Axis Credit Risk Wk IDCW-R
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.8%
Sharpe Ratio0.92
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Jubilant Bevco LimitedUtilities4.46%
Jtpm Metal TRaders LimitedUtilities4.28%
Narayana Hrudayalaya LimitedUtilities3.95%
Aditya Birla Digital Fashion Ventures LimitedUtilities3.95%
6.94% Govt Stock 2036Utilities3.90%
Altius Telecom Infrastructure TrustUtilities3.84%
Clearing Corporation Of India LtdUtilities3.32%
Godrej Seeds & Genetics LimitedUtilities3.25%
Vedanta Aluminium Metal LimitedUtilities3.18%
Adani Airport Holdings LimitedUtilities3.14%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
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.
28 years
Combined Team Experience
₹ 16,437 Cr
Assets Under Management
Firm Overview
Total AUM₹3,61,984.16 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.61%
Regulatory & Tax Information
INF846K01PQ0
ISINDailyDealing Frequency
CRISIL Credit Risk Debt B-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)