How to check the XIRR of Axis Credit Risk Fund - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Axis Credit Risk Fund - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Credit Risk Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis Credit Risk Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Credit Risk Fund - Direct Plan - Growth

Axis Mutual Fund

Expense Ratio: 0.8

Risk: High

Debt Scheme - Credit Risk Fund

Plan: Direct

Benchmark: CRISIL Credit Risk Debt B-II Index

Inception: 25-06-2014

Exit Load: Nil

Fund Size:₹363.14 Cr

Performance

Fund7.43%

Cat. Avg.7.27%

Fund8.51%

Cat. Avg.9.52%

Fund8.69%

Cat. Avg.9.72%

Fund7.60%

Cat. Avg.8.20%

10Y

Fund7.61%

Cat. Avg.7.27%

Fund8.23%

Cat. Avg.8.23%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Clearing Corporation of India Ltd	CASH	CCIL	CCIL	5.32%	33.46	9.26%
2	Jubilant Bevco Limited (31/05/2028) (ZCB)	DEBT	Bond/NCD	CRISIL AA	8.53%	16.66	4.61%
3	8.4% Narayana Hrudayalaya Limited (15/02/2030)	DEBT	Bond/NCD	ICRA AA	8.21%	15.05	4.16%
4	7.45% Altius Telecom Infrastructure Trust (20/04/2035)	DEBT	Bond/NCD	CRISIL AAA	7.69%	14.97	4.14%
5	8.8% Aditya Birla Digital Fashion Ventures Limited (26/08/2027)	DEBT	Bond/NCD	CRISIL AA-	9.00%	14.96	4.14%
6	9.40% Vedanta Aluminium Metal Limited (20/02/2027)	DEBT	Bond/NCD	ICRA AA	8.33%	12.06	3.34%
7	5% GMR Airports Limited (13/02/2027)	DEBT	Bond/NCD	CRISIL A	9.47%	10.50	2.90%
8	9.5% Delhi International Airport Limited (22/03/2034)	DEBT	Bond/NCD	ICRA AA	8.82%	10.35	2.86%
9	8.58% GMR Hyderabad International Airport Limited (28/03/2034)	DEBT	Bond/NCD	ICRA AA	8.13%	10.34	2.86%
10	JSW Kalinga Steel Limited (23/03/2029) (ZCB)	DEBT	Bond/NCD	CRISIL AA	8.61%	10.27	2.84%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	62039	+3.4%	+7.1%
2Y	07 Nov, 24	1.20 L.	1.30 L.	+7.9%	+8.0%
3Y	07 Nov, 23	1.80 L.	2.03 L.	+13.0%	+8.4%
5Y	08 Nov, 21	3 L.	3.68 L.	+22.6%	+8.3%
10Y	07 Nov, 16	6 L.	8.91 L.	+48.5%	+7.8%
SI	07 Aug, 14	7.35 L.	12.07 L.	+64.3%	+7.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.07 L.	+7.4%	+7.4%
2Y	16 Oct, 24	1 L.	1.18 L.	+17.8%	+8.5%
3Y	16 Oct, 23	1 L.	1.28 L.	+28.4%	+8.7%
5Y	18 Oct, 21	1 L.	1.44 L.	+44.2%	+7.6%
10Y	17 Oct, 16	1 L.	2.08 L.	+108.1%	+7.6%
SI	21 Jul, 14	1 L.	2.63 L.	+163.3%	+8.2%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.