Axis Credit Risk Fund - Regular Plan - Growth
Expense Ratio: 1.57
Risk: High
Debt Scheme - Credit Risk Fund
Plan: Regular
Benchmark: CRISIL Credit Risk Debt B-II Index
Inception: 25-06-2014
Exit Load: Nil
Fund Size:₹363.14 Cr
Performance
1Y
Fund7.60%
Cat. Avg.7.26%
2Y
Fund8.33%
Cat. Avg.9.37%
3Y
Fund7.95%
Cat. Avg.8.89%
5Y
Fund6.85%
Cat. Avg.7.79%
10Y
Fund6.71%
Cat. Avg.6.68%
SI
Fund7.22%
Cat. Avg.7.43%
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 | Clearing Corporation of India Ltd | 33.46 | 9.26% |
| 2 | Jubilant Bevco Limited (31/05/2028) (ZCB) | 16.66 | 4.61% |
| 3 | 8.4% Narayana Hrudayalaya Limited (15/02/2030) | 15.05 | 4.16% |
| 4 | 7.45% Altius Telecom Infrastructure Trust (20/04/2035) | 14.97 | 4.14% |
| 5 | 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) | 14.96 | 4.14% |
| 6 | 9.40% Vedanta Aluminium Metal Limited (20/02/2027) | 12.06 | 3.34% |
| 7 | 5% GMR Airports Limited (13/02/2027) | 10.50 | 2.90% |
| 8 | 9.5% Delhi International Airport Limited (22/03/2034) | 10.35 | 2.86% |
| 9 | 8.58% GMR Hyderabad International Airport Limited (28/03/2034) | 10.34 | 2.86% |
| 10 | JSW Kalinga Steel Limited (23/03/2029) (ZCB) | 10.27 | 2.84% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62341 | +3.9% | +8.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.2% | +8.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.03 L. | +12.7% | +8.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.63 L. | +20.9% | +7.7% |
| 10Y | 08 Aug, 16 | 6 L. | 8.54 L. | +42.3% | +6.9% |
| SI | 07 Aug, 14 | 7.20 L. | 11.06 L. | +53.6% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.08 L. | +7.5% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.17 L. | +17.3% | +8.3% |
| 3Y | 20 Jul, 23 | 1 L. | 1.26 L. | +25.8% | +7.9% |
| 5Y | 20 Jul, 21 | 1 L. | 1.39 L. | +39.3% | +6.8% |
| 10Y | 20 Jul, 16 | 1 L. | 1.92 L. | +91.5% | +6.7% |
| SI | 21 Jul, 14 | 1 L. | 2.31 L. | +130.9% | +7.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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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.