Axis Corporate Bond Fund - Regular Plan

Value Research Rating

4 star

Analyst’s Choice

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Riskometer

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Moderate

₹16.9284 0.02%

As on 28-Apr-2025

Returns

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Calculate SIP Returns of Axis Corporate Bond Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Moderate risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Axis Corporate Bond Fund - Regular Plan

Asset Allocation

Split between different types of investments

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Credit Rating Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
VR Opinion
Risk info
Return (%)
Expense Ratio (%) info
Axis Corporate Bond Fund - Regular Plan
4 star
unlock fund advisor
Moderate
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0.91
4 star
unlock fund advisor
Moderate
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0.59
5 star
unlock fund advisor
Moderate
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0.58
4 star
unlock fund advisor
Moderate
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0.51
4 star
unlock fund advisor
Moderate
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0.67

Other details of Axis Corporate Bond Fund - Regular Plan

Assets

info

₹6,203 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

100

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

100

Min. No of Cheques

6

BLAHBLAH

Investment Strategy

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

Suitability

"Corporate Bond funds invest mainly in high-grade corporate bonds (those with a credit rating of AA+ and above). They are suitable for a short investment horizon of two to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.

The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit.

Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."

Capital Gains Taxation

  • If investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • If investment is made before 1 April 2023:
    • Sold within 2 years from the date of investment: Gains are added to the investors' income and taxed according to the applicable slab rate.
    • Sold after 2 years from the date of investment: Gains are taxed at the rate of 12.5%.
  • No tax is to be paid as long as you continue to hold the units.

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

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Axis Corporate Bond Fund - Regular Plan

Axis Corporate Debt Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in high-grade corporate bonds rated AA+ and above.

Mutual funds can be bought directly from the website of the fund house. For instance, Axis Corporate Bond Fund - Regular Plan fund can be purchased from the website of Axis Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Axis Corporate Bond Fund - Regular Plan is ₹16.9284 as of 29-Apr-2025.

The AUM of Axis Corporate Bond Fund - Regular Plan Fund is ₹6,203 Cr as of 31-Mar-2025

The riskometer level of Axis Corporate Bond Fund - Regular Plan is Moderate. See More

Company Percentage of Portfolio

GOI Sec 7.10 08/04/2034

9.91

GOI Sec 7.18 14/08/2033

3.93

Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029

2.44

REC Ltd SR 236-B Debenture 7.56 31/08/2027

2.03

National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028

2.03
See More

As of 31-Mar-2025, Axis Corporate Bond Fund - Regular Plan had invested 96.63% in Debt and 3.37% in Cash & Cash Eq. See More

Axis Corporate Bond Fund - Regular Plan is 7 years 9 months old. It has delivered 6.98% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
9.73%
7.21%
7.09%
7.04%
--
6.98%

No, There is no lock in period in Axis Corporate Bond Fund - Regular Plan.

The expense ratio of Axis Corporate Bond Fund - Regular Plan is 0.91.