Formerly Axis Corp Debt Optys Reg Gr
₹ 13.1025
NAV (Mar 02)
Neutral
However, Scripbox does not recommend investing in corporate bond mutual funds.
Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Track Record
4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
4,190 Cr. Medium within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high when interest rates change
Credit Quality Of Fund's Portfolio
Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Scheme Information
The Scheme seeks to provide steady income and capital appreciation by investing in corporate debt. There is no assurance or guarantee that the objectives of the Scheme will be realized.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
0.93 %
Expense Ratio
Jul 13, 2017
Launched (4y ago)
₹ 4,190
AUM in Crores
INF846K01ZU1
ISIN
No Lock-in
Lock-in
IISL NIFTY Corporate Bond Index TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
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₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
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₹ 21,867 Cr
Fund Size
16.4%
3Y returns
Liquid
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₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
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₹ 23,571 Cr
Fund Size
4.6%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.1%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Axis Corporate Debt Fund (G) is a corporate bond debt fund and has delivered an annualised return of 7.7% over a period of 4 years .The fund was previously known as Axis Corp Debt Optys Reg Gr.The fund is managed by Axis Asset Management Company Limited.The fund manager’s name is Devang Shah.
The Scheme seeks to provide steady income and capital appreciation by investing in corporate debt. There is no assurance or guarantee that the objectives of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The Axis Corporate Debt Fund (G) fund was launched on Jul 13, 2017. The NAV (Net Asset Value) of this corporate bond debt as of 2021-03-02 is ₹ 13.1025. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 4189.487. The category risk of the Axis Corporate Debt Fund (G) fund is Moderate Risk. The fund charges 0.93 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 62.6% in this asset class. The top three holdings of the fund are motherson sumi systems limited,7.32% govt stock 2024 and embassy office parks reit
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to IISL NIFTY Corporate Bond Index TR INR.
Axis Corporate Debt Fund (G) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Axis Corporate Debt Fund (G) has a score of 3 out of 5. The credit risk of the fund is 3 out of 5 as compared to other debt funds.