1M
6M
1Y
3Y
5Y
All
| NAV: 02 Dec 2024 | ₹22.71 |
| Min. SIP amount | ₹1,000 |
| Rating | 3 |
| Fund size | ₹430.38Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Credit Risk
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.1% | 7.2% | 7.6% | 8.2% |
| Category average | 8.3% | 9.0% | 6.6% | NA |
| Rank with in category | 6 | 9 | 8 | NA |
Understand terms
Peer Comparison
| Debt, Credit Risk funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Aditya Birla Sun Life Credit Risk Fund Direct Growth | 4 | 13.2% | 9.6% | 916.98 |
Baroda BNP Paribas Credit Risk Fund Direct Growth | 4 | 9.4% | 7.5% | 167.40 |
SBI Credit Risk Fund Direct Growth | 3 | 8.9% | 7.4% | 2,344.80 |
Nippon India Credit Risk Fund Direct Growth | 4 | 9.3% | 7.4% | 1,020.09 |
UTI Credit Risk Fund Direct Growth | 4 | 8.9% | 6.9% | 330.25 |
Holdings (35)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 12.23% |
GOI | Sovereign | GOI Sec | 5.29% |
Godrej Industries Ltd. | Consumer Staples | Debenture | 4.72% |
Kohima-Mariani Transmission Ltd. | Energy | NCD | 4.70% |
Tata Projects Ltd. | Construction | Debenture | 4.50% |
Birla Corporation Ltd. | Construction | Debenture | 3.82% |
Aadhar Housing Finance Ltd | Financial | Debenture | 3.57% |
Nirma Ltd. | Consumer Staples | Debenture | 3.56% |
Infopark Properties Ltd. | Construction | Debenture | 3.55% |
Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 3.54% |
Shriram Housing Finance Ltd. | Financial | NCD | 3.54% |
DLF Home Developers Ltd | Services | Debenture | 3.54% |
Delhi International Airport Ltd. | Services | Debenture | 3.54% |
Aditya Birla Real Estate Ltd. | Consumer Staples | Debenture | 3.53% |
CreditAccess Grameen Ltd. | Financial | Debenture | 2.59% |
Godrej Properties Ltd. | Construction | Debenture | 2.37% |
Aditya Birla Digital Fashion Ventures Ltd. | Services | Debenture | 2.37% |
Indostar Capital Finance Ltd. | Financial | NCD | 2.36% |
Profectus Capital Private Ltd. | Construction | Debenture | 2.36% |
Renserv Global Pvt Ltd. | Others | Debenture | 2.36% |
Vistaar Financial Services Pvt. Ltd. | Financial | Debenture | 2.35% |
Veritas Finance Private Ltd. | Financial | Debenture | 2.35% |
Spandana Sphoorty Financial Ltd. | Financial | Debenture | 2.12% |
Tyger Capital Pvt. Ltd. | Financial | Debenture | 1.88% |
Aadhar Housing Finance Ltd | Financial | Debenture | 1.18% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.18% |
Ess Kay Fincorp Ltd. | Financial | Debenture | 1.18% |
Poonawalla Housing Finance Ltd. | Financial | Debenture | 1.06% |
Embassy Office Parks REIT | Construction | REITs | 0.97% |
DLF Cyber City Developers Ltd. | Construction | NCD | 0.95% |
Kogta Financial India Ltd. | Financial | Debenture | 0.69% |
Ess Kay Fincorp Ltd. | Financial | Debenture | 0.29% |
GOI | Sovereign | GOI Sec | 0.12% |
GOI | Sovereign | GOI Sec | 0.01% |
Bharat Highways InvIT | Construction | InvITs | 0.00% |
See All
Pros and cons
Category: Debt Credit Risk
Pros
1Y, 5Y and 10Y annualised returns higher than category average
Cons
3Y annualised returns lower than category average by 1.88%
Higher expense ratio: 0.8%
Expense ratio, exit load and tax
Expense ratio: 0.80%
Inclusive of GST
Exit load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹1,000 |
Fund management
Devang ShahJun 2014 - PresentView details
Devang Shah
Jun 2014 - Present
View details
Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes
Akhil Bipin ThakkerNov 2021 - PresentView details
Akhil Bipin Thakker
Nov 2021 - Present
View details
Education
Mr. Thakker has done MBA in Finance from K J Somaiya Institute of Management
Experience
Prior to joining Axis Mutual Fund, he has worked with CRISIL Ltd and Credit Analysis & Research Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Axis Credit Risk Fund Direct Growth
VS
Add mutual fund to compare
MOST POPULAR ON GROWWVERSION - 5.5.7
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ