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Axis Credit Risk Fund - Regular Plan - Growth

(Erstwhile Axis Fixed Income Opportunities Fund - Regular Plan - Growth)

Category: Debt: Credit Risk
Launch Date: 15-07-2014
Asset Class: Fixed Income
Benchmark: CRISIL Credit Risk Debt B-II Index
Expense Ratio: 1.57% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 41.69 Cr As on (29-11-2024)
Turn over:
NAV as on Fri Dec 20 00:00:00 IST 2024

20.4164

-0.02 (-0.1009%)

CAGR Since Inception

7.04%

CRISIL Credit Risk Debt B-II Index 7.31%

PERFORMANCE of Axis Credit Risk Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 20-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Credit Risk Fund - Regular Plan - Growth 7.97 6.28 6.64 6.84 7.04
Benchmark - - - - -
Debt: Credit Risk 7.9 9.05 6.57 6.43 6.53

Yearly Performance (%)

Fund Managers

Devang Shah, Akhil Bipin Thakker

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.

RETURNS CALCULATOR for Axis Credit Risk Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Credit Risk Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Credit Risk Fund - Regular Plan - Growth 0.96 0.28 3.65 1.69 8.45 2.84
Debt: Credit Risk - - - - - -

PEER COMPARISION of Axis Credit Risk Fund - Regular Plan - Growth

Period
Data as on - 20-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 7.97 7.47 6.28 6.64 6.84
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 11.81 9.32 8.57 8.29 0.0
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 8.26 7.69 6.82 7.32 7.81
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 8.21 8.01 6.62 5.34 6.03
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.09 7.37 6.11 7.26 7.69
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 8.07 7.68 6.64 8.14 0.0
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 8.01 8.15 6.8 7.05 7.5
UTI Credit Risk Fund - Regular Plan - Growth Option 10-11-2012 7.89 7.2 6.07 0.92 3.08
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 7.71 11.56 10.74 7.97 6.77
BANDHAN Credit Risk Fund - Regular Plan Growth 27-02-2017 7.29 6.51 5.32 5.5 0.0

PORTFOLIO ANALYSIS of Axis Credit Risk Fund - Regular Plan - Growth

Asset Allocation (%)