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Axis Credit Risk Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-17)
21.55 0.05%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
If redeemed/switched-out within 12 months from the date of allotment: For 10% of investment: Nil. For remaining investment: 1%. If redeemed/switched out after 12 months from the date of allotment: Nil.
Risk
N/A
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-10 ₹1,000.00 ₹1,001.42
0.14 %
Two Week 2025-07-02 ₹1,000.00 ₹1,002.95
0.30 %
One Month 2025-06-17 ₹1,000.00 ₹1,006.22
0.62 %
Three Months 2025-04-21 ₹3,000.00 ₹3,035.76
1.19 %
Six Months 2025-01-20 ₹6,000.00 ₹6,164.73
2.75 %
One Year 2024-07-18 ₹12,000.00 ₹12,606.60
5.06 %
Three Year 2022-07-18 ₹36,000.00 ₹40,856.48
13.49 %
Five Year 2020-07-20 ₹60,000.00 ₹72,314.61
20.52 %
Ten Year 2015-07-20 ₹120,000.00 ₹170,716.28
42.26 %
Since Inception 2014-07-15 ₹135,000.00 ₹198,640.72
47.14 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 0%
Debt 80%
Others 5%

Sectors Holding in Axis Credit Risk Fund - Regular Plan - Growth

Construction
0%
Transport Infrastructure
0%
Other
85%

Companies Holding in Axis Credit Risk Fund - Regular Plan - Growth

Capital Infra Trust
0.40%
Indus Infra Trust
0.33%
7.18% Government Of India (14/08/2033)
6.45%
8% Kohima-Mariani Transmission Limited (30/06/2027)
5.52%
9.25% Birla Corporation Limited (18/08/2026)
4.51%
8.60% Aditya Birla Renewables Limited (24/09/2027)
4.24%
7.45% Altius Telecom Infrastructure Trust (20/04/2035)
4.24%
8.4% Narayana Hrudayalaya Limited (15/02/2030)
4.23%
8.5% Nirma Limited (07/04/2027)
4.22%
8.6% Infopark Properties Limited (19/06/2039)
4.20%
8.1% Aditya Birla Real Estate Limited (25/04/2026)
4.18%
8.94% Truhome Finance Limited (26/12/2025)
4.17%
9.52% Delhi International Airport Limited (22/06/2027)
4.15%
6.79% Government Of India (07/10/2034)
4.06%
9.40% Vedanta Limited (20/02/2027)
3.34%
9.75% Nuvama Wealth Finance Limited (17/01/2028)
3.32%
6.92% Government Of India (18/11/2039)
2.90%
8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027)
2.82%
Bamboo Hotel And Global Centre (Delhi) Private Limited (31/01/2028)
2.79%
10.157% Profectus Capital Private Limited (16/07/2027)
2.79%
9.75% Veritas Finance Private Limited (28/11/2026)
2.79%
8.5% DLF Home Developers Limited (30/04/2027)
2.78%
9.65% Vistaar Financial Services Private Limited (18/06/2026)
2.78%
8.95% Aptus Finance India Private Limited (06/03/2029)
2.76%
8.65% Aadhar Housing Finance Limited (20/08/2027)
2.26%
9.9% Tyger Capital Private Limited (13/08/2027)
2.22%
7.1% Government Of India (08/04/2034)
1.46%
7.73% Embassy Office Parks REIT (14/12/2029)
1.42%
8.4% DLF Cyber City Developers Limited (18/06/2027)
1.13%
7.18% Tamilnadu State Development Loans (27/08/2036)
0.40%
7.26% Government Of India (06/02/2033)
0.15%
7.59% Government Of India (20/03/2029)
0.15%
7.59% Government Of India (11/01/2026)
0.02%
SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2
0.48%
Clearing Corporation Of India Ltd
0.52%
Net Receivables / (Payables)
5.86%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Devang Shah
Experience
Akhil Thakker
Experience
Mr. Devang Shah
19 years Experience
Mr. Akhil Thakker
13 years Experience

Exit load

If redeemed/switched-out within 12 months from the date of allotment: For 10% of investment: Nil. For remaining investment: 1%. If redeemed/switched out after 12 months from the date of allotment: Nil.

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