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Snapshot
Snapshot
AXIS Corporate Bond Fund - Direct (IDCW-M)
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Summary
Fund Name : Axis Mutual Fund
Scheme Name : AXIS Corporate Bond Fund - Direct (IDCW-M)
AMC : Axis Mutual Fund
Type : Open
Category : Income Funds
Launch Date : 23-Jun-17
Fund Manager : Devang Shah
Net Assets:(Rs. cr) 8014.23
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 0.576969 % NA
Date 27-Apr-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -1.25 0.20 0.87 1.40 4.22 7.32 6.53 7.35
Category Avg 1.83 1.65 2.40 2.98 5.23 7.29 6.65 6.90
Category Best 305.50 3.51 8.08 66.41 73.99 30.49 27.85 13.58
Category Worst -1.25 -24.46 -24.46 -24.43 -22.97 -4.73 -0.67 1.06
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.0537 0.3845 1.2594 1.6061 0.0405
Asset Allocation
Holdings
Company Name% Hold
N A B A R D 10.02
S I D B I 9.47
Power Fin.Corpn. 7.41
REC Ltd 6.94
I R F C 5.42
Bharti Telecom 4.30
Bajaj Housing 4.17
Bajaj Finance 4.05
Tata Cap.Hsg. 3.18
IndiGrid Trust 2.81
Nuclear Power Co 2.33
HDB FINANC SER 1.74
Kotak Mahindra P 1.68
ICICI Securities 1.64
Kohima-Mariani T 1.34
Summit Digitel. 1.26
RJ Corp 1.23
Power Grid Corpn 1.10
Larsen & Toubro 0.94
E X I M Bank 0.93
L&T Metro Rail 0.92
Natl. Hous. Bank 0.82
Sundaram Home 0.68
Sundaram Finance 0.61
M & M Fin. Serv. 0.53
Jamnagar Utiliti 0.31
Pipeline Infra 0.31
NTPC 0.30
LIC Housing Fin. 0.12
GSEC2040 6.68 3.81
GSEC2036 0.94
Gujarat 2032 7.07 0.93
GSEC2066 0.63
Tamilnadu SDL 2030 0.62
GSEC2035 6.48 0.62
GSEC2055 7.24 0.48
Tamil Nadu 2033 0.32
Bihar 2030 0.31
Tamil Nadu 2030 0.31
GSEC2053 0.30
GSEC2027 0.29
GSEC2065 0.28
Karnataka 2035 0.13
GSEC2027 0.12
GSEC2028 0.11
Tamil Nadu 2028 0.06
GSEC2030 0.06
GSEC2063 0.06
GSEC2037 0.06
GSEC2030 0.05
Karnataka 2034 0.02
GSEC2028 0.02
GSEC2032 0.02
Telangana 2039 0.01
GSEC2032 6.28 0.01
Andhra Pradesh 2037 7.08 0.01
GSEC2034 0.00
C C I 1.22
Siddhivinayak Securitisation Trust 2.39
India Universal Trust 2.09
Shivshakti Securitisation Trust 1.66
Radhakrishna Securitisation Trust 0.67
Net CA & Others 1.91
Interest Rate Swaps Receive Floating 0.00
Tata Capital 2.50
SBI - CDMDF - Class A2 0.33
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