Axis Credit Risk Fund Overview
Category Credit Risk Fund
BMSMONEY Rank 7
BMSMONEY Rating
Gro. Opt. As On: 17-01-2025
NAV ₹20.53(R) +0.01% ₹22.88(D) +0.01%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 7.96% 6.38% 6.61% 6.2% 6.76%
LumpSum (D) 8.75% 7.24% 7.57% 7.26% 7.89%
SIP (R) -8.66% 5.44% 6.07% 5.42% 5.63%
SIP (D) -7.99% 6.27% 6.96% 6.35% 6.67%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.56 -0.18 0.6 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
0.95% 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
Nippon India Credit Risk Fund 3

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Axis Credit Risk Fund - Direct Plan - Monthly IDCW 10.12
0.0000
0.0100%
Axis Credit Risk Fund - Regular Plan - Monthly IDCW 10.12
0.0000
0.0100%
Axis Credit Risk Fund - Regular Plan - Weekly IDCW 10.18
0.0000
0.0100%
Axis Credit Risk Fund - Direct Plan - Weekly IDCW 10.31
0.0000
0.0100%
Axis Credit Risk Fund - Regular Plan - Growth 20.53
0.0000
0.0100%
Axis Credit Risk Fund - Direct Plan - Growth 22.88
0.0000
0.0100%

Review Date: 17-01-2025

Axis Credit Risk Fund has exhibited 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 7.96% in 1 year, 6.38% in 3 years, 6.61% in 5 years and 6.76% in 10 years. The category average for the same periods is 7.85%, 9.45%, 6.82% and 6.4% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 0.95, 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, -0.23, -0.51, 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 ₹10875.0 in 1 year, ₹12333.0 in 3 years and ₹14403.0 in 5 years as of today (17-01-2025).
  2. An SIP of ₹1,000 per month in Axis Credit Risk Fund direct growth option would have grown to ₹11473.0 in 1 year, ₹39602.0 in 3 years and ₹71549.0 in 5 years as of today (17-01-2025).
  3. standard deviation of 0.95 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 % 0.41
0.46
0.25 | 0.63 10 | 14 Average
3M Return % 1.63
1.53
1.13 | 1.77 5 | 14 Good
6M Return % 3.90
3.86
2.47 | 7.06 7 | 14 Good
1Y Return % 7.96
7.85
5.93 | 12.05 6 | 14 Good
3Y Return % 6.38
9.45
4.91 | 39.67 9 | 13 Average
5Y Return % 6.61
6.82
3.14 | 10.48 8 | 13 Good
7Y Return % 6.20
5.25
-1.47 | 7.57 6 | 13 Good
10Y Return % 6.76
6.40
3.00 | 7.75 4 | 9 Good
1Y SIP Return % -8.66
-8.74
-10.99 | -4.28 7 | 14 Good
3Y SIP Return % 5.44
6.37
4.55 | 11.03 9 | 13 Average
5Y SIP Return % 6.07
8.07
4.96 | 23.44 11 | 13 Average
7Y SIP Return % 5.42
6.16
3.43 | 12.68 8 | 13 Good
10Y SIP Return % 5.63
5.38
2.38 | 6.68 5 | 9 Good
Standard Deviation 0.95
7.08
0.91 | 70.73 2 | 13 Very Good
Semi Deviation 0.79
1.84
0.73 | 11.98 5 | 13 Good
Max Drawdown % -0.57
-0.72
-2.85 | -0.26 7 | 13 Good
VaR 1 Y % 0.00
-0.23
-1.48 | 0.00 8 | 13 Good
Average Drawdown % -0.57
-0.51
-1.08 | -0.26 10 | 13 Average
Sharpe Ratio -0.56
-0.23
-1.39 | 0.68 9 | 13 Average
Sterling Ratio 0.60
0.89
0.37 | 3.85 9 | 13 Average
Sortino Ratio -0.18
1.15
-0.40 | 14.66 9 | 13 Average
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.48 0.52 0.28 | 0.71 9 | 14
3M Return % 1.83 1.72 1.21 | 1.97 4 | 14
6M Return % 4.30 4.27 2.65 | 7.53 6 | 14
1Y Return % 8.75 8.69 6.29 | 13.05 5 | 14
3Y Return % 7.24 10.29 5.92 | 40.08 9 | 13
5Y Return % 7.57 7.65 3.92 | 10.80 8 | 13
7Y Return % 7.26 6.09 -1.21 | 8.32 6 | 13
10Y Return % 7.89 7.29 3.95 | 8.57 4 | 9
1Y SIP Return % -7.99 -8.06 -10.69 | -3.47 5 | 14
3Y SIP Return % 6.27 7.21 5.56 | 11.39 9 | 13
5Y SIP Return % 6.96 8.91 5.99 | 23.82 10 | 13
7Y SIP Return % 6.35 6.96 4.18 | 12.97 8 | 13
10Y SIP Return % 6.67 6.24 3.20 | 7.45 5 | 9
Standard Deviation 0.95 7.08 0.91 | 70.73 2 | 13
Semi Deviation 0.79 1.84 0.73 | 11.98 5 | 13
Max Drawdown % -0.57 -0.72 -2.85 | -0.26 7 | 13
VaR 1 Y % 0.00 -0.23 -1.48 | 0.00 8 | 13
Average Drawdown % -0.57 -0.51 -1.08 | -0.26 10 | 13
Sharpe Ratio -0.56 -0.23 -1.39 | 0.68 9 | 13
Sterling Ratio 0.60 0.89 0.37 | 3.85 9 | 13
Sortino Ratio -0.18 1.15 -0.40 | 14.66 9 | 13
Return data last Updated On : Jan. 17, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
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 0.09 ₹ 10,009.00
1M 0.41 ₹ 10,041.00 0.48 ₹ 10,048.00
3M 1.63 ₹ 10,163.00 1.83 ₹ 10,183.00
6M 3.90 ₹ 10,390.00 4.30 ₹ 10,430.00
1Y 7.96 ₹ 10,796.00 8.75 ₹ 10,875.00
3Y 6.38 ₹ 12,040.00 7.24 ₹ 12,333.00
5Y 6.61 ₹ 13,775.00 7.57 ₹ 14,403.00
7Y 6.20 ₹ 15,240.00 7.26 ₹ 16,329.00
10Y 6.76 ₹ 19,242.00 7.89 ₹ 21,370.00
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 -8.66 ₹ 11,428.39 -7.99 ₹ 11,473.30
3Y ₹ 36000 5.44 ₹ 39,107.84 6.27 ₹ 39,602.23
5Y ₹ 60000 6.07 ₹ 69,967.08 6.96 ₹ 71,549.16
7Y ₹ 84000 5.42 ₹ 101,868.31 6.35 ₹ 105,304.42
10Y ₹ 120000 5.63 ₹ 160,220.40 6.67 ₹ 169,161.24
15Y ₹ 180000 ₹ ₹


Date Axis Credit Risk Fund NAV Regular Growth Axis Credit Risk Fund NAV Direct Growth
17-01-2025 20.5261 22.8766
16-01-2025 20.5245 22.8744
15-01-2025 20.5019 22.8487
14-01-2025 20.4933 22.8385
13-01-2025 20.487 22.831
10-01-2025 20.5105 22.8558
09-01-2025 20.5037 22.8477
08-01-2025 20.502 22.8454
07-01-2025 20.5057 22.849
06-01-2025 20.4953 22.8369
03-01-2025 20.4804 22.8188
02-01-2025 20.4733 22.8105
01-01-2025 20.4706 22.807
31-12-2024 20.4694 22.8052
30-12-2024 20.4591 22.7932
27-12-2024 20.4521 22.784
26-12-2024 20.4492 22.7802
24-12-2024 20.4492 22.7793
23-12-2024 20.4396 22.7681
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

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.