Axis Credit Risk (Debt, Debt Credit Risk)

Moderate
4 yrs 6 monthsStarted on:15 Jul 2014
₹ 1681.84 Cras on: 18 Dec 2018
Mid Term & Long Horizon
1.70%
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)
YTD5.51
1 Month1.00
3 Month2.14
1 YR5.41
2 YR6.03
3 YR7.32

SIP Returns

TenureReturns (CAGR)
1 YR6.51
2 YR5.84
3 YR6.41

Portfolio

Company Name% Assets
Shriram Transport Finance Co. Ltd. 22/06/20223.93
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. 13/07/20202.72
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. 28/09/20212.44

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.62%
Sharpe Ratio0.42

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

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    Returns since inception (CAGR) 7.18%
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  • Nav as on 18 Dec 18 15.67
    Returns since inception (CAGR) 6.72%
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    Crisil Ranking NA
  • Nav as on 18 Dec 18 9.82
    Returns since inception (CAGR) -0.25%
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