Axis Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
5 yrs 11 monthsStarted on:15 Jul 2014
₹ 801.96 Cras on: 21 May 2020
Mid Term & Long Horizon
1.65%
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)
YTD2.08
3 Month0.18
1 YR3.53
2 YR5.54
3 YR5.39

SIP Returns

TenureReturns (CAGR)
1 YR5.55
2 YR5.08
3 YR5.09
5 YR5.82

Portfolio

Company Name% Assets
Embassy Office Parks REIT 03/06/20224.88
NUVOCO Vistas Corp Ltd. 14/09/2021 8.66%4.82
Bhopal Dhule Transmission Co. Ltd. 04/04/2022 7.85%4.62
Narmada Wind Energy Pvt. Ltd. 31/03/2023 9.95%4.4
Essel Mining Industries Ltd. 17/07/20224.38
Vedanta Ltd. 09/12/2021 8.90%4.19
Birla Corporation Ltd. 18/08/2021 9.15%4.18
Tata Realty and Infrastructure Ltd. 06/06/2022 8.40%4.18
Magma Fincorp Ltd. 28/09/20233.75
Bahadur Chand Investments Pvt. Ltd. 01/03/20243.7

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.75%
Beta1.01%

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