Axis Credit Risk Fund - Regular Plan - Growth
(Erstwhile Axis Fixed Income Opportunities Fund - Regular Plan - Growth)
Fund House: Axis Mutual Fund| Category: Debt: Credit Risk |
| Launch Date: 15-07-2014 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Credit Risk Debt B-II Index |
| TER: 1.57% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 424.29 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: :If red/swtout within 12 mnths from the date of alltmnt:For 10% of inv.ment:Nil on FIFO, For rem. inv.ment:1% w.e.f 10/11/2017. If red/swout within 12 mnths from date of alltmnt:For 30% of inv.ment:Nil on FIFO, For rem. inv.ment 1.5% if red/swtout within 1 year, 1% if redeemed/swithout after 1 year before 2 years, 0.5% after 2year and upto 3years from the date of alltmnt w.e.f 14/12/2015. If redeemed/switchout within 12 mnths for 10% of inv.ment: Nil on FIFO, For remaining inv.ment 1% w.e.f 22/06/2015. -1% if redeemed/switchout within 1 year w.e.f 15/05/2015. 1% if redeemed/switchout within 1 year from dt of alltmnt, 0.5% if redeemed/switchout within 1-2 years from dt of alltmnt w.e.f 17/09/2014. -0.5% if redeemed/switchout upto 3 mnths |
20.315
0.01 (0.03%)
7.05%
Benchmark: 7.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 0.96 |
| Sharpe Ratio | 0.28 |
| Alpha | 3.65 |
| Beta | 1.69 |
| Yield to Maturity | 8.45 |
| Average Maturity | 2.84 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 8.02 | 7.48 | 6.22 | 6.63 | 6.88 |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 05-04-2015 | 11.76 | 9.3 | 8.47 | 7.58 | - |
| ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 8.61 | 7.97 | 6.81 | 7.45 | 7.85 |
| HDFC Credit Risk Debt Fund - Growth Option | 05-03-2014 | 8.3 | 7.42 | 6.11 | 7.25 | 7.74 |
| Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option | 23-01-2015 | 8.18 | 7.71 | 6.56 | 8.07 | - |
| Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 8.11 | 7.94 | 6.56 | 5.11 | 6.03 |
| SBI Credit Risk Fund - Regular Plan - Growth | 01-07-2004 | 7.89 | 8.09 | 6.67 | 6.89 | 7.53 |
| UTI Credit Risk Fund - Regular Plan - Growth Option | 10-11-2012 | 7.87 | 7.26 | 5.98 | 0.96 | 3.08 |
| DSP Credit Risk Fund - Regular Plan -Growth | 05-05-2003 | 7.67 | 11.51 | 10.57 | 7.9 | 6.78 |
| Kotak Credit Risk Fund - Growth | 01-05-2010 | 7.43 | 6.9 | 4.68 | 5.31 | 6.8 |
Scheme Characteristics
Minimum investment in corporate bonds - 65% of total assets (investment in below highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.0%
Others
99.03%
Mid Cap
0.97%
