Axis Fixed Income Opportunities Fund (Debt, Credit Opportunities)

Moderate
3 yrs 12 monthsStarted on:15 Jul 2014
₹ 1797.68 Cras on: 20 Jun 2018
Mid Term & Long Horizon
1.45%
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)
YTD1.86
1 Month0.62
3 Month0.64
1 YR4.57
2 YR6.87
3 YR7.55

SIP Returns

TenureReturns (CAGR)
1 YR3.81
2 YR5.34
3 YR6.45

Portfolio

Company Name% Assets
Shriram Transport Finance Co. Ltd. 22/06/20223.67
Zenith Trust Co. Ltd. 13/07/20203.34
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.34
Birla Corporation Ltd. 18/08/2021 9.15%2.86
Amri Hospitals Ltd. 11/10/20182.6
Uttar Pradesh State 10/03/2022 8.68%2.53
PVR Ltd. 10/07/2020 7.84%2.45
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.31
Piramal Enterprises Ltd. 27/06/2019 8.13%2.21
Renew Power Ventures Pvt Ltd. 26/02/2021 9.60%2.21

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.63%
Beta1.15%
Sharpe Ratio0.51

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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