Axis Corporate Debt Fund - Regular Plan Growth

(Erstwhile Axis Corporate Debt Opportunities Fund - Regular Plan Growth)

Category: Debt: Corporate Bond
Launch Date: 01-07-2017
Asset Class: Fixed Income
Benchmark: Nifty Corporate Bond Index A-II
Expense Ratio: 0.91% As on ( 30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 5,998.66 Cr As on ( 29-11-2024)
Turn over:
NAV as on 20-12-2024

16.26

-0 ( -0.0135% )

CAGR Since Inception

6.73%

Nifty Corporate Bond Index A-II 7.31%

PERFORMANCE of Axis Corporate Debt Fund - Regular Plan Growth

Scheme Performance (%) Data as on - 20-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Corporate Debt Fund - Regular Plan Growth 8.04 6.11 6.7 - 6.73
Benchmark - - - - -
Debt: Corporate Bond 7.97 5.85 6.35 7.06 6.98

Yearly Performance (%)

Fund Managers

Devang Shah, Hardik Shah

Investment Objective

The Scheme seeks to provide steady income and capital appreciation by investing in corporate debt.

RETURNS CALCULATOR for Axis Corporate Debt Fund - Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Corporate Debt Fund - Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Corporate Debt Fund - Regular Plan Growth 1.07 -0.16 -0.14 0.53 7.39 4.87
Debt: Corporate Bond - - - - - -

PEER COMPARISION of Axis Corporate Debt Fund - Regular Plan Growth

Period
Data as on - 20-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Corporate Debt Fund - Regular Plan Growth 01-07-2017 8.04 7.35 6.11 6.7 0.0
HDFC Corporate Bond Fund - Growth Option 01-06-2010 8.57 7.82 6.22 6.9 7.71
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan 03-03-1997 8.54 7.87 6.54 7.11 7.79
Nippon India Corporate Bond Fund - Growth Plan - Growth Option 14-09-2000 8.41 7.75 6.58 6.83 7.31
BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION 01-01-2013 8.25 7.55 5.43 5.71 5.93
Kotak Corporate Bond Fund- Regular Plan-Growth Option 21-09-2007 8.25 7.5 6.17 6.4 0.0
Tata Corporate Bond Fund-Regular Plan-Growth 29-11-2021 8.21 7.54 5.72 0.0 0.0
ICICI Prudential Corporate Bond Fund - Growth 12-06-2009 8.05 7.75 6.6 6.9 7.56
HSBC Corporate Bond Fund - Regular Growth 01-01-2013 8.04 7.15 5.42 6.57 6.95
Invesco India Corporate Bond Fund - Growth 02-08-2007 8.04 7.32 5.78 6.16 6.69

PORTFOLIO ANALYSIS of Axis Corporate Debt Fund - Regular Plan Growth

Asset Allocation (%)