Axis Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
5 yrs 4 monthsStarted on:15 Jul 2014
₹ 1361.05 Cras on: 18 Oct 2019
Mid Term & Long Horizon
1.66%
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)
YTD2.65
1 Month0.66
3 Month1.82
1 YR4.69
2 YR4.46
3 YR5.48

SIP Returns

TenureReturns (CAGR)
1 YR3.27
2 YR4.35
3 YR4.74
5 YR5.96

Portfolio

Company Name% Assets
Coastal Gujarat Power Ltd. 27/08/2023 9.70%3.33
Magma Fincorp Ltd. 28/09/20233.33
JSW Techno Projects Management Ltd. 28/09/20213.26
Birla Corporation Ltd. 18/08/2021 9.15%3.18
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%3.08
NUVOCO Vistas Corp Ltd. 14/09/2021 8.66%2.85
India Infoline Finance Ltd. 24/08/20202.82
Bhopal Dhule Transmission Co. Ltd. 04/04/2022 7.85%2.72
Narmada Wind Energy Pvt. Ltd. 31/03/2023 9.95%2.7
JK Lakshmi Cement Ltd. 06/01/2020 8.70%2.57

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.73%
Beta0.95%

Devang Shah

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

Other Funds Managed by Devang Shah