Axis Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
5 yrs 2 monthsStarted on:15 Jul 2014
₹ 1457.27 Cras on: 22 Aug 2019
Mid Term & Long Horizon
1.91%
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)
YTD1.49
1 Month0.67
1 YR3.99
2 YR4.31
3 YR5.72

SIP Returns

TenureReturns (CAGR)
1 YR2.34
2 YR3.87
3 YR4.57
5 YR5.97

Portfolio

Company Name% Assets
Magma Fincorp Ltd. 28/09/20233.39
Renew Power Pvt. Ltd. 26/02/2021 9.60%3.16
Coastal Gujarat Power Ltd. 27/08/2023 9.70%3.11
PVR Ltd. 10/07/2020 7.84%3.06
Birla Corporation Ltd. 18/08/2021 9.15%3.03
JSW Techno Projects Management Ltd. 28/09/20213
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.87
Narmada Wind Energy Pvt. Ltd. 31/03/2023 9.95%2.59
JK Lakshmi Cement Ltd. 06/01/2020 8.70%2.4
Shriram Transport Finance Co. Ltd. 22/06/20222.37

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.75%
Beta0.99%

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