Axis Credit Risk Fund Overview
Category Credit Risk Fund
BMSMONEY Rank 7
BMSMONEY Rating
Gro. Opt. As On: 20-12-2024
NAV ₹20.42(R) -0.1% ₹22.74(D) -0.1%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 7.97% 6.28% 6.64% 6.16% 6.84%
LumpSum (D) 8.76% 7.14% 7.6% 7.22% 7.97%
SIP (R) -37.57% 1.82% 4.88% 5.66% 6.12%
SIP (D) -37.06% 2.68% 5.79% 6.64% 7.19%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.56 -0.18 0.59 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.96% 0.0% -0.57% - 0.79%
Top Credit Risk Fund
Fund Name Rank Rating
Aditya Birla Sun Life Credit Risk Fund 1
Icici Prudential Credit Risk Fund 2
Baroda BNP Paribas Credit Risk Fund 3

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Axis Credit Risk Fund - Direct Plan - Monthly IDCW 10.13
-0.0100
-0.1000%
Axis Credit Risk Fund - Regular Plan - Monthly IDCW 10.13
-0.0100
-0.1000%
Axis Credit Risk Fund - Regular Plan - Weekly IDCW 10.15
-0.0100
-0.1000%
Axis Credit Risk Fund - Direct Plan - Weekly IDCW 10.28
-0.0100
-0.1000%
Axis Credit Risk Fund - Regular Plan - Growth 20.42
-0.0200
-0.1000%
Axis Credit Risk Fund - Direct Plan - Growth 22.74
-0.0200
-0.1000%

Review Date: 20-12-2024

Axis Credit Risk Fund has shown average performance in the Credit Risk Fund category. The fund has rank of 7 out of 13 funds in the category. The fund has delivered return of 7.97% in 1 year, 6.28% in 3 years, 6.64% in 5 years and 6.84% in 10 years. The category average for the same periods is 7.9%, 9.32%, 6.65% and 6.47% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 0.96, VaR of 0.0, Average Drawdown of -0.57, Semi Deviation of 0.79 and Max Drawdown of -0.57. The category average for the same parameters is 7.08, -0.22, -0.54, 1.84 and -0.72 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Axis Credit Risk Fund direct growth option would have grown to ₹10876.0 in 1 year, ₹12298.0 in 3 years and ₹14424.0 in 5 years as of today (20-12-2024).
  2. An SIP of ₹1,000 per month in Axis Credit Risk Fund direct growth option would have grown to ₹9423.0 in 1 year, ₹37512.0 in 3 years and ₹69466.0 in 5 years as of today (20-12-2024).
  3. standard deviation of 0.96 and based on VaR one can expect to lose more than 0.0% of current value of fund in one year.
  4. Sharpe ratio of the fund is -0.56 which shows average performance of fund in the credit risk fund category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.51
0.51
0.32 | 0.62 9 | 14 Average
3M Return % 1.72
1.66
-0.16 | 4.33 4 | 14 Very Good
6M Return % 3.98
3.91
2.46 | 7.01 7 | 14 Good
1Y Return % 7.97
7.90
6.14 | 11.81 7 | 14 Good
3Y Return % 6.28
9.32
4.73 | 39.66 9 | 13 Average
5Y Return % 6.64
6.65
0.92 | 10.47 8 | 13 Good
7Y Return % 6.16
5.22
-1.44 | 7.50 6 | 13 Good
10Y Return % 6.84
6.47
3.07 | 7.81 4 | 9 Good
1Y SIP Return % -37.57
-37.63
-39.17 | -33.99 6 | 14 Good
3Y SIP Return % 1.82
3.00
0.72 | 10.36 9 | 13 Average
5Y SIP Return % 4.88
6.90
3.62 | 22.80 11 | 13 Average
7Y SIP Return % 5.66
6.33
3.31 | 12.52 8 | 13 Good
10Y SIP Return % 6.12
5.83
2.65 | 7.17 5 | 9 Good
Standard Deviation 0.96
7.08
0.91 | 70.73 2 | 13 Very Good
Semi Deviation 0.79
1.84
0.73 | 11.99 5 | 13 Good
Max Drawdown % -0.57
-0.72
-2.85 | -0.26 7 | 13 Good
VaR 1 Y % 0.00
-0.22
-1.48 | 0.00 8 | 13 Good
Average Drawdown % -0.57
-0.54
-1.08 | -0.26 9 | 13 Average
Sharpe Ratio -0.56
-0.23
-1.44 | 0.69 9 | 13 Average
Sterling Ratio 0.59
0.88
0.37 | 3.84 9 | 13 Average
Sortino Ratio -0.18
1.15
-0.41 | 14.70 9 | 13 Average
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.57 0.57 0.40 | 0.69 9 | 14
3M Return % 1.91 1.86 0.07 | 4.56 4 | 14
6M Return % 4.39 4.32 2.63 | 7.48 5 | 14
1Y Return % 8.76 8.74 6.50 | 12.81 5 | 14
3Y Return % 7.14 10.16 5.73 | 40.07 9 | 13
5Y Return % 7.60 7.47 1.69 | 10.79 8 | 13
7Y Return % 7.22 6.05 -1.17 | 8.25 6 | 13
10Y Return % 7.97 7.37 4.03 | 8.63 4 | 9
1Y SIP Return % -37.06 -37.10 -38.85 | -33.35 5 | 14
3Y SIP Return % 2.68 3.86 1.75 | 10.74 9 | 13
5Y SIP Return % 5.79 7.76 4.67 | 23.18 10 | 13
7Y SIP Return % 6.64 7.17 4.10 | 12.82 8 | 13
10Y SIP Return % 7.19 6.71 3.50 | 7.95 5 | 9
Standard Deviation 0.96 7.08 0.91 | 70.73 2 | 13
Semi Deviation 0.79 1.84 0.73 | 11.99 5 | 13
Max Drawdown % -0.57 -0.72 -2.85 | -0.26 7 | 13
VaR 1 Y % 0.00 -0.22 -1.48 | 0.00 8 | 13
Average Drawdown % -0.57 -0.54 -1.08 | -0.26 9 | 13
Sharpe Ratio -0.56 -0.23 -1.44 | 0.69 9 | 13
Sterling Ratio 0.59 0.88 0.37 | 3.84 9 | 13
Sortino Ratio -0.18 1.15 -0.41 | 14.70 9 | 13
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.10 ₹ 9,990.00 -0.10 ₹ 9,990.00
1W -0.09 ₹ 9,991.00 -0.07 ₹ 9,993.00
1M 0.51 ₹ 10,051.00 0.57 ₹ 10,057.00
3M 1.72 ₹ 10,172.00 1.91 ₹ 10,191.00
6M 3.98 ₹ 10,398.00 4.39 ₹ 10,439.00
1Y 7.97 ₹ 10,797.00 8.76 ₹ 10,876.00
3Y 6.28 ₹ 12,005.00 7.14 ₹ 12,298.00
5Y 6.64 ₹ 13,791.00 7.60 ₹ 14,424.00
7Y 6.16 ₹ 15,192.00 7.22 ₹ 16,285.00
10Y 6.84 ₹ 19,380.00 7.97 ₹ 21,526.00
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
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -37.57 ₹ 9,384.37 -37.06 ₹ 9,423.41
3Y ₹ 36000 1.82 ₹ 37,023.19 2.68 ₹ 37,512.14
5Y ₹ 60000 4.88 ₹ 67,883.34 5.79 ₹ 69,466.14
7Y ₹ 84000 5.66 ₹ 102,726.71 6.64 ₹ 106,372.22
10Y ₹ 120000 6.12 ₹ 164,351.28 7.19 ₹ 173,801.40
15Y ₹ 180000 ₹ ₹


Date Axis Credit Risk Fund NAV Regular Growth Axis Credit Risk Fund NAV Direct Growth
20-12-2024 20.4164 22.7409
19-12-2024 20.437 22.7633
18-12-2024 20.4523 22.7798
17-12-2024 20.442 22.7679
16-12-2024 20.4468 22.7727
13-12-2024 20.4339 22.7569
12-12-2024 20.4259 22.7476
11-12-2024 20.429 22.7505
10-12-2024 20.4317 22.7531
09-12-2024 20.4189 22.7383
06-12-2024 20.4083 22.7251
05-12-2024 20.4229 22.7409
04-12-2024 20.4102 22.7263
03-12-2024 20.3966 22.7107
02-12-2024 20.396 22.7095
29-11-2024 20.3671 22.6759
28-11-2024 20.3444 22.6501
27-11-2024 20.3437 22.6489
26-11-2024 20.3351 22.6388
25-11-2024 20.3321 22.635
22-11-2024 20.3149 22.6144
21-11-2024 20.313 22.6118

Fund Launch Date: 25/Jun/2014
Fund Category: Credit Risk Fund
Investment Objective: To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Description: An Open Ended Debt Scheme Predominantly Investing In AA And Below Rated Corporate Bonds (Excluding AA+ Rated Corporate Bonds
Fund Benchmark: NIFTY Credit Risk Bond Index
Source: Fund FactSheet

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