Axis Corporate Debt Fund Overview
Category	Corporate Bond Fund
BMSMONEY Rank	6
BMSMONEY Rating
Gro. Opt.	As On:	19-11-2024
NAV	₹16.17_(R)		+0.05%	₹17.05_(D)	+0.05%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	8.07%	6.0%	6.64%	6.73%	-%
LumpSum_(D)	8.7%	6.69%	7.36%	7.49%	-%
SIP_(R)	-23.24%	3.48%	2.95%	4.12%	-%
SIP_(D)	-22.78%	4.17%	3.64%	4.84%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	-0.73	-0.24	0.56	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	1.08%	-0.08%	-0.6%	-	0.81%

Top Corporate Bond Fund
Fund Name	Rank	Rating
Nippon India Corporate Bond Fund	1
Aditya Birla Sun Life Corporate Bond Fund	2
Icici Prudential Corporate Bond Fund	3
Hdfc Corporate Bond Fund	4

NAV Date: 19-11-2024

Scheme Name	NAV	Rupee Change	Percent Change
Axis Corporate Debt Fund - Direct Plan - Daily IDCW	10.23	0.0000	0.0000%
Axis Corporate Debt Fund - Regular Plan - Daily IDCW	10.23	0.0000	0.0000%
Axis Corporate Debt Fund - Direct Plan - Monthly IDCW	10.23	0.0100	0.0500%
Axis Corporate Debt Fund - Regular Plan - Monthly IDCW	10.23	0.0100	0.0500%
Axis Corporate Debt Fund - Regular Plan - Weekly IDCW	10.25	0.0000	0.0500%
Axis Corporate Debt Fund - Direct Plan - Weekly IDCW	10.37	0.0100	0.0500%
Axis Corporate Debt Fund - Regular Plan - Regular IDCW	12.49	0.0100	0.0500%
Axis Corporate Debt Fund - Direct Plan - Regular IDCW	13.3	0.0100	0.0500%
Axis Corporate Debt Fund - Regular Plan Growth	16.17	0.0100	0.0500%
Axis Corporate Debt Fund - Direct Plan Growth	17.05	0.0100	0.0500%

Review Date: 19-11-2024

Axis Corporate Debt Fund has shown good performance in the Corporate Bond Fund category. The fund has rank of 6 out of 17 funds in the category. The fund has delivered return of 8.07% in 1 year, 6.0% in 3 years and 6.64% in 5 years. The category average for the same periods is 8.05%, 5.81% and 6.34% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 1.08, VaR of -0.08, Average Drawdown of -0.6, Semi Deviation of 0.81 and Max Drawdown of -0.6. The category average for the same parameters is 1.14, -0.33, -0.63, 0.89 and -0.8 respectively. The fund has low risk in the category.

Key Points:

An investment of ₹10,000 in Axis Corporate Debt Fund direct growth option would have grown to ₹10870.0 in 1 year, ₹12144.0 in 3 years and ₹14265.0 in 5 years as of today (19-11-2024).
An SIP of ₹1,000 per month in Axis Corporate Debt Fund direct growth option would have grown to ₹10456.0 in 1 year, ₹38366.0 in 3 years and ₹65797.0 in 5 years as of today (19-11-2024).
standard deviation of 1.08 and based on VaR one can expect to lose more than -0.08% of current value of fund in one year.
Sharpe ratio of the fund is -0.73 which shows good performance of fund in the corporate bond fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	0.48	0.49	0.40 \| 0.64	10 \| 20	Good
3M Return %	1.91	1.99	1.75 \| 2.17	18 \| 20	Poor
6M Return %	4.08	4.13	3.85 \| 4.39	12 \| 20	Average
1Y Return %	8.07	8.05	7.56 \| 8.61	10 \| 20	Good
3Y Return %	6.00	5.81	5.27 \| 6.50	6 \| 17	Good
5Y Return %	6.64	6.34	5.68 \| 7.08	5 \| 16	Good
7Y Return %	6.73	6.69	6.04 \| 7.34	6 \| 12	Good
1Y SIP Return %	-23.24	-23.20	-23.63 \| -22.75	12 \| 20	Average
3Y SIP Return %	3.48	3.41	2.83 \| 4.01	6 \| 17	Good
5Y SIP Return %	2.95	2.81	2.18 \| 3.40	6 \| 16	Good
7Y SIP Return %	4.12	4.17	3.49 \| 4.74	7 \| 12	Average
Standard Deviation	1.08	1.14	0.89 \| 1.91	8 \| 17	Good
Semi Deviation	0.81	0.89	0.69 \| 1.56	7 \| 17	Good
Max Drawdown %	-0.60	-0.80	-2.49 \| -0.09	7 \| 17	Good
VaR 1 Y %	-0.08	-0.33	-2.51 \| 0.00	7 \| 17	Good
Average Drawdown %	-0.60	-0.63	-2.49 \| -0.07	11 \| 17	Average
Sharpe Ratio	-0.73	-0.84	-1.38 \| -0.27	6 \| 17	Good
Sterling Ratio	0.56	0.54	0.42 \| 0.64	5 \| 17	Very Good
Sortino Ratio	-0.24	-0.26	-0.40 \| -0.10	6 \| 17	Good

_{Return data last Updated On :
Nov. 19, 2024.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Oct. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	0.53	0.52	0.45 \| 0.68	6 \| 20
3M Return %	2.06	2.09	1.86 \| 2.27	13 \| 20
6M Return %	4.40	4.33	4.08 \| 4.56	7 \| 20
1Y Return %	8.70	8.47	7.92 \| 8.91	7 \| 20
3Y Return %	6.69	6.23	5.53 \| 6.88	3 \| 17
5Y Return %	7.36	6.76	5.97 \| 7.36	1 \| 16
7Y Return %	7.49	7.15	6.63 \| 7.50	2 \| 12
1Y SIP Return %	-22.78	-22.89	-23.21 \| -22.55	7 \| 20
3Y SIP Return %	4.17	3.83	3.37 \| 4.34	5 \| 17
5Y SIP Return %	3.64	3.21	2.56 \| 3.76	3 \| 16
7Y SIP Return %	4.84	4.61	4.18 \| 4.91	4 \| 12
Standard Deviation	1.08	1.14	0.89 \| 1.91	8 \| 17
Semi Deviation	0.81	0.89	0.69 \| 1.56	7 \| 17
Max Drawdown %	-0.60	-0.80	-2.49 \| -0.09	7 \| 17
VaR 1 Y %	-0.08	-0.33	-2.51 \| 0.00	7 \| 17
Average Drawdown %	-0.60	-0.63	-2.49 \| -0.07	11 \| 17
Sharpe Ratio	-0.73	-0.84	-1.38 \| -0.27	6 \| 17
Sterling Ratio	0.56	0.54	0.42 \| 0.64	5 \| 17
Sortino Ratio	-0.24	-0.26	-0.40 \| -0.10	6 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.05	₹ 10,005.00	0.05	₹ 10,005.00
1W	0.09	₹ 10,009.00	0.10	₹ 10,010.00
1M	0.48	₹ 10,048.00	0.53	₹ 10,053.00
3M	1.91	₹ 10,191.00	2.06	₹ 10,206.00
6M	4.08	₹ 10,408.00	4.40	₹ 10,440.00
1Y	8.07	₹ 10,807.00	8.70	₹ 10,870.00
3Y	6.00	₹ 11,909.00	6.69	₹ 12,144.00
5Y	6.64	₹ 13,794.00	7.36	₹ 14,265.00
7Y	6.73	₹ 15,776.00	7.49	₹ 16,584.00
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-23.24	₹ 10,423.64	-22.78	₹ 10,456.34
3Y	₹ 36000	3.48	₹ 37,969.16	4.17	₹ 38,365.67
5Y	₹ 60000	2.95	₹ 64,669.56	3.64	₹ 65,796.78
7Y	₹ 84000	4.12	₹ 97,249.49	4.84	₹ 99,768.40
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Axis Corporate Debt Fund NAV Regular Growth	Axis Corporate Debt Fund NAV Direct Growth
19-11-2024	16.1655	17.0469
18-11-2024	16.1575	17.0382
14-11-2024	16.1455	17.0245
13-11-2024	16.1496	17.0285
12-11-2024	16.1511	17.0298
11-11-2024	16.1517	17.0302
08-11-2024	16.1442	17.0214
07-11-2024	16.1321	17.0084
06-11-2024	16.1281	17.0039
05-11-2024	16.1268	17.0022
04-11-2024	16.1226	16.9976
31-10-2024	16.1137	16.987
30-10-2024	16.1136	16.9867
29-10-2024	16.107	16.9794
28-10-2024	16.1038	16.9758
25-10-2024	16.103	16.9742
24-10-2024	16.1015	16.9723
23-10-2024	16.0957	16.966
22-10-2024	16.0825	16.9517
21-10-2024	16.0884	16.9576

Fund Launch Date: 23/Jun/2017
Fund Category: Corporate Bond Fund
Investment Objective: An Open Ended Debt Scheme Predominantly Investing In AA+ And Above Rated Corporate Bonds
Fund Description: An Open Ended Debt Scheme Predominantly Investing In AA+ And Above Rated Corporate Bonds
Fund Benchmark: NIFTY Corporate Bond Index

_{Source: Fund FactSheet}

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

Axis Corporate Debt Fund

Axis Corporate Debt Fund NAV

Axis Corporate Debt Fund Review

Axis Corporate Debt Fund Performance Comparison with Peers (Regular Plan Chart)

Axis Corporate Debt Fund Review Dashboard (Regular Plan)

Axis Corporate Debt Fund Review Dashboard (Direct Plan)

Axis Corporate Debt Fund Lumpsum Returns and Investment Value

Axis Corporate Debt Fund SIP Return and Investment Value

Axis Corporate Debt Fund NAV History

Axis Corporate Debt Fund Information