Axis Fixed Income Opportunities Fund (Debt, Debt Credit Risk)

Moderate
4 yrs 2 monthsStarted on:15 Jul 2014
₹ 1725.07 Cras on: 13 Aug 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)
YTD3.17
1 Month0.66
3 Month1.68
1 YR4.61
2 YR6.52
3 YR7.52

SIP Returns

TenureReturns (CAGR)
1 YR5.01
2 YR5.62
3 YR6.55

Portfolio

Company Name% Assets
Shriram Transport Finance Co. Ltd. 22/06/20223.84
Edelweiss Commodities Services Ltd. 30/04/2019 8.10%3.69
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.46
Zenith Trust Co. Ltd. 13/07/20203.17
Birla Corporation Ltd. 18/08/2021 9.15%2.99
Amri Hospitals Ltd. 11/10/20182.76
PVR Ltd. 10/07/2020 7.84%2.56
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.41
Piramal Enterprises Ltd. 27/06/2019 8.13%2.31
Renew Power Ventures Pvt Ltd. 26/02/2021 9.60%2.31

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.61%
Sharpe Ratio0.57

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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