Axis Credit Risk Fund - Direct Plan - Monthly IDCW
Expense Ratio: 0.8
Risk: High
Debt Scheme - Credit Risk Fund
Plan: Direct
Benchmark: CRISIL Credit Risk Debt B-II Index
Inception: 25-06-2014
Exit Load: Nil
Fund Size:₹363.14 Cr
Performance
1Y
Fund0.76%
Cat. Avg.7.98%
2Y
Fund0.69%
Cat. Avg.10.22%
3Y
Fund0.52%
Cat. Avg.9.78%
5Y
Fund0.14%
Cat. Avg.8.68%
10Y
Fund0.13%
Cat. Avg.7.60%
SI
Fund0.18%
Cat. Avg.8.37%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Jubilant Bevco Limited (31/05/2028) (ZCB) | 16.27 | 4.64% |
| 2 | JTPM Metal Traders Limited (29/09/2028) (ZCB) | 15.57 | 4.44% |
| 3 | 7.61% Government of India (09/05/2030) | 15.44 | 4.40% |
| 4 | 8.6% Infopark Properties Limited (19/06/2039) | 14.99 | 4.27% |
| 5 | 8.4% Narayana Hrudayalaya Limited (15/02/2030) | 14.96 | 4.26% |
| 6 | 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) | 14.90 | 4.25% |
| 7 | 7.45% Altius Telecom Infrastructure Trust (20/04/2035) | 14.78 | 4.21% |
| 8 | 7.24% Government of India (18/08/2055) | 14.12 | 4.02% |
| 9 | 9.40% Vedanta Limited (20/02/2027) | 12.02 | 3.42% |
| 10 | 5% GMR Airports Limited (13/02/2027) | 10.35 | 2.95% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60378 | +0.6% | +1.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +0.9% | +1.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.82 L. | +1.2% | +0.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.04 L. | +1.3% | +0.5% |
| 10Y | 08 Aug, 16 | 6 L. | 6.10 L. | +1.6% | +0.3% |
| SI | 07 Aug, 14 | 7.20 L. | 7.32 L. | +1.6% | +0.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.01 L. | +0.8% | +0.8% |
| 2Y | 16 Jul, 24 | 1 L. | 1.01 L. | +1.4% | +0.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.01 L. | +1.5% | +0.5% |
| 5Y | 16 Jul, 21 | 1 L. | 1.01 L. | +0.7% | +0.1% |
| 10Y | 18 Jul, 16 | 1 L. | 1.01 L. | +1.2% | +0.1% |
| SI | 21 Jul, 14 | 1 L. | 1.02 L. | +2.2% | +0.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.