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Axis Credit Risk Fund - Growth

  • Regular
  • Direct
Category : Credit Risk Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 14.764 -0.03%
    (as on 13th December, 2019)
Crisil Rank
Average performance among peers
Risk-O-Meter
Moderate
(Min ₹1000 for SIP, ₹5000 for one time investment)

Fund has 94.43% investment in Debt of which 3.33% in Government securities, 77.95% in funds invested in very low risk securities..

Suitable For : Investors who want to invest money for longer duration but prefer less riskier assets compared to equity funds.

This Scheme
VS
  • CRISIL 10 Year Gilt Index
  • NA
  • NA
  • Gold
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Returns (NAV as on 13th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 06-Dec-19 9993.40 -0.07% - -0.02% 14/22
1 Month 13-Nov-19 10044.80 0.45% - 0.14% 8/21
3 Month 13-Sep-19 10184.80 1.85% - 0.86% 4/21
6 Month 13-Jun-19 10407.00 4.07% - 0.47% 6/20
YTD 01-Jan-19 10380.90 3.81% - -1.66% 8/20
1 Year 13-Dec-18 10435.00 4.35% 4.35% 0.28% 7/20
2 Year 13-Dec-17 10982.30 9.82% 4.80% 2.18% 7/19
3 Year 13-Dec-16 11701.00 17.01% 5.38% 3.61% 8/18
5 Year 12-Dec-14 13992.10 39.92% 6.94% 6.57% 7/15
Since Inception 15-Jul-14 14764.00 47.64% 7.46% 6.14% 9/20

SIP Returns (NAV as on 13th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 13-Dec-18 12000 12282.8 2.36 % 4.39 %
2 Year 13-Dec-17 24000 25218.8 5.08 % 4.84 %
3 Year 13-Dec-16 36000 38842.91 7.9 % 5 %
5 Year 12-Dec-14 60000 69859.76 16.43 % 6.02 %
 

Tax Treatment

Portfolio (Updated on 30th Nov,2019)

No of Debt Holding 78 (Category Avg - 52.55) | Modified Duration 1.70 Years (Category Avg - 1.48)| Yield to Maturity 9.13% (Category Avg - 9.98%)

Type of Holdings

Security Type
% Weight
Category Average
GOI 3.33% 0.55%
CD 0.00% 2.70%
T-Bills 0.00% 0.01%
CP 0.00% 1.77%
NCD & Bonds 80.40% 83.66%
PTC 10.70% 1.79%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 3.33% 0.56%
Low Risk 77.95% 59.07%
Moderate Risk 13.15% 16.67%
High Risk 0.00% 0.00%
Very High Risk 0.00% 0.00%
Others 0.00% 0.00%
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 4.12%
TREPS TREPS 1.45%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 29th November, 2019)

  • Standard Deviation

    Low volatility
    2.27vs3.11
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
ICICI Prudential Credit Risk Fund - Growth 4 11706.73 0.87 2.47 5.04 9.35 7.50
IDFC Credit Risk Fund - Regular Plan - Growth 5 1494.19 0.47 1.78 4.19 9.02 0.00
Kotak Credit Risk Fund - Growth 5 4979.26 0.39 1.92 4.68 8.88 7.04
HDFC Credit Risk Debt Fund - Regular Plan - Growth 4 14569.42 0.34 1.76 4.27 8.63 6.67
Mahindra Credit Risk Yojana - Growth 4 151.63 0.06 1.67 3.37 7.39 0.00
SBI Credit Risk Fund - Growth 3 5109.11 -0.12 1.25 3.18 6.41 6.37
Franklin India Credit Risk Fund - Growth 3 6295.72 -0.32 -0.16 1.05 4.18 6.73
PGIM India Credit Risk Fund- Regular Plan - Growth 3 379.84 -0.02 4.12 4.89 3.29 5.10
Baroda Credit Risk Fund - Plan A - Growth 3 668.23 -0.03 0.66 1.52 2.42 5.44
L&T Credit Risk Fund - Regular Plan - Growth 3 1980.50 0.56 -0.06 1.46 2.27 4.86

More Funds from Axis Mutual Fund

Out of 51 mutual fund schemes offered by this AMC, 4 is/are ranked 5 * , 2 is/are ranked 4 * , 8 is/are ranked 3 * , 1 is/are ranked 2 * , and 36 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Liquid Fund - Growth 3 30627.81 0.43 1.36 2.98 6.75 6.96
Axis Long Term Equity Fund - Growth 5 21159.93 -0.75 9.50 5.85 13.25 16.23
Axis Banking & PSU Debt Fund - Growth 3 11517.34 0.20 1.85 5.21 11.12 8.36
Axis Bluechip Fund - Growth 5 9481.19 0.95 9.13 6.43 18.00 19.57
Axis Focused 25 Fund - Growth 4 8890.93 0.07 10.93 6.47 14.78 18.46
Axis Multicap Fund - Growth NA 5117.59 0.80 8.96 6.75 16.70 0.00
Axis Treasury Advantage Fund - Growth 4 4128.23 0.44 1.71 4.24 9.02 7.53
Axis Midcap Fund - Growth 5 3859.37 0.89 11.16 7.82 13.65 17.34
Axis Short Term Fund - Growth 3 3673.85 0.33 1.76 5.84 9.79 7.17
Axis Ultra Short Term Fund - Regular Plan - Growth 3 3595.54 0.49 1.66 3.70 7.82 0.00

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