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Axis Credit Risk Fund - Growth

  • Regular
  • Direct
Category : Credit Risk Fund
Fund House : Axis Mutual Fund
  • NAV
    : ₹ 15.9765 0.03%
    (as on 27th November, 2020)
Crisil Rank
Average performance among peers
Risk-O-Meter
Moderate
(Min ₹1000 for SIP, ₹5000 for one time investment)

Fund has 96.51% investment in Debt of which 1.97% in Government securities, 86.7% 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 27th November, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-Nov-20 10020.40 0.20% - 0.19% 7/21
1 Month 27-Oct-20 10091.50 0.92% - 0.94% 11/21
3 Month 27-Aug-20 10278.40 2.78% - 1.48% 12/23
6 Month 27-May-20 10523.50 5.24% - 1.07% 12/23
YTD 01-Jan-20 10758.20 7.58% - -0.97% 6/20
1 Year 27-Nov-19 10818.20 8.18% 8.16% -1.77% 5/20
2 Year 27-Nov-18 11354.90 13.55% 6.55% 0.75% 8/19
3 Year 27-Nov-17 11903.60 19.04% 5.97% 1.54% 7/18
5 Year 27-Nov-15 13991.00 39.91% 6.94% 4.05% 6/17
Since Inception 15-Jul-14 15976.50 59.77% 7.63% 3.07% 6/22

SIP Returns (NAV as on 27th November, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 27-Nov-19 12000 12580.28 4.84 % 9.01 %
2 Year 27-Nov-18 24000 25890.55 7.88 % 7.45 %
3 Year 27-Nov-17 36000 39926.38 10.91 % 6.82 %
5 Year 27-Nov-15 60000 70844.15 18.07 % 6.57 %
 

Tax Treatment

Portfolio (Updated on 31st Oct,2020)

No of Debt Holding 41 (Category Avg - 28.19) | Modified Duration 1.40 Years (Category Avg - 1.72)| Yield to Maturity 8.10% (Category Avg - 7.88%)

Type of Holdings

Security Type
% Weight
Category Average
GOI 1.97% 5.43%
CD 0.00% 1.70%
T-Bills 0.00% 1.19%
CP 0.00% 3.03%
NCD & Bonds 84.81% 71.32%
PTC 9.73% 1.93%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 1.97% 6.62%
Low Risk 86.70% 49.34%
Moderate Risk 7.84% 24.72%
High Risk 0.00% 0.00%
Very High Risk 0.00% 0.00%
Others 0.00% 0.00%
Name Type of Instrument Weight (%)
TREPS TREPS 1.85%
Net Receivables Net Receivables 1.64%

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
HDFC Credit Risk Debt Fund - Regular Plan - Growth 4 6336.01 1.61 4.26 7.92 10.33 7.96
ICICI Prudential Credit Risk Fund - Growth 4 6512.70 0.98 3.34 6.14 9.75 8.46
SBI Credit Risk Fund - Growth 4 3713.64 1.09 3.49 6.35 8.96 7.28
Invesco India Credit Risk Fund - Regular Plan - Growth 5 146.58 0.56 1.79 4.18 8.09 2.35
IDFC Credit Risk Fund - Regular Plan - Growth 3 799.75 0.86 3.03 4.91 7.41 6.92
Kotak Credit Risk Fund - Growth 3 1860.52 1.09 2.23 5.54 6.22 7.04
Mahindra Manulife Credit Risk Fund - Growth 3 119.12 0.34 1.90 2.99 5.58 0.00
Sundaram Short Term Credit Risk Fund - Growth 5 115.72 0.45 1.07 2.42 5.39 1.93
L&T Credit Risk Fund - Regular Plan - Growth 3 256.11 0.66 3.22 7.54 5.18 4.21
DSP Credit Risk Fund - Regular Plan - Growth 3 321.91 0.41 2.61 4.51 4.81 2.05

More Funds from Axis Mutual Fund

Out of 53 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 2 is/are ranked 4 * , 9 is/are ranked 3 * , 2 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 - Growth 3 26508.84 0.27 0.82 1.68 4.49 6.23
Axis Long Term Equity Fund - Growth 4 22631.51 12.86 16.00 38.98 13.67 11.12
Axis Banking & PSU Debt Fund - Growth 3 18605.61 0.80 2.28 4.59 9.46 9.28
Axis Bluechip Fund - Growth 5 18282.98 8.98 12.94 33.25 11.63 12.80
Axis Short Term Fund - Growth 3 12288.32 0.65 2.48 5.02 10.09 8.60
Axis Focused 25 Fund - Growth 3 11895.49 12.09 14.93 41.88 12.75 10.67
Axis Treasury Advantage Fund - Growth 4 8818.86 0.49 1.55 3.58 7.45 7.85
Axis Midcap Fund - Growth 5 6949.30 10.83 12.62 37.10 21.11 12.96
Axis Multicap Fund - Growth NA 6508.90 9.84 13.01 32.86 11.37 12.01
Axis Ultra Short Term Fund - Regular Plan - Growth 2 4206.51 0.36 1.18 2.49 5.43 0.00

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