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tortoise-icon Axis Credit Risk Fund - Regular Plan - Growth

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tortoise-icon HSBC Credit Risk Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth
Fund Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹367 Cr ₹535 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 15 Jul 2014 08 Oct 2009
Category Credit Risk Credit Risk
Fund Type Open Ended Open Ended
Benchmark NIFTY Credit Risk Bond Index C-III NIFTY Credit Risk Bond Index C-III
Turn Over 20% 19%
Expense Ratio 1.57 1.68
Manager Devang Shah Shriram Ramanathan
ISIN Code INF846K01PO5 INF917K01130
Exits Load Axis Credit Risk Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Credit Risk Fund - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 730 days. There are no other charges., 3.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth
1 Month 0.45% 0.3%
6 Month 3.61% 2.5%
1 Year 8.58% 20.19%
3 Year 7.91% 11.11%
5 Year 6.74% 8.38%

SIP Return Analysis

Scheme Name Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth
6 Month 2.1% 1.42%
1 Year 8.82% 16.07%
3 Year 8.41% 13.78%
5 Year 7.55% 10.82%

Rolling Lumpsum Returns

Scheme Name Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth
1 Year 7.17% 6.76%
3 Year 6.21% 7.61%
5 Year 6.63% 7.11%

Risk Management

Scheme Name Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth
Standard Deviation 0.96% 6.84%
Sharp 0.28% 0.63%
Beta 1.69% 5.27%
Alpha 3.65% -5.04%

Fund Managers

Scheme Name Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth
Name Devang Shah Shriram Ramanathan
Total AUM ₹60014 Cr ₹32638 Cr
Funds Managed 15 11
Axis Credit Risk Fund - Regular Plan - Growth HSBC Credit Risk Fund - Regular Growth

Market Cap

Scheme Name

Axis Credit Risk Fund - Regular Plan - Growth

HSBC Credit Risk Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Axis Credit Risk Fund - Regular Plan - Growth

HSBC Credit Risk Fund - Regular Growth

Others 97.09 100
Real Estate 2.25 -
Financial Services 0.43 -
Utilities 0.23 -

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