HealthyDirect · Growth
AXIS Corporate Bond Fund
Axis Mutual FundIncome/Debt Oriented Schemes - Corporate Bond Fund9.2 years
- NAV
- 19.3573
- 15 Sept 2026
- 1Y
- +5.7%
- Trailing CAGR
- AUM
- ₹7,768.14 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.7%
- 3Y+7.7%
- 5Y+6.8%
- 10Yn/a
- SI+7.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.6%
- 3Y+7.2%
- 5Y+7.3%
- 10Yn/a
- Since inception
- +7.5%
- Calendar-day CAGR
- Excess 1Y
- +0.2%
- Category median, same plan and option
- 3Y win rate
- +83%
- Windows beating the median
- 3Y percentile
- 86
- Vs comparable share classes
- Worst rolling 3Y
- +5.3%
- 1501 daily-ending windows
- Median rolling 3Y
- +7.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1015 daily-ending windows
- SIP 3Y XIRR
- +7.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 235 recovered episodes
- Longest recovery
- 127 days
- Trough to prior peak
- Current spell
- 28 days
- Days below latest peak
- Time below peak
- +43%
- NAV observations
3 Jun 2019 – 9 Oct 2019
Trough 4 Jun 2019 · recovered in 127 days
-3.8%
6 Mar 2020 – 17 Apr 2020
Trough 23 Mar 2020 · recovered in 25 days
-3.2%
23 Apr 2020 – 15 May 2020
Trough 28 Apr 2020 · recovered in 17 days
-1.3%
5 Apr 2022 – 6 Jul 2022
Trough 6 May 2022 · recovered in 61 days
-0.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
86
Vs category
51
Consistency
85
Risk-adjusted
80
Drawdown
91
Mean
79
Portfolio
31 Aug 2026 · 121 holdings · top 10 are 28.7%.
- Top 5
- 16.3%
- Top 10
- 28.7%
- Largest holding
- 8.5%
- Effective holdings
- 44.5
Others CBLO
Unspecified
8.5%
Net Receivables
Unspecified
4.6%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26B 6.85 BD 19JN29 FVRS1LAC
Financial
3.5%
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
Entities
3.1%
BAJAJ HOUSING FINANCE LIMITED 7.66 NCD 20MR28 FVRS1LAC
Financial
2.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 83% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS CORPORATE BOND FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.2%
- 3Y
- +7.8%
- Vol
- 1.3%
- Max DD
- -2.3%
- Sharpe
- 1.23
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak Corporate Bond Fund
Kotak Mahindra Mutual Fund
- 1Y
- +5.2%
- 3Y
- +7.4%
- Vol
- 1.1%
- Max DD
- -1.9%
- Sharpe
- 1.97
- 3Y win
- +83%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
HSBC Corporate Bond Fund
HSBC Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.3%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.73
- 3Y win
- +21%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
UTI - Corporate Bond Fund
UTI Mutual Fund
- 1Y
- +5.2%
- 3Y
- +7.3%
- Vol
- 1.7%
- Max DD
- -3.0%
- Sharpe
- 1.30
- 3Y win
- +59%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Canara Robeco Corporate Bond Fund
Canara Robeco Mutual Fund
- 1Y
- +5.1%
- 3Y
- +6.8%
- Vol
- 1.3%
- Max DD
- -2.0%
- Sharpe
- 1.69
- 3Y win
- +1%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns