Axis Credit Risk Fund - Regular Plan - Monthly IDCW
Fund House: Axis Mutual Fund
Category: Debt: Credit Risk
Status: Open Ended Schemes
Launch Date: 15-07-2014
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 100.0
Benchmark: CRISIL Credit Risk Debt B-II Index
Total Assets: 367.84 As on (31-12-2025)
Expense Ratio: 1.57% As on (31-12-2025)
Turn over: 81.00% | Exit Load: If redeemed / switched-out within 1 month from the date of allotment: a) For 10% of investment: Nil. b) For remaining investment: 1%. If redeemed/switched out after 1 month from the date of allotment: Nil.
NAV as on 06-02-2026
10.1285
-0.005
CAGR Since Inception
6.15%
CRISIL Credit Risk Debt B-II Index 7.18%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Credit Risk Fund - Regular Plan - Monthly IDCW | 8.25 | 7.82 | 6.78 | 6.05 | 6.15 |
| Benchmark | - | - | - | - | - |
| Debt: Credit Risk | 10.25 | 8.76 | 9.21 | 6.45 | 6.8 |
Funds Manager
Mr. Devang Shah, Mr. Akhil Thakker
RETURNS CALCULATORS for Axis Credit Risk Fund - Regular Plan - Monthly IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Credit Risk Fund - Regular Plan - Monthly IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Credit Risk Fund - Regular Plan - Monthly IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Credit Risk Reg Mly IDCW | 15-07-2014 | 8.25 | 8.19 | 7.82 | 6.78 | 6.05 |
| HSBC Credit Risk Fund Reg Gr | 01-01-2013 | 19.73 | 13.31 | 10.99 | 8.55 | 7.16 |
| DSP Credit Risk Reg Gr | 05-05-2003 | 18.05 | 12.82 | 13.8 | 10.68 | 7.59 |
| ABSL Credit Risk Reg Gr | 05-04-2015 | 16.69 | 14.34 | 11.87 | 9.85 | 8.51 |
| Bank of India Credit Risk Reg | 27-02-2015 | 11.51 | 8.79 | 7.69 | 27.14 | 2.04 |
| ICICI Pru Credit Risk Gr | 05-12-2010 | 9.11 | 8.59 | 8.48 | 7.36 | 7.87 |
| Invesco India Credit Risk Reg Gr | 04-09-2014 | 8.57 | 7.91 | 9.21 | 6.77 | 5.71 |
| Nippon India Credit Risk Gr | 01-06-2005 | 8.44 | 8.39 | 8.27 | 8.43 | 6.03 |
| Kotak Credit Risk Gr | 01-05-2010 | 8.41 | 7.72 | 7.73 | 5.9 | 6.74 |
| Axis Credit Risk Reg Gr | 15-07-2014 | 8.28 | 8.18 | 7.82 | 6.78 | 6.81 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Credit Risk Fund - Regular Plan - Monthly IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Credit Risk Fund - Regular Plan - Monthly IDCW | 0.96 | - | - | - | 8.22 | 2.49 |
| Debt: Credit Risk | - | - | - | - | - | - |