Axis Fixed Income Opportunities Fund (Debt, Credit Opportunities)

Moderate
3 yrs 10 monthsStarted on:15 Jul 2014
₹ 1849.78 Cras on: 20 Apr 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)
YTD1.58
1 Month0.36
3 Month1.30
1 YR5.96
2 YR7.31
3 YR7.89

SIP Returns

TenureReturns (CAGR)
1 YR5.03
2 YR6.24
3 YR7.12

Portfolio

Company Name% Assets
Shriram Transport Finance Co. Ltd. 22/06/20223.61
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.26
Birla Corporation Ltd. 18/08/2021 9.15%2.85
Uttar Pradesh State 10/03/2022 8.68%2.51
PVR Ltd. 10/07/2020 7.84%2.42
SREI Equipment Finance Pvt. Ltd. 16/02/20222.32
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.27
Amri Hospitals Ltd. 11/10/20182.18
Bank Of Baroda 9.14%2.17
Suhani Trading And Investment Consultants Pvt. Ltd. 28/01/2021 10.25%2.17

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.52%
Beta1.17%
Sharpe Ratio2.29

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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