info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Axis Mutual Fund

Axis Corporate Bond Fund - Direct Plan Growth

★★★★ monitor_heart Health Score: 76/100 · Good

Axis Mutual Fund · Debt · Corporate Bond Fund

₹19.28

+0.0 (+0.02%) trending_up

AUM: ₹8,359 Cr

NAV updated 5 days ago

Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.37%

Exit Load

Nil

Fund Manager

Devang Shah

Inception

Jul 2017

Benchmark

Nifty Corporate Bond Index A-II

Sharpe Ratio

-0.44

Std Dev (1Y)

1.31%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.77%

3m

+1.95%

6m

+3.52%

1y

+5.74%

3y

+7.88%

5y

+6.9%

10y

since inception

+7.54%

rate_review TopFund's Take on Axis Corporate Bond Fund - Direct Plan Growth

Axis Corporate Bond Fund - Direct Plan Growth holds up reasonably well within the Corporate Bond Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 76/100.

Cost: At 0.37%, the expense ratio runs 12% above the Corporate Bond Fund category average of 0.33%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.44 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.31% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Debenture 39.96%
Bonds 18.57%
Non Convertible Debenture 11.95%
GOI Securities 7.11%
Securitised Debt 6.46%
Certificate of Deposit 4.50%
CBLO 3.46%
Net Receivables 2.33%
Bonds/NCDs 1.83%
State Development Loan 1.69%
Floating Rate Bond 1.43%
Bonds/Debentures 0.42%
Alternative Investment Fund 0.32%
Interest Rate Swap 0.01%

Frequently Asked Questions about Axis Corporate Bond Fund - Direct Plan Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

1