Axis Fixed Income Opportunities Fund (Debt, Credit Opportunities)

3 yrs 8 monthsStarted on:15 Jul 2014
₹ 1932.56 Cras on: 16 Feb 2018
Mid Term & Long Horizon
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

Similar Funds
BSL Medium Term Plan
Return (CAGR) 9.10%
Crisil Ranking 4
Value Research
SBI Corporate Bond Fund
Return (CAGR) 7.76%
Crisil Ranking 4
Value Research
Franklin India Corporate Bond Opportunities Fund
Return (CAGR) 9.78%
Crisil Ranking 3
Value Research
DSP BlackRock Income Opportunities Fund
Return (CAGR) 7.29%
Crisil Ranking 3
Value Research
Return (CAGR) 8.96%
Crisil Ranking 3
Value Research
ICICI Prudential Regular Savings Fund
Return (CAGR) 8.79%
Crisil Ranking 5
Value Research
Principal Credit Opportunities Fund
Return (CAGR) 7.66%
Crisil Ranking NA
Value Research
Baroda Pioneer Credit Opportunities Fund - Plan A
Return (CAGR) 9.77%
Crisil Ranking NA
Value Research
HDFC Corporate Debt Opportunities Fund
Return (CAGR) 9.49%
Crisil Ranking 4
Value Research
Return (CAGR) 9.34%
Crisil Ranking 3
Value Research


TenureReturns (CAGR)
1 Month0.37
3 Month0.76
1 YR6.10
2 YR8.05
3 YR8.00

SIP Returns

TenureReturns (CAGR)
1 YR5.04
2 YR6.5
3 YR7.32


Company Name% Assets
Shriram Transport Finance Co. Ltd. 22/06/20223.44
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.13
Birla Corporation Ltd. 18/08/2021 9.15%2.98
SREI Equipment Finance Pvt. Ltd. 16/02/20222.46
Uttar Pradesh State 10/03/2022 8.68%2.4
PVR Ltd. 10/07/2020 7.84%2.3
Hinduja Leyland Finance Ltd. 07/02/2020 8.85%2.16
IFMR Capital Finance Pvt. Ltd. 17/12/20202.13
Bank Of Baroda 9.14%2.08
Suhani Trading And Investment Consultants Pvt. Ltd. 22/01/2021 10.25%2.07

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation1.47%
Sharpe Ratio3.21

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

© CRISIL Limited 2017. All Rights Reserved