Axis Fixed Income Opportunities Fund (Debt, Credit Opportunities)

13.45
9.07%
4
Income Generation
Mid Term & Long Horizon
Moderate
1.45%
3 yrs 5 months15 Jul 2014
₹ 1931.03 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum.

Scheme Documents

TenureReturns (CAGR)
YTD
6.56
1 Month
0.26
3 Month
0.97
1 YR
6.60
2 YR
8.40
3 YR
8.43
TenureReturns (CAGR)
1 YR
6.39
2 YR
7.56
3 YR
8.03

Portfolio

Company Name% Assets
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.18
Birla Corporation Ltd. 18/08/2021 9.15%3.04
SREI Equipment Finance Pvt. Ltd. 16/02/20222.76
IFMR Capital Finance Pvt. Ltd. 17/12/20202.54
Uttar Pradesh State 10/03/2022 8.68%2.47
Adani Power Ltd. 30/04/20182.37
PVR Ltd. 10/07/2020 7.84%2.35
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.2
Bank Of Baroda 9.14%2.12
Piramal Enterprises Ltd. 27/06/2019 8.13%2.1

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.45%
Beta1.26%
Sharpe Ratio2.67

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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