Axis Corporate Debt Fund Overview
Category	Corporate Bond Fund
BMSMONEY Rank	6
BMSMONEY Rating
Gro. Opt.	As On:	25-10-2024
NAV	₹16.1_(R)		+0.01%	₹16.97_(D)	+0.01%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	8.35%	5.93%	6.73%	6.73%	-%
LumpSum_(D)	8.99%	6.62%	7.45%	7.5%	-%
SIP_(R)	8.45%	7.06%	5.64%	6.22%	-%
SIP_(D)	9.08%	7.74%	6.32%	6.94%	-%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	-0.91	-0.29	0.55	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	1.11%	-0.08%	-0.6%	-	0.83%

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: 25-10-2024

Scheme Name	NAV	Rupee Change	Percent Change
Axis Corporate Debt Fund - Direct Plan - Monthly IDCW	10.19	-0.0500	-0.5000%
Axis Corporate Debt Fund - Regular Plan - Monthly IDCW	10.19	-0.0500	-0.4600%
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 - Regular Plan - Weekly IDCW	10.25	0.0000	0.0100%
Axis Corporate Debt Fund - Direct Plan - Weekly IDCW	10.37	0.0000	0.0100%
Axis Corporate Debt Fund - Regular Plan - Regular IDCW	12.44	0.0000	0.0100%
Axis Corporate Debt Fund - Direct Plan - Regular IDCW	13.24	0.0000	0.0100%
Axis Corporate Debt Fund - Regular Plan Growth	16.1	0.0000	0.0100%
Axis Corporate Debt Fund - Direct Plan Growth	16.97	0.0000	0.0100%

Review Date: 25-10-2024

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 8.35% in 1 year, 5.93% in 3 years and 6.73% in 5 years. The category average for the same periods is 8.25%, 5.74% and 6.41% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 1.11, VaR of -0.08, Average Drawdown of -0.6, Semi Deviation of 0.83 and Max Drawdown of -0.6. The category average for the same parameters is 1.16, -0.34, -0.63, 0.9 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 ₹10899.0 in 1 year, ₹12122.0 in 3 years and ₹14325.0 in 5 years as of today (25-10-2024).
An SIP of ₹1,000 per month in Axis Corporate Debt Fund direct growth option would have grown to ₹12582.0 in 1 year, ₹40470.0 in 3 years and ₹70395.0 in 5 years as of today (25-10-2024).
standard deviation of 1.11 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 -0.91 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 %	0.47	0.51	0.40 \| 0.67	14 \| 20	Average
3M Return %	2.16	2.21	2.00 \| 2.41	12 \| 20	Average
6M Return %	4.44	4.44	4.08 \| 4.77	11 \| 20	Average
1Y Return %	8.35	8.25	7.64 \| 8.88	8 \| 20	Good
3Y Return %	5.93	5.74	5.20 \| 6.43	6 \| 17	Good
5Y Return %	6.73	6.41	5.74 \| 7.12	5 \| 16	Good
7Y Return %	6.73	6.67	6.02 \| 7.33	6 \| 12	Good
1Y SIP Return %	8.45	8.48	7.95 \| 9.13	10 \| 20	Good
3Y SIP Return %	7.06	6.97	6.43 \| 7.57	6 \| 17	Good
5Y SIP Return %	5.64	5.48	4.89 \| 6.09	6 \| 16	Good
7Y SIP Return %	6.22	6.27	5.61 \| 6.85	7 \| 12	Average
Standard Deviation	1.11	1.16	0.91 \| 1.91	9 \| 17	Good
Semi Deviation	0.83	0.90	0.71 \| 1.55	9 \| 17	Good
Max Drawdown %	-0.60	-0.80	-2.49 \| -0.09	7 \| 17	Good
VaR 1 Y %	-0.08	-0.34	-2.51 \| 0.00	7 \| 17	Good
Average Drawdown %	-0.60	-0.63	-2.49 \| -0.07	11 \| 17	Average
Sharpe Ratio	-0.91	-1.02	-1.56 \| -0.45	7 \| 17	Good
Sterling Ratio	0.55	0.53	0.41 \| 0.62	5 \| 17	Very Good
Sortino Ratio	-0.29	-0.31	-0.44 \| -0.16	7 \| 17	Good

_{Return data last Updated On :
Oct. 25, 2024.

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

Sept. 30, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	0.52	0.54	0.42 \| 0.71	11 \| 20
3M Return %	2.31	2.31	2.12 \| 2.48	12 \| 20
6M Return %	4.76	4.65	4.33 \| 4.90	7 \| 20
1Y Return %	8.99	8.67	7.98 \| 9.21	6 \| 20
3Y Return %	6.62	6.16	5.47 \| 6.81	3 \| 17
5Y Return %	7.45	6.83	6.06 \| 7.45	1 \| 16
7Y Return %	7.50	7.13	6.59 \| 7.50	1 \| 12
1Y SIP Return %	9.08	8.90	8.44 \| 9.40	7 \| 20
3Y SIP Return %	7.74	7.38	6.91 \| 7.92	4 \| 17
5Y SIP Return %	6.32	5.88	5.22 \| 6.47	2 \| 16
7Y SIP Return %	6.94	6.71	6.30 \| 7.02	5 \| 12
Standard Deviation	1.11	1.16	0.91 \| 1.91	9 \| 17
Semi Deviation	0.83	0.90	0.71 \| 1.55	9 \| 17
Max Drawdown %	-0.60	-0.80	-2.49 \| -0.09	7 \| 17
VaR 1 Y %	-0.08	-0.34	-2.51 \| 0.00	7 \| 17
Average Drawdown %	-0.60	-0.63	-2.49 \| -0.07	11 \| 17
Sharpe Ratio	-0.91	-1.02	-1.56 \| -0.45	7 \| 17
Sterling Ratio	0.55	0.53	0.41 \| 0.62	5 \| 17
Sortino Ratio	-0.29	-0.31	-0.44 \| -0.16	7 \| 17

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	0.01	₹ 10,001.00	0.01	₹ 10,001.00
1W	0.08	₹ 10,008.00	0.10	₹ 10,010.00
1M	0.47	₹ 10,047.00	0.52	₹ 10,052.00
3M	2.16	₹ 10,216.00	2.31	₹ 10,231.00
6M	4.44	₹ 10,444.00	4.76	₹ 10,476.00
1Y	8.35	₹ 10,835.00	8.99	₹ 10,899.00
3Y	5.93	₹ 11,886.00	6.62	₹ 12,122.00
5Y	6.73	₹ 13,851.00	7.45	₹ 14,325.00
7Y	6.73	₹ 15,777.00	7.50	₹ 16,588.00
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	8.45	₹ 12,541.54	9.08	₹ 12,581.77
3Y	₹ 36000	7.06	₹ 40,064.36	7.74	₹ 40,469.72
5Y	₹ 60000	5.64	₹ 69,200.28	6.32	₹ 70,395.48
7Y	₹ 84000	6.22	₹ 104,802.35	6.94	₹ 107,529.66
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Axis Corporate Debt Fund NAV Regular Growth	Axis Corporate Debt Fund NAV Direct Growth
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
18-10-2024	16.0895	16.958
17-10-2024	16.097	16.9656
16-10-2024	16.0995	16.968
15-10-2024	16.1012	16.9695
14-10-2024	16.0947	16.9624
11-10-2024	16.0785	16.9445
10-10-2024	16.0747	16.9402
09-10-2024	16.073	16.9381
08-10-2024	16.05	16.9136
07-10-2024	16.0369	16.8996
04-10-2024	16.0371	16.8989
03-10-2024	16.0533	16.9158
01-10-2024	16.0582	16.9203
30-09-2024	16.045	16.9062
27-09-2024	16.0331	16.8928
26-09-2024	16.0407	16.9006
25-09-2024	16.0281	16.887

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