Axis Fixed Income Opportunities Fund (Debt, Credit Opportunities)

Moderate
3 yrs 8 monthsStarted on:15 Jul 2014
₹ 1932.56 Cras on: 16 Feb 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)
YTD0.53
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

Portfolio

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

Indicators

LabelValue
Standard Deviation1.47%
Beta1.19%
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

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