Our Opinion
Recently Viewed
Clear AllAs per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Credit Risk Fund - Direct Plan
|
High
|
loading... |
0.80 |
|||
|
Moderately High
|
loading... |
0.79 |
||||
|
High
|
loading... |
0.70 |
||||
|
High
|
loading... |
1.07 |
||||
|
High
|
loading... |
0.76 |
₹367 Cr
1.00 (30)
5,000
1,000
1,000
6
About Axis Credit Risk Fund - Direct Plan
Axis Credit Risk Fund - Direct Plan is a debt mutual fund scheme of Axis Mutual Fund. Launched on July 15, 2014, it is currently managed by Devang Shah and Akhil Bipin Thakker. The fund has an expense ratio of 0.80% with an overall AUM (Assets Under Management) of ₹367 Cr.
Axis Credit Risk Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in corporate bonds rated AA and below. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹1,000.
Investment Strategy
The scheme seeks to generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum.
Suitability
Credit Risk funds are avoidable for most investors because:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Credit Risk Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Credit Risk Fund - Direct Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis Credit Risk Fund - Direct Plan, is ₹25.3070 as of 20-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Bihar State SDL 7.72 25/02/2041 |
5.50
|
|
Jubilant Bevco Ltd Debenture 31/05/2028 |
4.44
|
|
JTPM Metal Traders Ltd Debenture 30/04/2030 |
4.26
|
|
Narayana Hrudayalaya Ltd Debenture 8.40 15/02/2030 |
4.12
|
|
Aditya Birla Renewables Ltd Bonds/NCD 8.60 24/09/2027 |
4.12
|
Over the past five years, Axis Credit Risk Fund - Direct Plan has delivered an annualised return of 7.66% as of 20-Mar-2026.
The minimum investment required to start investing in Axis Credit Risk Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.