Axis Mutual Fund Debt Credit Risk Fund
Expense Ratio
0.80%
AUM
₹45.61 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+2.81%
Below Average
6 Months
+7.35%
Average
1 Year
+9.19%
Below Average
3 Years
+8.61%
Below Average
5 Years
+7.57%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹45.61 Cr
Recent Trend
Growing
Stability Score
18.4
Growth Assessment
Significant Decline

Growth Performance

Historical returns

1Y
Annual Growth
-15.48%
3Y
3Y CAGR
-71.77%
5Y
5Y CAGR
-8.65%

Growth Assessment: Significant Decline

• Significant outflows require attention

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
0.80%
Annualized standard deviation
Sharpe Ratio
2.568
Excellent - Risk-adjusted return
Max Drawdown
-0.90%
Low - Worst decline
Consistency
97.6%
Performance consistency

Volatility Breakdown

Daily Volatility
0.05%
Average daily price movement
Annualized Volatility
0.80%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance