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Axis Credit Risk Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Credit Risk Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 16.1515 0.1%
    (as on 24th February, 2020)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderate

Fund has 95.06% investment in Debt of which 1.09% in Government securities, 83.32% 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.

Crisil Rank Change : Fund Crisil rank was updated from 3 to 4 in the previous quarter.

This Scheme
VS
  • CRISIL 10 Year Gilt Index
  • NA
  • NA
  • Gold
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Returns (NAV as on 24th February, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 17-Feb-20 10019.90 0.20% - 0.18% 6/23
1 Month 24-Jan-20 10144.50 1.44% - 0.80% 7/22
3 Month 22-Nov-19 10292.90 2.93% - -0.22% 6/21
6 Month 23-Aug-19 10541.50 5.42% - 2.37% 5/20
YTD 01-Jan-20 10208.70 2.09% - 0.09% 7/20
1 Year 22-Feb-19 10661.70 6.62% 6.58% 1.35% 7/20
2 Year 23-Feb-18 11488.90 14.89% 7.18% 3.18% 6/19
3 Year 23-Feb-17 12346.10 23.46% 7.27% 4.32% 5/18
5 Year 24-Feb-15 14969.80 49.70% 8.40% 7.38% 6/15
Since Inception 15-Jul-14 16151.50 61.52% 8.91% 6.79% 5/20

SIP Returns (NAV as on 24th February, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 22-Feb-19 12000 12554.54 4.62 % 8.59 %
2 Year 23-Feb-18 24000 25921.77 8.01 % 7.56 %
3 Year 23-Feb-17 36000 40171.83 11.59 % 7.23 %
5 Year 24-Feb-15 60000 73044.77 21.74 % 7.79 %
 

Tax Treatment

Portfolio (Updated on 31st Jan,2020)

No of Debt Holding 74 (Category Avg - 51.50) | Modified Duration 1.70 Years (Category Avg - 1.50)| Yield to Maturity 9.29% (Category Avg - 9.58%)

Type of Holdings

Security Type
% Weight
Category Average
GOI 1.09% 0.42%
CD 0.00% 4.30%
T-Bills 0.00% 0.05%
CP 0.00% 2.18%
NCD & Bonds 82.13% 82.43%
PTC 11.84% 1.80%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 1.09% 0.47%
Low Risk 83.32% 59.91%
Moderate Risk 10.65% 16.04%
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 3.65%
TREPS TREPS 1.29%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
ICICI Prudential Credit Risk Fund - Direct Plan - Growth 5 12381.27 1.47 3.29 6.15 11.42 8.90
Kotak Credit Risk Fund - Direct Plan - Growth 5 5103.83 1.50 2.96 5.86 11.30 8.63
IDFC Credit Risk Fund - Direct Plan - Growth 4 1564.34 1.45 2.96 5.24 11.04 0.00
HDFC Credit Risk Debt Fund - Direct Plan - Growth 4 14487.09 1.53 2.93 5.59 10.85 8.05
Mahindra Credit Risk Yojana - Direct Plan - Growth 4 148.61 1.20 2.46 4.76 9.46 0.00
SBI Credit Risk Fund - Direct Plan - Growth 3 5055.11 1.41 2.25 4.84 8.11 7.65
DSP Credit Risk Fund - Direct Plan - Growth 3 1318.09 1.03 2.25 5.30 5.81 3.64
PGIM India Credit Risk Fund- Direct Plan - Growth 3 353.79 1.31 1.86 4.42 4.93 6.47
Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth 3 5184.16 1.26 -0.59 0.52 4.79 6.95
Baroda Credit Risk Fund - Plan B (Direct) - Growth 3 588.43 1.12 2.27 3.20 4.38 6.64

More Funds from Axis Mutual Fund

Out of 52 mutual fund schemes offered by this AMC, 5 is/are ranked 5 * , 3 is/are ranked 4 * , 6 is/are ranked 3 * , 1 is/are ranked 2 * , and 37 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Liquid Fund - Direct Plan - Growth 3 33799.58 0.45 1.32 2.76 6.39 6.92
Axis Long Term Equity Fund - Direct Plan - Growth 5 21996.95 1.38 6.31 18.35 25.85 16.74
Axis Banking & PSU Debt Fund - Direct Plan - Growth 3 13554.59 1.09 2.06 4.73 11.16 8.87
Axis Bluechip Fund - Direct Plan - Growth 5 11077.11 1.73 5.52 15.80 24.14 19.29
Axis Focused 25 Fund - Direct Plan - Growth 4 9627.12 1.32 5.56 18.55 26.69 17.35
Axis Multicap Fund - Direct Plan - Growth NA 5705.62 1.88 5.53 15.70 23.36 0.00
Axis Treasury Advantage Fund - Direct Plan - Growth 5 5239.04 0.68 1.75 3.90 9.01 8.06
Axis Short Term Fund - Direct Plan - Growth 4 4938.48 1.20 2.44 4.90 11.12 8.36
Axis Midcap Fund - Direct Plan - Growth 5 4817.74 2.63 8.68 22.85 25.37 18.48
Axis Ultra Short Term Fund - Direct Plan - Growth 3 3749.40 0.61 1.70 3.76 8.36 0.00

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