Axis Credit Risk (Debt, Debt Credit Risk)

Moderate
4 yrs 8 monthsStarted on:15 Jul 2014
₹ 1692.29 Cras on: 22 Feb 2019
Mid Term & Long Horizon
1.78%
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

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Tenure

TenureReturns (CAGR)
YTD1.04
1 Month0.53
3 Month2.24
1 YR6.55
2 YR6.24
3 YR7.50

SIP Returns

TenureReturns (CAGR)
1 YR7.2
2 YR6.21
3 YR6.49

Portfolio

Company Name% Assets
Shriram Transport Finance Co. Ltd. 22/06/20223.93
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.49
Nirma Ltd. 28/02/2020 7.90%3.32
Indian Hospitals Corporation Ltd 08/01/20212.98
Coastal Gujarat Power Ltd. 27/08/2023 9.70%2.66
PVR Ltd. 10/07/2020 7.84%2.61
Birla Corporation Ltd. 18/08/2021 9.15%2.58
Zenith Trust Co. Ltd. 13/07/20202.48
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.46
JSW Techno Projects Management Ltd. 28/09/20212.45

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.63%
Sharpe Ratio0.54

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.

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