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Axis Credit Risk Fund(W-IDCW)

IDCW
10.300.05% (+0.00)

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Axis Credit Risk Fund(W-IDCW)

IDCW
DebtCredit Risk Fund
Small-size FundAssets Under Mgmt: ₹ 416 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
10.300.05% (+0.00)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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DebtCredit Risk Fund
Small-size FundAssets Under Mgmt: ₹ 416 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.808.307.54
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.148.195.63

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investments and 1% for remaining investment on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 100
BenchmarkBenchmark
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About Credit Risk Fund

Credit risk funds are the debt funds which majorly lend money to low rated companies. The companies have to pay higher interest for their low rating which makes the fund more riskier as compared to other debt funds.

Peers & Comparison

Comparing 3 mutual funds from 
DebtCredit Risk Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Credit Risk Fund(W-IDCW)-0.04%0.01%0.28%
HDFC Credit Risk Debt Fund-(Q-IDCW Reinv)1.33%-0.07%0.72%
ICICI Pru Credit Risk Fund(Q-IDCW Payout)0.40%0.08%1.02%
SBI Credit Risk Fund(IDCW-Payout)8.76%7.53%5.14%

Price Comparison

Compare Axis Credit Risk Fund(W-IDCW) with any MF, ETF, stock or index
Compare Axis Credit Risk Fund(W-IDCW) with any MF, ETF, stock or index
Axis Credit Risk Fund(W-IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
+1 moreREITs & InvITCash & EquivalentsGovernment SecuritiesCorporate Debt0.29%0.39%2.19%4.32%20.38%72.42%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+5 moreHome FinancingDiversified ChemicalsSpecialized FinanceG-SecOthers23.54 %8.43 %12.29 %12.79 %20.38 %22.56 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 245.56%8.08%7.92%12.96%22.29%22.56%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • 6.79% Government of India (07/10/2034)
    Sovereign
    3M change : 10.82 %|Sovereign

    Holdings

    10.82 %

    10.82 %
  • 7.18% Government of India (14/08/2033)
    Sov
    3M change : -8.83 %|Sov

    Holdings

    5.40 %

    -8.83 %
  • 8.35% Godrej Industries Limited (12/12/2025) **
    CRISIL AA
    3M change : 0.23 %|CRISIL AA

    Holdings

    4.81 %

    0.23 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    71

  • Total AUM

    ₹ 3,19,688.04 Cr.

Fund Manager Profile

Devang Shah

AUM:  ₹92,825.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Akhil Thakker

AUM:  ₹2,355.09 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

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One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Opinions and Fund Reviews

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