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  • Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (Dividend Payout - Weekly)

Formerly Axis Fixed Income Opp Fund Reg Wk DP

Axis Mutual Fund

Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (Dividend Payout - Weekly)

DebtCredit Risk

10.1638

NAV (Oct 21)

5.7%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in credit risk mutual funds.

However, Scripbox does not recommend investing in credit risk mutual funds.

Credit Risk Funds are mandated to invest more than 65% of the portfolio in Corporate Bonds rated AA or below.

These instruments carry a high default risk.

The events of the recent past have shown the impact of poor credit quality on such funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

755 Cr. Medium within the category

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

High Credit Risk. The fund has a lower credit quality compared to other debt funds

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Short Term Money

Short Term Money

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

10.1638

NAV (Oct 21)

Fund Returns

Last 1Y
6.7%
Last 3Y
5.7%
Last 5Y
5.1%
Last 10Y
NA
Since Inception
5.8%
6 Month CAGR
3.2%
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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
1.68
Launched (7y ago)
Jul 15, 2014
AUM in Crores
754.808
ISIN
INF846K01PP2
Lock-in
No Lock-in
Benchmark
IISL NIFTY Credit Risk Bond Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Devang Shah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,506 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7.2%

    recommended-badge

    24.3%

    14.2%

    recommended-badge

    29.3%

    20.1%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    4.1%

    5.5%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W)

    About Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W)

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) is a Credit Risk Debt fund and has delivered an annualised return of 5.8% over a period of 7 years. The fund was previously known as Axis Fixed Income Opp Fund Reg Wk DP . The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Devang Shah

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) Investment Objective

    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 . However, there is no assurance that the objective of the scheme will be realized.

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) NAV,AUM,Risk

    The Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) fund was launched on Jul 15, 2014. The NAV (Net Asset Value) of this Credit Risk Debt fund as of 2021-10-21 is ₹10.16. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹754.808. The category risk of the Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) fund is Moderately High risk. The fund charges 1.68 % as expense ratio.

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) Holdings

    The fund’s highest allocation is towards Debt and has invested 87.4% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , telesonic networks limited , aditya birla fashion and retail limited , bahadur chand investments private limited , nirma limited , india grid trust , godrej properties limited , 6.10% govt stock 2031 , flometallic india private limited , narmada wind energy private limited , embassy office parks reit , godrej industries limited , sepset constructions limited , govt stock , sundew properties limited , piramal capital & housing finance limited , hinduja leyland finance limited , indinfravit trust , shining metal trust i , net receivables / (payables) , the tata power company limited , nuvoco vistas corporation ltd. , bharti hexacom limited , tata motors finance limited , dlf limited , bharti hexacom limited , j.k.cement limited , first business receivables trust , g r infraprojects limited , vivriti capital private limited , oriental nagpur betul highway private limited , 6.84% govt stock 2022 , aadhar housing finance limited , pune solapur expressways private limited , jm financial credit solutions limited , veritas finance private limited , mfl securitisation trust lxxix , kogta financial (india) limited , g r infraprojects limited , oriental nagpur betul highway private limited , 6.79% govt stock 2027 , indian bank , 6.67% govt stock 2035 , aadhar housing finance limited , 5.85% govt stock 2030 , pl securitization trust viii dec19 , oriental nagpur betul highway private limited , 7.59% govt stock 2029

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) Sip

    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.

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) Investment volatility and Horizon

    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 Credit Risk Bond Index TR INR.

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) Review

    Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) has a score of 2 on a scale of 5. The fund has a score of 3 out of 5 based on historical performance. As compared to the other funds in its category, Axis Credit Risk Fund Pyt of Inc Dis cum Cap Wdrl (D-W) has a score of 3out of 5 The credit risk of the fund is 2 out of 5 as compared to other debt funds.

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