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Axis Corporate Bond  Gr

Axis Corporate Bond Gr

1–3 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation2.1%
Sharpe Ratio-0.37
Beta1.38

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Clearing Corporation Of India LtdUtilities8.55%
National Bank For Agriculture And Rural DevelopmentUtilities3.61%
Net Receivables / (Payables)Utilities2.88%
Tata Capital LimitedUtilities2.68%
Bajaj Housing Finance LimitedUtilities2.67%
HDFC Bank LimitedUtilities2.61%
SIDDHIVINAYAK SECURITISATION TRUSTUtilities2.49%
Nuclear Power Corporation Of India LimitedUtilities2.48%
Small Industries Development Bank Of IndiaUtilities2.48%
Rec LimitedUtilities2.40%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

DS

Devang Shah

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Team

41 years

Combined Team Experience

AUM

₹ 23,646 Cr

Assets Under Management

HS
Hardik Shah
Co-Portfolio Manager

Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. degree.

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)0.97%

iconRegulatory & Tax Information

INF846K01ZU1
verified
ISIN
DailyDealing Frequency
CRISIL Corporate Debt A-II TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
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