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FIOF (April 2018) Leaflet WDP
FIOF (April 2018) Leaflet WDP
money to AXIS
FIXED INCOME
the fullest OPPORTUNITIES FUND
AN OPEN-ENDED DEBT SCHEME
March 2018
Diversified Past performance may or may not be sustained in future. Calculations are based on Growth Option NAV. Since inception (15 July 2014) returns are calculated on ` 10
invested at inception. The scheme is in existence for less than 5 years, hence performance for 5 year period is not provided. Different plans have different expense structure. Plan
of the scheme for which performance is given is indicated above. Devang Shah is managing the scheme since inception and he manages 43 schemes. Returns greater than 1 year
across
are Compounded Annual Growth Rates (CAGR).
ratings and
Risk Management
sectors
Risk Risk Management
Portfolio Characteristics
Controlled through diversification and stringent review of investable sectors;
Sector
Average Maturity Modified Duration Regulatory limits on sector exposure
2.4 years
1.9 years Diversification
Investment Universe based on credit research
Exposure to each issuer limited by its rating
Tight position limits
Yield to Maturity * Investment Horizon Duration Strictly adhere to duration limits specified in offer documents & investment policy