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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 October 17, 2020 , 4166 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 ₹15.7923
↑ 0.01
₹5662.14.28.25.74.48.55%1Y 4M 24D2Y 6M
Axis Strategic Bond Fund Growth ₹20.5902
↑ 0.01
₹8872.15.510.37.67.17.73%3Y 1M 6D4Y 8M 12D
Axis Liquid Fund Growth ₹2,241.86
↑ 0.23
₹24,8170.81.94.76.46.63.36%1M 13D1M 14D
Axis Dynamic Bond Fund Growth ₹22.7513
↑ 0.02
₹9920.87.613.29.1116.78%6Y 8Y 8M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 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 7.6% 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 (19 Oct 20) ₹15.7923 ↑ 0.01   (0.08 %)
Net Assets (Cr) ₹566 on 30 Sep 20
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.78
Sharpe Ratio 1.31
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 8.55%
Effective Maturity 2 Years 6 Months
Modified Duration 1 Year 4 Months 24 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,908
30 Sep 17₹11,774
30 Sep 18₹12,261
30 Sep 19₹12,811
30 Sep 20₹13,854

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 19 Oct 20

DurationReturns
1 Month 1%
3 Month 2.1%
6 Month 4.2%
1 Year 8.2%
3 Year 5.7%
5 Year 6.8%
10 Year
15 Year
Since launch 7.6%
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 146.22 Yr.
Dhaval Patel4 Sep 200.07 Yr.

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

Asset Allocation
Asset ClassValue
Cash5.93%
Debt94.07%
Debt Sector Allocation
SectorValue
Corporate87.37%
Securitized6.57%
Cash Equivalent5.93%
Government0.13%
Credit Quality
RatingValue
A8.1%
AA61.19%
AAA30.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Essel Mining & Industries Limited
Debentures | -
6%₹35 Cr350
Embassy Office Parks Reit
Debentures | -
6%₹32 Cr270
Bahadur Chand Investments Private Limited
Debentures | -
5%₹30 Cr300
India Grid Trust
Debentures | -
5%₹26 Cr250
MFL SECURITISATION TRUST LXXIX
Unlisted bonds | -
4%₹25 Cr576
Nirma Limited
Debentures | -
4%₹24 Cr250
Narmada Wind Energy Private Limited
Debentures | -
4%₹23 Cr266
Tata Steel Limited
Debentures | -
4%₹21 Cr120
Northern Arc Capital Limited
Debentures | -
4%₹20 Cr200
PVR Limited
Debentures | -
4%₹20 Cr200

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 (19 Oct 20) ₹20.5902 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹887 on 30 Sep 20
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.04
Sharpe Ratio 1.94
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 7.73%
Effective Maturity 4 Years 8 Months 12 Days
Modified Duration 3 Years 1 Month 6 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,982
30 Sep 17₹11,908
30 Sep 18₹12,478
30 Sep 19₹13,405
30 Sep 20₹14,736

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 19 Oct 20

DurationReturns
1 Month 1.3%
3 Month 2.1%
6 Month 5.5%
1 Year 10.3%
3 Year 7.6%
5 Year 8.2%
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 127.91 Yr.
Dhaval Patel1 Jun 182.33 Yr.

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

Asset Allocation
Asset ClassValue
Cash6.16%
Debt93.84%
Debt Sector Allocation
SectorValue
Corporate64.35%
Government23.48%
Cash Equivalent6.16%
Securitized6.01%
Credit Quality
RatingValue
A3.31%
AA45.34%
AAA51.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.77% GOI 2030
Sovereign Bonds | -
9%₹83 Cr8,500,000
↓ -2,500,000
Rural Electrification Corporation Limited
Debentures | -
5%₹43 Cr400
State Bank Of India
Debentures | -
5%₹40 Cr400
↑ 400
6.19% Govt Stock 2034
Sovereign Bonds | -
4%₹34 Cr3,500,000
↓ -500,000
Embassy Office Parks Reit
Debentures | -
4%₹33 Cr280
↑ 280
India Grid Trust
Debentures | -
3%₹29 Cr280
↑ 280
Power Finance Corporation Limited
Debentures | -
3%₹28 Cr250
↑ 250
7.26% Govt Stock 2029
Sovereign Bonds | -
3%₹25 Cr2,348,900
Nuvoco Vistas Corporation Ltd.
Debentures | -
3%₹25 Cr250
↑ 250
J.K.Cement Limited
Debentures | -
3%₹25 Cr250

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 7.6% 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 (19 Oct 20) ₹2,241.86 ↑ 0.23   (0.01 %)
Net Assets (Cr) ₹24,817 on 30 Sep 20
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.16
Sharpe Ratio 0.36
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.36%
Effective Maturity 1 Month 14 Days
Modified Duration 1 Month 13 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,787
30 Sep 17₹11,519
30 Sep 18₹12,343
30 Sep 19₹13,233
30 Sep 20₹13,879

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 19 Oct 20

DurationReturns
1 Month 0.3%
3 Month 0.8%
6 Month 1.9%
1 Year 4.7%
3 Year 6.4%
5 Year 6.7%
10 Year
15 Year
Since launch 7.6%
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 127.91 Yr.
Aditya Pagaria13 Aug 164.13 Yr.

Data below for Axis Liquid Fund as on 30 Sep 20

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent93.38%
Corporate6.62%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
182 DTB 15102020
Sovereign Bonds | -
7%₹1,623 Cr162,500,000
↓ -57,500,000
182 DTB 26112020
Sovereign Bonds | -
6%₹1,493 Cr150,000,000
↑ 150,000,000
91 DTB 29102020
Sovereign Bonds | -
5%₹1,342 Cr134,500,000
↓ -10,000,000
91 DTB 03122020
Sovereign Bonds | -
5%₹1,293 Cr130,000,000
↑ 130,000,000
91 DTB 05112020
Sovereign Bonds | -
5%₹1,181 Cr118,500,000
91 DTB 26112020
Sovereign Bonds | -
4%₹1,025 Cr103,000,000
↑ 3,000,000
91 DTB 01102020
Sovereign Bonds | -
4%₹1,000 Cr100,000,000
↑ 100,000,000
91 DTB 10122020
Sovereign Bonds | -
3%₹745 Cr75,000,000
↑ 75,000,000
91 DTB 22102020
Sovereign Bonds | -
3%₹734 Cr73,500,000
182 DTB 19112020
Sovereign Bonds | -
2%₹582 Cr58,500,000
↑ 23,500,000

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 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 (19 Oct 20) ₹22.7513 ↑ 0.02   (0.10 %)
Net Assets (Cr) ₹992 on 30 Sep 20
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.03
Sharpe Ratio 1.65
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.78%
Effective Maturity 8 Years 8 Months 12 Days
Modified Duration 6 Years
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,014
30 Sep 17₹11,796
30 Sep 18₹12,018
30 Sep 19₹13,511
30 Sep 20₹15,077

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 19 Oct 20

DurationReturns
1 Month 1.3%
3 Month 0.8%
6 Month 7.6%
1 Year 13.2%
3 Year 9.1%
5 Year 8.9%
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 119.44 Yr.
Devang Shah5 Nov 127.91 Yr.

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

Asset Allocation
Asset ClassValue
Cash4.52%
Debt95.48%
Debt Sector Allocation
SectorValue
Government66.53%
Corporate28.96%
Cash Equivalent4.52%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India
Debentures | -
9%₹90 Cr900
↑ 900
Food Corporation of India Limited
Debentures | -
6%₹57 Cr540
↑ 540
NHPC Limited
Debentures | -
5%₹47 Cr2,250
Housing Development Finance Corporation Limited
Debentures | -
5%₹46 Cr450
5.77% GOI 2030
Sovereign Bonds | -
4%₹44 Cr4,450,000
National Highways Authority of India
Debentures | -
4%₹38 Cr360
↑ 360
REC Limited
Debentures | -
4%₹36 Cr350
↑ 350
National Bank For Agriculture and Rural Development
Debentures | -
3%₹34 Cr310
↑ 310
Food Corporation of India
Debentures | -
3%₹32 Cr300
↑ 300
Power Finance Corporation Limited
Debentures | -
3%₹31 Cr300
↑ 300

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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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