
4.46
6
8.42
2
6.60
3

Idbi Credit Risk Fund

0.02
12
0.08
8
0.94
2
1.35
6
3.20
6
3.16
12
5.04
10
2.89
12

Bank Of India Credit Risk Fund

0.02
13
0.07
10
0.48
15
0.96
13
2.47
11
142.79
1
13.74
1
-4.22
15

Aditya Birla Sun Life Credit Risk Fund

0.01
14
0.06
14
0.74
9
1.30
8
5.73
1
6.91
3
7.61
3
6.17
6

Invesco India Credit Risk Fund

0.01
15
0.03
15
0.75
8
0.94
14
2.35
14
1.94
14
4.29
13
2.35
13

L&T Credit Risk Fund

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

0.39
3
1.08
6
2.50
4
6.94
8
6.04
8

Axis Credit Risk Fund

0.36
7
0.95
10
1.78
8
6.26
10
6.27
7

Franklin India Credit Risk Fund

0.30
10
1.09
5
5.33
2
12.53
5
5.66
9

Boi Axa Credit Risk Fund

0.44
1
1.40
1
7.15
1
14.32
2
-30.48
16

Dsp Credit Risk Fund

0.24
14
0.70
13
2.53
3
5.49
13
2.91
11

Hdfc Credit Risk Debt Fund

0.35
8
1.00
9
1.63
10
7.42
7
8.38
2

Icici Prudential Credit Risk Fund

0.40
2
1.20
4
2.32
5
6.90
9
8.46
1

Idbi Credit Risk Fund

0.37
6
1.01
8
1.40
12
12.84
4
1.74
14

Idfc Credit Risk Fund

0.24
15
0.58
15
1.15
14
4.72
15
6.77
6

Invesco India Credit Risk Fund

0.16
16
0.50
16
0.78
15
3.39
16
2.44
13

Kotak Credit Risk Fund

0.26
12
0.71
12
0.22
16
5.94
11
6.91
5

Nippon India Credit Risk Fund

0.37
5
1.21
3
1.97
6
10.13
6
2.84
12

Sbi Credit Risk Fund

0.34
9
0.90
11
1.77
9
5.74
12
7.05
4

Uti Credit Risk Fund

0.29
11
1.02
7
1.57
11
14.93
1
-6.06
15

L&T Credit Risk Fund

0.26
13
0.70
14
1.30
13
5.39
14
4.14
10

Baroda Bnp Paribas Credit Risk Fund

0.38
4
1.28
2
1.92
7
12.92
3
7.55
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

0.47
2
1.30
5
2.89
3
7.90
8
6.97
8

Axis Credit Risk Fund

0.43
6
1.17
9
2.22
7
7.31
10
7.42
7

Franklin India Credit Risk Fund

0.14
16
-0.04
16
0.37
16
10.46
6
5.16
9

Boi Axa Credit Risk Fund

0.47
1
1.47
2
7.30
1
14.64
2
-30.29
16

Dsp Credit Risk Fund

0.32
13
0.90
12
2.93
2
6.34
13
3.76
11

Hdfc Credit Risk Debt Fund

0.40
8
1.17
8
1.96
9
8.01
7
8.96
2

Icici Prudential Credit Risk Fund

0.46
3
1.37
4
2.65
4
7.62
9
9.19
1

Idbi Credit Risk Fund

0.44
5
1.19
7
1.77
11
13.64
4
2.43
14

Idfc Credit Risk Fund

0.32
14
0.82
14
1.62
13
5.73
15
7.79
5

Invesco India Credit Risk Fund

0.26
15
0.80
15
1.39
14
4.61
16
3.57
12

Kotak Credit Risk Fund

0.35
11
0.96
11
0.71
15
7.01
11
7.97
4

Nippon India Credit Risk Fund

0.43
7
1.37
3
2.29
6
10.83
5
3.50
13

Sbi Credit Risk Fund

0.40
9
1.06
10
2.09
8
6.41
12
7.74
6

Uti Credit Risk Fund

0.36
10
1.21
6
1.95
10
15.84
1
-5.29
15

L&T Credit Risk Fund

0.33
12
0.90
13
1.71
12
6.29
14
4.96
10

Baroda Bnp Paribas Credit Risk Fund

0.45
4
1.48
1
2.33
5
13.80
3
8.38
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

-2.26
8
-3.52
7
-1.36
6
3.15
7
2.37
8

Axis Credit Risk Fund

-1.47
4
-3.27
6
-1.69
9
2.53
5
2.20
6

Franklin India Credit Risk Fund

-9.69
14
-9.23
12
-1.62
7
5.97
12
4.07
12

None

-6.13
12
-8.02
11
-3.39
12
5.63
11
3.35
10

Bank Of India Credit Risk Fund

-17.98
15
-72.42
16
-72.42
16
72.72
16
36.00
16

Dsp Credit Risk Fund

-1.83
6
-2.55
5
-1.03
4
3.96
9
1.97
5

Hdfc Credit Risk Debt Fund

-0.64
2
-2.14
4
-1.03
5
2.48
4
1.84
4

Icici Prudential Credit Risk Fund

-0.20
1
-0.65
1
-0.33
1
1.62
1
1.16
1

Idbi Credit Risk Fund

-9.00
13
-19.67
14
-6.95
14
9.60
14
7.65
14

Idfc Credit Risk Fund

-1.54
5
-1.89
3
-0.70
3
2.12
3
1.63
3

Invesco India Credit Risk Fund

-1.96
7
-7.99
10
-2.44
11
4.40
10
4.04
11

Kotak Credit Risk Fund

-2.92
10
-3.57
8
-2.23
10
2.83
6
2.34
7

Nippon India Credit Risk Fund

-2.59
9
-12.04
13
-5.01
13
7.20
13
6.16
13

Sbi Credit Risk Fund

-1.14
3
-1.15
2
-0.60
2
2.03
2
1.49
2

Uti Credit Risk Fund

-29.27
16
-34.87
15
-34.87
15
12.87
15
9.46
15

L&T Credit Risk Fund

-5.07
11
-5.15
9
-1.65
8
3.74
8
3.01
9
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

0.46
5
0.19
6
0.44
5
0.49
-4.14
9 1.29 2
0.39
5
0.01
6
2.66
5
-0.02
7

Axis Credit Risk Fund

0.36
7
0.13
7
0.41
6
0.49

Franklin India Credit Risk Fund

0.18
9
0.09
10
0.29
10
0.45
8.13
3 -0.42 8
0.01
8
-0.04
8
1.93
7
-0.01
5

None

0.38
6
0.21
5
0.37
9
0.51
-2.35
7 1.35 1
0.07
7
0.03
1
2.19
6
0.04
2

Bank Of India Credit Risk Fund

-0.14
11
0.08
11
-0.07
15
0.55
16.57
1 -0.37 7
0.00
9
-0.26
9
0.71
8
0.11
1

Dsp Credit Risk Fund

0.15
10
0.10
8
0.41
7
0.55

Hdfc Credit Risk Debt Fund

1.13
2
0.54
2
0.61
2
0.47
0.61
4 1.11 3
0.40
4
0.03
4
5.16
3
0.00
3

Icici Prudential Credit Risk Fund

1.77
1
1.08
1
0.70
1
0.39
-0.88
6 1.04 4
0.70
3
0.03
2
6.23
2
-0.01
4

Idbi Credit Risk Fund

-0.25
14
-0.07
14
0.07
14
0.55

Idfc Credit Risk Fund

0.55
4
0.23
4
0.48
4
0.46

Invesco India Credit Risk Fund

-0.60
15
-0.18
15
0.10
13
0.49
-2.65
8 0.88 5
0.76
1
-0.00
7
3.77
4
-0.03
8

Kotak Credit Risk Fund

0.27
8
0.10
9
0.39
8
0.45

Nippon India Credit Risk Fund

-0.22
13
-0.06
13
0.13
12
0.56

Sbi Credit Risk Fund

0.80
3
0.37
3
0.56
3
0.41
-0.00
5 0.72 6
0.71
2
0.02
5
7.31
1
-0.02
6

Uti Credit Risk Fund

-0.64
16
-0.22
16
-0.09
16
0.51
13.12
2 -2.92 9
0.08
6
0.03
3
-0.12
9
-0.09
9

L&T Credit Risk Fund

-0.18
12
-0.06
12
0.25
11
0.52

Principal Credit Risk Fund Additional Return Analysis

Principal Credit Risk Fund 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: 14/Sep/2004
Fund Category: Credit Risk Fund
Investment Objective: To generate income and capital gains by predominantly investing in a portfolio of AA and below rated corporate debt securities across the credit spectrum within the investment grade.
Fund Description: An open ended debt scheme predominately 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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