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Top 4 Best Debt Funds by Axis Mutual Fund 2019 | Fincash

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4 Best Debt Funds by Axis Mutual Fund 2019

Updated on September 15, 2019 , 391 views

Debt fund are known for its attractive returns. These are a type of Mutual Funds that invest in fixed income securities like Government securities, Treasury bills, Corporate Bonds, etc.

There are various types of debt funds like Liquid Funds, ultra short term funds, short term funds, long term income funds offered by Axis Mutual Fund. These funds invest in different securities with different maturity, thus debt funds are a great option to plan your short to mid Financial goals.

Investors keen to invest in this scheme can choose from the listed top 4 Best Debt Funds by Axis Mutual Fund. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, average maturity, duration, etc.

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Axis

Why Invest in Axis Mutual Fund?

  • Axis schemes are well-regulated, as SEBI regulates and monitors all investment activities to ensure and safeguard investors’ safety.

  • The fund managers at Axis Mutual Fund have a rich experience in making investment decisions. Their experience will help you grow your capital over a long term.

  • Debt funds like a liquid fund offered by Axis is highly liquid in nature also it is a low-risk investment option for risk-averse investors. Investors who want to earn regular income over a short-term can invest in this scheme.

Best Axis Debt Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹14.4932
↓ 0.00
₹1,45720.14.55.65.99.05%1Y 7M 6D2Y
Axis Strategic Bond Fund Growth ₹18.5286
↓ -0.01
₹1,1892.62.67.57.16.78.59%2Y 4M 24D3Y
Axis Liquid Fund Growth ₹2,129.73
↑ 0.30
₹30,1151.63.57.37.17.56.01%1M 1D1M 4D
Axis Dynamic Bond Fund Growth ₹20.0012
↓ -0.02
₹1412.56.712.47.26.27.42%4Y 9M 18D7Y
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Sep 19

1. Axis Credit Risk Fund

(Erstwhile Axis Fixed Income Opportunities Fund)

To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns

Axis Credit Risk Fund is a Debt - Credit Risk fund was launched on 15 Jul 14. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 4 in Credit Risk category.  Return for 2018 was 5.9% , 2017 was 6.4% and 2016 was 9.8% .

Below is the key information for Axis Credit Risk Fund

Axis Credit Risk Fund
Growth
Launch Date 15 Jul 14
NAV (17 Sep 19) ₹14.4932 ↓ 0.00   (-0.03 %)
Net Assets (Cr) ₹1,457 on 31 Jul 19
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.73
Sharpe Ratio 0.13
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Yield to Maturity 9.05%
Effective Maturity 2 Years
Modified Duration 1 Year 7 Months 6 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹11,043
31 Aug 16₹12,091
31 Aug 17₹13,121
31 Aug 18₹13,717
31 Aug 19₹14,271

Axis Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Axis Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 19

DurationReturns
1 Month 0.6%
3 Month 2%
6 Month 0.1%
1 Year 4.5%
3 Year 5.6%
5 Year 7.3%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.9%
2017 6.4%
2016 9.8%
2015 8.7%
2014
2013
2012
2011
2010
2009
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure
Devang Shah15 Jul 144.71 Yr.

Data below for Axis Credit Risk Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash12.05%
Debt87.95%
Debt Sector Allocation
SectorValue
Corporate75.3%
Securitized8.97%
Government8.35%
Cash Equivalent7.37%
Credit Quality
RatingValue
A11.97%
AA56.11%
AAA30.5%
Below B1.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MFL SECURITISATION TRUST LXXIX
Unlisted bonds | -
3%₹47 Cr576
Coastal Gujarat Power Limited
Debentures | -
3%₹45 Cr450
PVR Limited
Debentures | -
3%₹45 Cr450
JSW Techno Projects Management Limited
Debentures | -
3%₹44 Cr400
Birla Corporation Limited
Debentures | -
3%₹44 Cr440
Hinduja Leyland Finance Limited
Debentures | -
3%₹42 Cr420
Oreliatrust Aug 2019 (24/08/2020) ** #
Unlisted bonds | -
3%₹40 Cr425
↑ 425
Narmada Wind Energy Private Limited
Debentures | -
3%₹37 Cr400
Bhopal Dhule Transmission Company Limited
Debentures | -
3%₹37 Cr378
↑ 178
ESSEL MINING & INDUSTRIES LIMITED
Debentures | -
2%₹35 Cr350
↑ 350

2. Axis Strategic Bond Fund

(Erstwhile Axis Income Fund)

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Axis Strategic Bond Fund is a Debt - Medium term Bond fund was launched on 28 Mar 12. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.6% since its launch.  Ranked 7 in Medium term Bond category.  Return for 2018 was 6.7% , 2017 was 7.5% and 2016 was 11.6% .

Below is the key information for Axis Strategic Bond Fund

Axis Strategic Bond Fund
Growth
Launch Date 28 Mar 12
NAV (17 Sep 19) ₹18.5286 ↓ -0.01   (-0.05 %)
Net Assets (Cr) ₹1,189 on 31 Jul 19
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.16
Sharpe Ratio 1.02
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Yield to Maturity 8.59%
Effective Maturity 3 Years
Modified Duration 2 Years 4 Months 24 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹11,212
31 Aug 16₹12,388
31 Aug 17₹13,556
31 Aug 18₹14,258
31 Aug 19₹15,287

Axis Strategic Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Axis Strategic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 19

DurationReturns
1 Month 0.5%
3 Month 2.6%
6 Month 2.6%
1 Year 7.5%
3 Year 7.1%
5 Year 8.7%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.7%
2017 7.5%
2016 11.6%
2015 6.8%
2014 15%
2013 4.7%
2012
2011
2010
2009
Fund Manager information for Axis Strategic Bond Fund
NameSinceTenure
Devang Shah5 Nov 126.4 Yr.
Dhaval Patel1 Jun 180.83 Yr.

Data below for Axis Strategic Bond Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash8.67%
Debt91.33%
Debt Sector Allocation
SectorValue
Corporate62.21%
Government27.17%
Cash Equivalent5.71%
Securitized4.91%
Credit Quality
RatingValue
A13.22%
AA34.3%
AAA51.57%
Below B0.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rural Electrification Corporation Limited
Debentures | -
4%₹49 Cr480
↓ -20
7.26% Govt Stock 2029
Sovereign Bonds | -
4%₹48 Cr4,548,900
↑ 950,000
Clearing Corporation Of India Ltd
CBLO | -
3%₹41 Cr
Coastal Gujarat Power Limited
Debentures | -
3%₹35 Cr350
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
3%₹33 Cr312
GOVT STOCK
Sovereign Bonds | -
3%₹31 Cr3,000,000
↓ -4,500,000
Union Bank Of India
Debentures | -
2%₹29 Cr300
JSW Techno Projects Management Limited
Debentures | -
2%₹27 Cr250
REC LIMITED
Debentures | -
2%₹26 Cr250
↑ 250
POWER FINANCE CORPORATION LIMITED
Debentures | -
2%₹25 Cr250
↓ -250

3. Axis Liquid Fund

To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However there can be no assurance that the investment objective of the scheme will be achieved.

Axis Liquid Fund is a Debt - Liquid Fund fund was launched on 9 Oct 09. It is a fund with Low risk and has given a CAGR/Annualized return of 7.9% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2018 was 7.5% , 2017 was 6.7% and 2016 was 7.6% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (17 Sep 19) ₹2,129.73 ↑ 0.30   (0.01 %)
Net Assets (Cr) ₹30,115 on 31 Jul 19
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.15
Sharpe Ratio 15.32
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.01%
Effective Maturity 1 Month 4 Days
Modified Duration 1 Month 1 Day
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹10,872
31 Aug 16₹11,736
31 Aug 17₹12,536
31 Aug 18₹13,426
31 Aug 19₹14,412

Axis Liquid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for Axis Liquid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 19

DurationReturns
1 Month 0.5%
3 Month 1.6%
6 Month 3.5%
1 Year 7.3%
3 Year 7.1%
5 Year 7.6%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.5%
2017 6.7%
2016 7.6%
2015 8.4%
2014 9.1%
2013 9.2%
2012 9.7%
2011 9%
2010 5.6%
2009
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 126.48 Yr.
Aditya Pagaria13 Aug 162.71 Yr.

Data below for Axis Liquid Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Corporate55.51%
Cash Equivalent35.76%
Government8.74%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
91 DTB 29082019
Sovereign Bonds | -
5%₹1,381 Cr138,676,500
↑ 24,909,200
OIL& NATURAL GAS CORPORATION LIMITED
Commercial Paper | -
3%₹997 Cr20,000
↑ 20,000
364 DTB 26092019
Sovereign Bonds | -
3%₹991 Cr100,000,000
↑ 100,000,000
Corporate Bond Repo
CBLO/Reverse Repo | -
3%₹968 Cr
National Bank For Agriculture And Rural Development
Commercial Paper | -
3%₹922 Cr18,500
↑ 15,500
INDIAN OIL CORPORATION LIMITED
Commercial Paper | -
3%₹798 Cr16,000
↑ 16,000
OIL& NATURAL GAS CORPORATION LIMITED
Commercial Paper | -
3%₹797 Cr16,000
↑ 16,000
INDIAN RAILWAY FINANCE CORPORATION LIMITED
Commercial Paper | -
2%₹743 Cr15,000
↑ 15,000
L & T Infrastructure Finance Company Limited
Commercial Paper | -
2%₹722 Cr14,500
↑ 14,500
182 DTB 22082019
Sovereign Bonds | -
2%₹713 Cr71,500,000
↑ 71,500,000

4. Axis Dynamic Bond Fund

To generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Axis Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 27 Apr 11. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.6% since its launch.  Ranked 22 in Dynamic Bond category.  Return for 2018 was 6.2% , 2017 was 3.4% and 2016 was 13.4% .

Below is the key information for Axis Dynamic Bond Fund

Axis Dynamic Bond Fund
Growth
Launch Date 27 Apr 11
NAV (17 Sep 19) ₹20.0012 ↓ -0.02   (-0.10 %)
Net Assets (Cr) ₹141 on 31 Jul 19
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.51
Sharpe Ratio 2.59
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.42%
Effective Maturity 7 Years
Modified Duration 4 Years 9 Months 18 Days
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹11,212
31 Aug 16₹12,438
31 Aug 17₹13,522
31 Aug 18₹13,727
31 Aug 19₹15,431

Axis Dynamic Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for Axis Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 19

DurationReturns
1 Month 0.5%
3 Month 2.5%
6 Month 6.7%
1 Year 12.4%
3 Year 7.2%
5 Year 8.9%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.2%
2017 3.4%
2016 13.4%
2015 6.7%
2014 14.1%
2013 4.9%
2012 10.8%
2011
2010
2009
Fund Manager information for Axis Dynamic Bond Fund
NameSinceTenure
R Sivakumar27 Apr 117.93 Yr.
Devang Shah5 Nov 126.4 Yr.

Data below for Axis Dynamic Bond Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash9.2%
Debt90.8%
Debt Sector Allocation
SectorValue
Government72.63%
Corporate15.51%
Cash Equivalent9.2%
Securitized2.67%
Credit Quality
RatingValue
A15.86%
AA3.39%
AAA80.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
22%₹31 Cr3,000,000
↑ 1,500,000
7.26% Govt Stock 2029
Sovereign Bonds | -
11%₹16 Cr1,500,000
↓ -2,300,000
POWER FINANCE CORPORATION LIMITED
Debentures | -
10%₹13 Cr130
Clearing Corporation Of India Ltd
CBLO | -
9%₹13 Cr
Punjab National Bank
Debentures | -
8%₹11 Cr110
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
7%₹9 Cr88
REC LIMITED
Debentures | -
7%₹9 Cr90
GOVT STOCK
Sovereign Bonds | -
6%₹8 Cr800,000
↑ 300,000
Syndicate Bank
Debentures | -
6%₹8 Cr80
National Bank For Agriculture And Rural Development
Debentures | -
4%₹5 Cr50

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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