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Top 4 Best Debt Funds by Axis Mutual Fund 2020 | Fincash

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4 Best Debt Funds by Axis Mutual Fund 2020

Updated on August 5, 2020 , 3410 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 (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹15.5218
↓ 0.00
₹6363.237.85.44.48.71%2Y 2Y 4M 24D
Axis Strategic Bond Fund Growth ₹20.226
↓ -0.01
₹8393.44.59.77.47.18.05%3Y 2M 12D4Y 1M 6D
Axis Liquid Fund Growth ₹2,227.12
↑ 0.15
₹27,03212.45.26.66.63.38%1M 22D1M 24D
Axis Dynamic Bond Fund Growth ₹22.5201
↓ -0.05
₹6124.37.112.68.7116.57%6Y 8Y 9M 18D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 20

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 7.5% since its launch.  Ranked 4 in Credit Risk category.  Return for 2019 was 4.4% , 2018 was 5.9% and 2017 was 6.4% .

Below is the key information for Axis Credit Risk Fund

Axis Credit Risk Fund
Growth
Launch Date 15 Jul 14
NAV (07 Aug 20) ₹15.5218 ↓ 0.00   (-0.03 %)
Net Assets (Cr) ₹636 on 30 Jun 20
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.73
Sharpe Ratio 2.16
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 8.71%
Effective Maturity 2 Years 4 Months 24 Days
Modified Duration 2 Years
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,957
31 Jul 17₹11,906
31 Jul 18₹12,458
31 Jul 19₹12,950
31 Jul 20₹13,988

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 ₹200,132.
Net Profit of ₹20,132
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 7 Aug 20

DurationReturns
1 Month 0.7%
3 Month 3.2%
6 Month 3%
1 Year 7.8%
3 Year 5.4%
5 Year 6.9%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.4%
2018 5.9%
2017 6.4%
2016 9.8%
2015 8.7%
2014
2013
2012
2011
2010
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure
Devang Shah15 Jul 145.97 Yr.

Data below for Axis Credit Risk Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash5.89%
Debt94.11%
Debt Sector Allocation
SectorValue
Corporate69.2%
Government17.11%
Securitized7.8%
Cash Equivalent5.89%
Credit Quality
RatingValue
A12.52%
AA30.34%
AAA57.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
13%₹81 Cr7,500,000
↑ 2,000,000
LIC Housing Finance Limited
Debentures | -
7%₹42 Cr400
↑ 400
Narmada Wind Energy Private Limited
Debentures | -
6%₹36 Cr400
ESSEL MINING & INDUSTRIES LIMITED
Debentures | -
6%₹35 Cr350
EMBASSY OFFICE PARKS REIT
Debentures | -
5%₹30 Cr270
Bahadur Chand Investments Private Limited
Debentures | -
5%₹30 Cr300
MFL SECURITISATION TRUST LXXIX
Unlisted bonds | -
5%₹30 Cr576
Net Receivables / (Payables)
Net Current Assets | -
4%₹28 Cr
INDIA GRID TRUST
Debentures | -
4%₹26 Cr250
Nirma Limited
Debentures | -
4%₹24 Cr250

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 8.8% since its launch.  Ranked 7 in Medium term Bond category.  Return for 2019 was 7.1% , 2018 was 6.7% and 2017 was 7.5% .

Below is the key information for Axis Strategic Bond Fund

Axis Strategic Bond Fund
Growth
Launch Date 28 Mar 12
NAV (07 Aug 20) ₹20.226 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹839 on 30 Jun 20
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.16
Sharpe Ratio 3.08
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 8.05%
Effective Maturity 4 Years 1 Month 6 Days
Modified Duration 3 Years 2 Months 12 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹11,012
31 Jul 17₹12,107
31 Jul 18₹12,761
31 Jul 19₹13,654
31 Jul 20₹15,040

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 7 Aug 20

DurationReturns
1 Month 0.9%
3 Month 3.4%
6 Month 4.5%
1 Year 9.7%
3 Year 7.4%
5 Year 8.5%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.1%
2018 6.7%
2017 7.5%
2016 11.6%
2015 6.8%
2014 15%
2013 4.7%
2012
2011
2010
Fund Manager information for Axis Strategic Bond Fund
NameSinceTenure
Devang Shah5 Nov 127.66 Yr.
Dhaval Patel1 Jun 182.08 Yr.

Data below for Axis Strategic Bond Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash6.25%
Debt93.75%
Debt Sector Allocation
SectorValue
Corporate51.48%
Government35.28%
Securitized6.99%
Cash Equivalent6.25%
Credit Quality
RatingValue
A3.89%
AA23.79%
AAA72.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2029
Sovereign Bonds | -
9%₹79 Cr7,348,900
↑ 7,300,000
GOVT STOCK
Sovereign Bonds | -
8%₹65 Cr6,000,000
↑ 6,000,000
LIC Housing Finance Limited
Debentures | -
6%₹46 Cr450
↑ 450
Rural Electrification Corporation Limited
Debentures | -
5%₹43 Cr400
Nirma Limited
Debentures | -
4%₹34 Cr350
EMBASSY OFFICE PARKS REIT
Debentures | -
4%₹31 Cr280
INDIA GRID TRUST
Debentures | -
3%₹29 Cr280
POWER FINANCE CORPORATION LIMITED
Debentures | -
3%₹28 Cr250
07.83 MH SDL 2030
Sovereign Bonds | -
3%₹27 Cr2,500,000
Indostar Capital Finance Limited
Debentures | -
3%₹25 Cr25

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 7.7% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2019 was 6.6% , 2018 was 7.5% and 2017 was 6.7% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (07 Aug 20) ₹2,227.12 ↑ 0.15   (0.01 %)
Net Assets (Cr) ₹27,032 on 30 Jun 20
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.14
Sharpe Ratio 12.76
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.38%
Effective Maturity 1 Month 24 Days
Modified Duration 1 Month 22 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,801
31 Jul 17₹11,543
31 Jul 18₹12,355
31 Jul 19₹13,276
31 Jul 20₹13,981

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 ₹200,132.
Net Profit of ₹20,132
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 7 Aug 20

DurationReturns
1 Month 0.3%
3 Month 1%
6 Month 2.4%
1 Year 5.2%
3 Year 6.6%
5 Year 6.9%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.6%
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%
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 127.66 Yr.
Aditya Pagaria13 Aug 163.88 Yr.

Data below for Axis Liquid Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent82.28%
Corporate16.09%
Government1.62%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
84 DTB 20082020
Sovereign Bonds | -
20%₹5,526 Cr555,000,000
↑ 25,000,000
Clearing Corporation Of India Ltd
CBLO | -
7%₹1,930 Cr
Net Receivables / (Payables)
Net Current Assets | -
6%-₹1,741 Cr
91 DTB 13082020
Sovereign Bonds | -
6%₹1,624 Cr163,000,000
91 DTB 27082020
Sovereign Bonds | -
5%₹1,338 Cr134,500,000
↑ 134,500,000
Reliance Industries Limited
Commercial Paper | -
5%₹1,247 Cr25,000
↑ 15,000
91 DTB 24092020
Sovereign Bonds | -
4%₹993 Cr100,000,000
↑ 100,000,000
Larsen And Toubro Limited
Commercial Paper | -
3%₹920 Cr18,500
↑ 18,500
National Housing Bank
Commercial Paper | -
3%₹744 Cr15,000
↑ 15,000
Reliance Jio Infocomm Limited
Commercial Paper | -
2%₹499 Cr10,000

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 9.1% since its launch.  Ranked 22 in Dynamic Bond category.  Return for 2019 was 11% , 2018 was 6.2% and 2017 was 3.4% .

Below is the key information for Axis Dynamic Bond Fund

Axis Dynamic Bond Fund
Growth
Launch Date 27 Apr 11
NAV (07 Aug 20) ₹22.5201 ↓ -0.05   (-0.20 %)
Net Assets (Cr) ₹612 on 30 Jun 20
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.47
Sharpe Ratio 3.18
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.57%
Effective Maturity 8 Years 9 Months 18 Days
Modified Duration 6 Years
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹11,050
31 Jul 17₹12,104
31 Jul 18₹12,298
31 Jul 19₹13,815
31 Jul 20₹15,666

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 ₹209,201.
Net Profit of ₹29,201
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 7 Aug 20

DurationReturns
1 Month 0.9%
3 Month 4.3%
6 Month 7.1%
1 Year 12.6%
3 Year 8.7%
5 Year 9.3%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11%
2018 6.2%
2017 3.4%
2016 13.4%
2015 6.7%
2014 14.1%
2013 4.9%
2012 10.8%
2011
2010
Fund Manager information for Axis Dynamic Bond Fund
NameSinceTenure
R Sivakumar27 Apr 119.18 Yr.
Devang Shah5 Nov 127.66 Yr.

Data below for Axis Dynamic Bond Fund as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash4.46%
Debt95.54%
Debt Sector Allocation
SectorValue
Government71.03%
Corporate24.51%
Cash Equivalent4.46%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Food Corporation Of India Ltd.
Debentures | -
8%₹47 Cr440
Clearing Corporation Of India Ltd
CBLO | -
5%₹31 Cr
Housing And Urban Development Corporation Ltd.
Debentures | -
5%₹28 Cr250
NHPC Limited
Debentures | -
5%₹28 Cr1,300
↑ 600
NTPC LIMITED
Debentures | -
4%₹26 Cr250
Housing Development Finance Corporation Limited
Debentures | -
4%₹25 Cr250
↑ 250
Bank Of Baroda
Debentures | -
4%₹22 Cr210
National Bank For Agriculture And Rural Development
Debentures | -
3%₹21 Cr200
↑ 50
National Bank For Agriculture And Rural Development
Debentures | -
3%₹20 Cr180
POWER FINANCE CORPORATION LIMITED
Debentures | -
3%₹19 Cr175
↓ -10

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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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