Debt Credit Risk Fund High Risk
To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Credit Risk Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.71% | 1.58% | 2.87% | 4.94% | 7.01% | 8.03% | 7.61% | 7.08% | 6.63% | 6.68% | 7.17% |
| Category returns | 1.5% | 2.14% | 3.88% | 5.58% | 7.61% | 9.39% | 8.71% | 7.95% | 9.21% | 6.41% | N/A |
| Absolute returns | 0.65% | 1.39% | 2.76% | 5.13% | 6.69% | 16.73% | 24.7% | 33.37% | 37.97% | 90.91% | 128.26% |
| Rank within category | 8 | 7 | 6 | 5 | 6 | 8 | 8 | 10 | 11 | 8 | N/A |
| Total Schemes in Category | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | N/A |
| Credit Risk Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 9.79% | 6.43% | 5.89% | 4.35% | 8.21% | 5.98% | 4.02% | 7.01% | 8.05% | 8.75% | 2.54% |
| Q1 returns | 2.32% | 1.61% | 1.61% | 2.27% | 2.19% | 1.43% | 1.16% | 1.73% | 2.01% | 2.1% | 1.03% |
| Q2 returns | 2.11% | 2.1% | 0.42% | -2.29% | 1.18% | 1.71% | -0.3% | 1.91% | 1.77% | 2.65% | 1.5% |
| Q3 Returns | 2.84% | 1.84% | 1.3% | 2.06% | 2.23% | 1.77% | 1.51% | 1.51% | 2.32% | 1.83% | N/A |
| Q4 Returns | 2.17% | 0.75% | 2.45% | 2.32% | 2.38% | 0.94% | 1.6% | 1.68% | 1.71% | 1.89% | N/A |
Expense ratio: 1.57%
Inclusive of GST
Exit load
Nil for 10% of investments and 1% for remaining investment on or before 12M, Nil after 12M
| Alpha | 0.0807666 |
| Beta | 0.2536 |
| Sharpe Ratio | 0.313273 |
| Sortino Ratio | 0.312781 |
| R-Squared | 0.5296 |
| Tracking Error | 0.5723 |
| Downside Risk | 0.5778 |
| Std. Deviation (Annualised) | 0.8806 |
| Credit Risk Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DSP Credit Risk Fund - Regular Plan - Growth | 5.87% | 5.07% | 5.98% | 7.1% | 9.53% | 15.51% | 11.95% | 8.02% | 7.56% | 222.83 | 1.23 | 0.28 | Moderately High |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 0.94% | 2.04% | 6.69% | 8.99% | 11.83% | 11.81% | 9.74% | 8.43% | 8.49% | 1,178.19 | 1.66 | 0.49 | High |
| HSBC Credit Risk Fund - Regular Plan - Growth | 0.52% | 1.24% | 2.26% | 3.58% | 5.25% | 10.78% | 8.45% | 7.03% | 7.6% | 475.54 | 1.64 | 0.18 | Moderate |
| Bank of India Credit Risk Fund - Regular Plan - Growth | 5.87% | 6.98% | 13.42% | 15.37% | 16.91% | 9.56% | 27.66% | 2.44% | 3.14% | 100.26 | 1.38 | 0.12 | Moderately High |
| Invesco India Credit Risk Fund - Regular Plan - Growth | 1.84% | 2.18% | 3.4% | 4.47% | 5.98% | 8.13% | 6.93% | 5.66% | 6.26% | 159.38 | 1.45 | 0.23 | Moderate |
| ICICI Prudential Credit Risk Fund - Growth | 0.87% | 1.24% | 2.95% | 5.18% | 7.61% | 8.04% | 7.26% | 7.78% | 8.21% | 5,833.83 | 1.38 | 0.45 | High |
| Nippon India Credit Risk Fund - Growth | 0.71% | 1.65% | 2.84% | 4.59% | 7.15% | 8.02% | 8.33% | 5.92% | 6.45% | 1,057.55 | 1.48 | 0.54 | High |
| Axis Credit Risk Fund - Regular Plan - Growth Current | 0.71% | 1.58% | 2.87% | 4.94% | 7.01% | 7.61% | 6.63% | 6.68% | 7.17% | 351.04 | 1.57 | 0.38 | High |
| Baroda BNP Paribas Credit Risk Fund - Regular Plan - Growth | 0.52% | 1.43% | 2.49% | 4.28% | 6.34% | 7.54% | 8.32% | 7.46% | 7.8% | 174.61 | 1.61 | 0.39 | Moderately High |
| SBI Credit Risk Fund - Regular Plan - Growth | 0.57% | 1.69% | 2.79% | 4.34% | 6.26% | 7.39% | 6.81% | 7.14% | 7.45% | 2,138.91 | 1.55 | 0.30 | High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Corporate Debt | 73.28% |
| Government Securities | 7.99% | |
| Cash & Cash Equivalents and Net Assets | 6.11% | |
| PTC & Securitized Debt | 2.75% | |
| REITs & InvITs | 7.94% | |
| Floating Rate Instruments | 1.41% | |
| Alternative Investment Fund | 0.52% | |
| Derivatives-Options (Others) | 0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 100.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Jubilant Bevco Limited (31/05/2028) (ZCB) ** | Corporate Debt | 4.62% | |
| JTPM Metal Traders Limited (29/09/2028) (ZCB) ** | Corporate Debt | 4.45% | |
| 8.6% Infopark Properties Limited (19/06/2039) ** | Corporate Debt | 4.24% | |
| 8.4% Narayana Hrudayalaya Limited (15/02/2030) ** | Corporate Debt | 4.20% | |
| 8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027) ** | Corporate Debt | 4.20% | |
| 7.45% Altius Telecom Infrastructure Trust (20/04/2035) ** | Corporate Debt | 4.14% | |
| 6.48% Government of India (06/10/2035) | Government Securities | 4.09% | |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 3.76% | |
| 9.40% Vedanta Limited (20/02/2027) ** | Corporate Debt | 3.39% | |
| 5% GMR Airports Limited (13/02/2027) ** | Corporate Debt | 2.94% | |
| 8.58% GMR Hyderabad International Airport Limited (28/03/2034) ** | Corporate Debt | 2.87% | |
| 9.5% Delhi International Airport Limited (22/03/2034) ** | Corporate Debt | 2.84% | |
| JSW Kalinga Steel Limited (23/03/2029) (ZCB) ** | Corporate Debt | 2.84% | |
| Bamboo Hotel And Global Centre (Delhi) Private limited (31/01/2028) ** | Corporate Debt | 2.83% | |
| 9.75% Veritas Finance Private Limited (28/11/2026) ** | Corporate Debt | 2.83% | |
| 8.8% 360 One Prime Limited (22/06/2028) ** | Corporate Debt | 2.80% | |
| 8.20% Adani Power Limited (25/01/2029) ** | Corporate Debt | 2.80% | |
| 9.5% Kogta Financial (India) Limited (30/10/2027) ** | Corporate Debt | 2.79% | |
| 6.68% Government of India (07/07/2040) | Government Securities | 2.67% | |
| 9.5% Keystone Realtors Limited (29/09/2028) ** | Corporate Debt | 2.38% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 2.35% | |
| 9.4% IKF Finance Limited (12/08/2027) ** | Corporate Debt | 2.34% | |
| 7.96% Lodha Developers Limited (07/07/2028) ** | Corporate Debt | 2.25% | |
| 9.01% Hiranandani Financial Services Private Limited (30/03/2029) ** | Corporate Debt | 2.23% | |
| 8.95% Aptus Finance India Private Limited (06/03/2029) ** | Corporate Debt | 2.11% | |
| Radhakrishna Securitisation Trust (28/09/2028) ** | PTC & Securitized Debt | 1.93% | |
| Capital Infra Trust | REITs & InvITs | 1.91% | |
| Raajmarg Infra Investment Trust | REITs & InvITs | 1.82% | |
| 8.75% Aptus Value Housing Finance India Limited (11/03/2030) ** | Corporate Debt | 1.58% | |
| Jubilant Beverages Limited (31/05/2028) (ZCB) ** | Corporate Debt | 1.53% | |
| IndiGrid Infrastructure Trust | REITs & InvITs | 1.42% | |
| 9.31% Vedanta Limited (03/12/2027) ** | Corporate Debt | 1.41% | |
| 360 One Prime Limited (25/07/2028) (FRN) ** | Floating Rate Instruments | 1.41% | |
| 8.60% Aditya Birla Renewables Limited (24/09/2027) ** | Corporate Debt | 1.41% | |
| Knowledge Realty Trust | REITs & InvITs | 1.06% | |
| Cube Highways Trust - (CUBEINVIT) | REITs & InvITs | 0.94% | |
| Shivshakti Securitisation Trust (28/09/2029) ** | PTC & Securitized Debt | 0.83% | |
| 9.65% Vistaar Financial Services Private Limited (18/06/2026) ** | Corporate Debt | 0.71% | |
| Citius Transnet Investment Trust | REITs & InvITs | 0.60% | |
| 7.18% Government of India (14/08/2033) | Government Securities | 0.57% | |
| 9.75% Nuvama Wealth Finance Limited (17/01/2028) ** | Corporate Debt | 0.56% | |
| SBI - Corporate Debt Market Development Fund (CDMDF) - Class A2 | Alternative Investment Fund | 0.52% | |
| 7.18% Tamilnadu State Development Loans (27/08/2036) | Government Securities | 0.38% | |
| Embassy Office Parks REIT | REITs & InvITs | 0.19% | |
| 7.59% Government of India (20/03/2029) | Government Securities | 0.15% | |
| 7.26% Government of India (06/02/2033) | Government Securities | 0.14% | |
| Interest Rate Swaps Pay Floating Receive Fix -BARC (29/05/2028) (FV 500 Lacs) | Derivatives-Options (Others) | 0.00% | |
| Total | 100.00% |
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
Akhil Thakker joined Axis AMC in 2017. His area of expertise includes credit research across sectors and rating categories and is responsible for managing the Axis Credit Risk Fund and Axis Strategic Bond Fund.Over his career, Akhil has worked with marquee credit rating agencies in individual and leadership roles such as CRISIL Limited (2015-2017) and CARE Ratings Limited where he began his career (2010-2015).Qualification:- CFA (Level 3), Masters of Management Studies from K.J. Somaiya Institute of Management Studies & Research.
RETURNS
It is an Open ended scheme that primarily invests in Credit Risk Fund.
To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
The scheme benchmark is the CRISIL Credit Risk Debt Index
It is classified as High Risk, suitable for investors with a High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 6.69%
3-year: 7.63%
5-year: 6.64%
Top holdings include names such as:
The NAV is around ₹22.83 (approx.) for the Axis Credit Risk Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹354 Cr.
The expense ratio for the Regular Plan is 1.57.
Nil for 10% of investments and 1% for remaining investment on or before 12M, Nil after 12M.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Devang Shah, Akhil Thakker
This fund is suitable for investors with a High risk tolerance.
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