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

Moderate
4 yrs 4 monthsStarted on:15 Jul 2014
₹ 1680.86 Cras on: 17 Oct 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)
YTD3.82
1 Month0.51
3 Month1.19
1 YR4.24
2 YR5.92
3 YR7.04

SIP Returns

TenureReturns (CAGR)
1 YR4.73
2 YR5.15
3 YR6.12

Portfolio

Company Name% Assets
Shriram Transport Finance Co. Ltd. 22/06/20223.91
Edelweiss Commodities Services Ltd. 30/04/2019 8.10%3.77
Rural Electrification Corpn. Ltd. 31/12/2020 6.99%3.73
Amri Hospitals Ltd. 11/10/20183.6
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.52
Zenith Trust Co. Ltd. 13/07/20202.92
PVR Ltd. 10/07/2020 7.84%2.61
Birla Corporation Ltd. 18/08/2021 9.15%2.57
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.46
JSW Techno Projects Management Ltd. 28/09/20212.39

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.62%
Sharpe Ratio0.27

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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