Should I invest in Axis Corporate Bond Fund - Regular IDCW?

We don't give personal investment advice. Axis Corporate Bond Fund - Direct Plan - Regular IDCW is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 11.6%. 5-year CAGR: 1.44%.

Axis

Axis Corporate Bond Fund - Direct Plan - Regular IDCW

Latest NAV

₹14.7604

As of

3 Jun 2026

2,154 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.07%	+14.97%	-14.89	24 / 72	Q2
1W	+0.27%	+15.14%	-14.87	24 / 72	Q2
2W	+0.40%	+15.28%	-14.89	25 / 72	Q2
1M	+0.16%	+15.20%	-15.04	32 / 72	Q2
3M	+0.55%	+14.82%	-14.27	13 / 72	Q1
6M	+1.50%	+15.94%	-14.44	10 / 71	Q1
YTD	+1.35%	+15.04%	-13.69	11 / 71	Q1
1Y	+4.37%	+17.89%	-13.52	10 / 71	Q1
2Y	+7.46%	+5.94%	+1.52	6 / 71	Q1
3Y	+4.48%	+2.32%	+2.17	22 / 66	Q2
4Y	+2.88%	+2.56%	+0.32	23 / 61	Q2
5Y	+1.44%	+1.49%	-0.04	18 / 52	Q2
7Y	+3.88%	+1.91%	+1.97	13 / 50	Q2
10Y	—	—	—	—	—
Inception	+4.46%	+6.36%	-1.90	23 / 67	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.35%	-0.52%	+1.87	3 / 58
2025	+8.56%	+3.04%	+5.51	1 / 61
2024	-0.10%	+3.39%	-3.49	59 / 62
2023	-1.82%	+2.73%	-4.55	60 / 60
2022	-2.97%	+19.77%	-22.74	57 / 61
2021	+4.28%	-1.89%	+6.17	2 / 54
2020	+12.27%	+4.23%	+8.04	2 / 50
2019	+6.88%	+2.75%	+4.13	12 / 47
2018	+8.71%	+1.54%	+7.16	1 / 37
2017	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+4.53%

97 windows

min -4.1% · max 13.2%

66% positive

3-Year rolling

+3.53%

72 windows

min -2.5% · max 9.3%

76% positive

5-Year rolling

+3.11%

48 windows

min 1.4% · max 5.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+3.81%

24 windows

min 3.4% · max 4.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.77%

3-year · annualised

Sharpe ratio

-0.42

vs risk-free 6.5%

Sortino ratio

-0.46

Downside-only deviation

Max drawdown

-7.99%

Mar 2024 → Mar 2024

% positive months

88.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Corporate Bond Fund

Scheme	Fund house	NAV	As of
HDFC Corporate Bond Fund - IDCW Option - Direct Plan	HDFC	₹21.0823	3 Jun 2026
NIPPON INDIA CORPORATE BOND FUND - DIRECT Plan - DAILY IDCW Option	Nippon India	₹17.0800	3 Jun 2026
SBI Corporate Bond Fund - Direct Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹15.6984	3 Jun 2026
ICICI Prudential Corporate Bond Fund - Direct Plan - Monthly IDCW	ICICI Prudential	₹10.2250	3 Jun 2026
Invesco India Corporate Bond Fund - Direct Plan - Annual IDCW (Payout / Reinvestment)	Invesco	₹1,216.0142	3 Jun 2026
BANDHAN Corporate Bond Fund - Direct Annual IDCW	Bandhan	₹10.3094	3 Jun 2026
Aditya Birla Sun Life Corporate Bond Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹10.4102	3 Jun 2026
Franklin India Corporate Debt Fund - Plan A - Direct - Annual - IDCW	Franklin India	₹18.7176	3 Jun 2026
Mirae Asset Corporate Bond Fund Direct IDCW	Mirae Asset	₹13.5152	3 Jun 2026
Kotak Corporate Bond Fund- Direct Plan- Monthly Payout of Income Distribution cum capital withdrawal option	Kotak	₹1,071.7888	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹14.7604
2 Jun 2026	₹14.7650
1 Jun 2026	₹14.7543
31 May 2026	₹14.7564
29 May 2026	₹14.7508
27 May 2026	₹14.7370
26 May 2026	₹14.7252
25 May 2026	₹14.7233
22 May 2026	₹14.6955
21 May 2026	₹14.6842

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Corporate Bond Fund - Direct Plan - Regular IDCW is ₹14.7604. It's a Corporate Bond Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Corporate Bond Fund - Direct Plan - Regular IDCW has NAV history starting from 18 Jul 2017, a track record of about 8 years 10 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Corporate Bond Fund - Direct Plan - Regular IDCW is managed by Axis. It's classified by AMFI under the 'Corporate Bond Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Corporate Bond Fund - Direct Plan - Regular IDCW has delivered a absolute return of 4.37% — -13.52 pp behind the Corporate Bond Fund category average of 17.89%. The fund ranks #10 of 71 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Axis Corporate Bond Fund - Direct Plan - Regular IDCW has delivered a CAGR of 4.48% — +2.17 pp ahead of the Corporate Bond Fund category average of 2.32%. The fund ranks #22 of 66 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Corporate Bond Fund - Direct Plan - Regular IDCW has delivered a CAGR of 1.44% — -0.04 pp behind the Corporate Bond Fund category average of 1.49%. The fund ranks #18 of 52 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Corporate Bond Fund - Direct Plan - Regular IDCW exactly 5 years ago would be worth approximately ₹107,423 today — a multiplier of 1.07×, based on the 5-year CAGR of 1.44%. The category average over the same window would have grown ₹1 lakh to ₹107,656.

A ₹10,000 monthly SIP in Axis Corporate Bond Fund - Direct Plan - Regular IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹651,139 today. That's an XIRR (money-weighted annualised return) of 3.23%.

Axis Corporate Bond Fund - Direct Plan - Regular IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹933,291 — XIRR 2.97%.

On a 5-year basis, Axis Corporate Bond Fund - Direct Plan - Regular IDCW ranks #18 out of 52 funds in the Corporate Bond Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 1.49%; this fund delivered 1.44%.

The worst peak-to-trough decline Axis Corporate Bond Fund - Direct Plan - Regular IDCW has experienced over the last 5-year window is 11.56% — its NAV fell from a high on 25 Mar 2022 to a low on 22 Mar 2024. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Corporate Bond Fund - Direct Plan - Regular IDCW averaged 3.11% (best 5.82%, worst 1.44%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.81 — negative risk-adjusted performance.

In calendar year 2025, Axis Corporate Bond Fund - Direct Plan - Regular IDCW returned 8.56% — beating the Corporate Bond Fund category average of 3.04% by 5.51 pp. It ranked #1 of 61 in its category that year.

Axis Corporate Bond Fund - Direct Plan - Regular IDCW is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. Axis Corporate Bond Fund - Direct Plan - Regular IDCW is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 11.6%. 5-year CAGR: 1.44%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.