Axis Credit Risk (Debt, Debt Credit Risk) NAV

Risk Moderate

Age4 yrs 6 monthsStarted on:15 Jul 2014

AUM ₹ 1681.84 Cras on: 18 Dec 2018

Horizon Mid Term & Long Horizon

Expense Ratio 1.70%

Goal Income Generation

Minimum Investment

₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum.

Exit Load

Scheme Documents

FactsheetFactsheet for Axis Mutual Fund
Statement of Additional Information ( SAI )SAI of Axis Mutual Fund

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Tenure

Tenure	Returns (CAGR)
YTD	5.51
1 Month	1.00
3 Month	2.14
1 YR	5.41
2 YR	6.03
3 YR	7.32

SIP Returns

Tenure	Returns (CAGR)
1 YR	6.51
2 YR	5.84
3 YR	6.41

Portfolio as on 18 Dec 2018

Company Name	% Assets
Shriram Transport Finance Co. Ltd. 22/06/2022	3.93
Edelweiss Commodities Services Ltd. 30/04/2019 8.10%	3.77
REC Ltd. 31/12/2020 6.99%	3.76
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%	3.52
Zenith Trust Co. Ltd. 13/07/2020	2.72
Coastal Gujarat Power Ltd. 27/08/2023 9.70%	2.66
PVR Ltd. 10/07/2020 7.84%	2.63
Birla Corporation Ltd. 18/08/2021 9.15%	2.59
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%	2.47
JSW Techno Projects Management Ltd. 28/09/2021	2.44

Top Sectoral Holdings as on 18 Dec 2018

Sector Name	% Assets

Indicators

Label	Value
Standard Deviation	1.62%
Sharpe Ratio	0.42

Devang Shah

Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

Other Funds Managed by Devang Shah

View All Funds Performance

Axis Short Term
Nav as on 18 Dec 18 ₹ 19.65
Returns since inception (CAGR) 7.87%
Value Research
Crisil Ranking 3
Invest
Axis Corporate Debt
Nav as on 18 Dec 18 ₹ 11.06
Returns since inception (CAGR) 7.18%
Value Research NA
Crisil Ranking NA
Invest
Axis Gilt
Nav as on 18 Dec 18 ₹ 15.67
Returns since inception (CAGR) 6.72%
Value Research
Crisil Ranking NA
Invest
Axis Gold
Nav as on 18 Dec 18 ₹ 9.82
Returns since inception (CAGR) -0.25%
Value Research
Crisil Ranking NA
Invest

	1 Year	3 Years	5 Years
	Scheme return (%)	Scheme return (%)	Scheme return (%)
Axis Short Term	5.85	7.24	7.95
Axis Corporate Debt	7.50	0.00	0.00
Axis Gilt	4.20	6.66	8.27
Axis Gold	10.22	6.21	-1.80

Nav as on 18 Dec 18	₹ 19.65
Returns since inception (CAGR)	7.87%
Value Research
Crisil Ranking	3

Nav as on 18 Dec 18	₹ 11.06
Returns since inception (CAGR)	7.18%
Value Research	NA
Crisil Ranking	NA

Nav as on 18 Dec 18	₹ 15.67
Returns since inception (CAGR)	6.72%
Value Research
Crisil Ranking	NA

Nav as on 18 Dec 18	₹ 9.82
Returns since inception (CAGR)	-0.25%
Value Research
Crisil Ranking	NA

Axis Credit Risk (Debt, Debt Credit Risk)

Minimum Investment

Investment Objective

Exit Load

Scheme Documents

Tenure

SIP Returns

Portfolio as on 18 Dec 2018

Top Sectoral Holdings as on 18 Dec 2018

Indicators

Devang Shah

Other Funds Managed by Devang Shah

Funds Performance By Devang Shah