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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 May 15, 2019 , 280 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 ₹14.6248
↑ 0.01
₹1,6451.84.27.77.15.99.74%1Y 9M 18D2Y 3M 18D
Axis Strategic Bond Fund Growth ₹18.2902
↑ 0.02
₹1,2402.14.78.58.36.79.33%2Y 8M 12D3Y 10M 24D
Axis Liquid Fund Growth ₹2,084.76
↑ 0.39
₹21,0281.83.77.67.27.57.29%1M 29D2M 4D
Axis Dynamic Bond Fund Growth ₹18.9962
↑ 0.02
₹1302.45.28.97.26.28.97%4Y 2M 12D6Y 1M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 8.2% 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 May 19) ₹14.6248 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹1,645 on 31 Mar 19
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.73
Sharpe Ratio 2.08
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 9.74%
Effective Maturity 2 Years 3 Months 18 Days
Modified Duration 1 Year 9 Months 18 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
30 Apr 15₹10,792
30 Apr 16₹11,768
30 Apr 17₹12,783
30 Apr 18₹13,510
30 Apr 19₹14,462

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 May 19

DurationReturns
1 Month 0.4%
3 Month 1.8%
6 Month 4.2%
1 Year 7.7%
3 Year 7.1%
5 Year
10 Year
15 Year
Since launch 8.2%
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 Mar 19

Asset Allocation
Asset ClassValue
Cash7.4%
Debt92.6%
Debt Sector Allocation
SectorValue
Corporate72.74%
Securitized11.08%
Government8.78%
Cash Equivalent7.4%
Credit Quality
RatingValue
A21.7%
AA51.97%
AAA26.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
4%₹63 Cr
Dewan Housing Finance Corporation Limited
Debentures | -
4%₹59 Cr600,000
Mfl Securitisation Trust (28/09/2023) ** #
Unlisted bonds | -
3%₹55 Cr00
Sansar Trust Sep 2017 III SR-A7 PTC
Unlisted bonds | -
3%₹51 Cr22
Indian Hospitals Corporation Limited
Debentures | -
3%₹47 Cr455
Coastal Gujarat Power Limited
Debentures | -
3%₹45 Cr450
PVR Limited
Debentures | -
3%₹44 Cr450
Birla Corporation Limited
Debentures | -
3%₹44 Cr440
JSW Techno Projects Management Limited
Debentures | -
3%₹42 Cr400
Hinduja Leyland Finance Limited
Debentures | -
2%₹41 Cr420

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 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 May 19) ₹18.2902 ↑ 0.02   (0.09 %)
Net Assets (Cr) ₹1,240 on 31 Mar 19
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.16
Sharpe Ratio 2.19
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 9.33%
Effective Maturity 3 Years 10 Months 24 Days
Modified Duration 2 Years 8 Months 12 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹11,372
30 Apr 16₹12,253
30 Apr 17₹13,515
30 Apr 18₹14,419
30 Apr 19₹15,544

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 ₹209,201.
Net Profit of ₹29,201
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 May 19

DurationReturns
1 Month 0.5%
3 Month 2.1%
6 Month 4.7%
1 Year 8.5%
3 Year 8.3%
5 Year 9.2%
10 Year
15 Year
Since launch 8.8%
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 Mar 19

Asset Allocation
Asset ClassValue
Cash6.6%
Debt93.4%
Debt Sector Allocation
SectorValue
Corporate68.99%
Government20.48%
Cash Equivalent6.6%
Securitized3.94%
Credit Quality
RatingValue
A15.96%
AA40.99%
AAA43.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2029
Sovereign Bonds | -
5%₹68 Cr6,848,900
↑ 6,848,900
7.17% Govt Stock 2028
Sovereign Bonds | -
5%₹64 Cr6,500,000
↑ 5,500,000
POWER GRID CORPORATION OF INDIA LIMITED
Debentures | -
4%₹50 Cr500
↑ 250
Renew Power Ventures Private Limited
Debentures | -
3%₹37 Cr370
Coastal Gujarat Power Limited
Debentures | -
3%₹35 Cr350
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
2%₹31 Cr312
National Highways Authority Of India
Debentures | -
2%₹30 Cr300
↓ -250
Union Bank Of India
Debentures | -
2%₹29 Cr300
↑ 70
Net Receivables / (Payables)
Net Current Assets | -
2%₹27 Cr
JSW Techno Projects Management Limited
Debentures | -
2%₹26 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 7.9% 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 (19 May 19) ₹2,084.76 ↑ 0.39   (0.02 %)
Net Assets (Cr) ₹21,028 on 31 Mar 19
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.15
Sharpe Ratio 20.25
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.29%
Effective Maturity 2 Months 4 Days
Modified Duration 1 Month 29 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹10,893
30 Apr 16₹11,784
30 Apr 17₹12,625
30 Apr 18₹13,491
30 Apr 19₹14,507

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 May 19

DurationReturns
1 Month 0.6%
3 Month 1.8%
6 Month 3.7%
1 Year 7.6%
3 Year 7.2%
5 Year 7.7%
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 126.24 Yr.
Aditya Pagaria13 Aug 162.47 Yr.

Data below for Axis Liquid Fund as on 31 Mar 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent99.84%
Corporate0.16%
Credit Quality
RatingValue
AA1.62%
AAA98.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Net Current Assets | -
9%-₹2,672 Cr
EXPORT-IMPORT BANK OF INDIA
Commercial Paper | -
3%₹980 Cr19,800
Corporate Bond Repo
CBLO/Reverse Repo | -
3%₹969 Cr
CHENNAI PETROLEUM CORPORATION LTD
Commercial Paper | -
3%₹865 Cr17,400
↑ 17,400
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Commercial Paper | -
3%₹795 Cr16,000
↑ 10,000
Steel Authority Of India Limited
Commercial Paper | -
2%₹746 Cr15,000
↑ 15,000
ICICI BANK LIMITED
Certificate of Deposit | -
2%₹661 Cr66,500
↓ -1,000
Power Finance Corporation Ltd.
Commercial Paper | -
2%₹591 Cr12,000
↑ 12,000
Andhra Bank
Certificate of Deposit | -
2%₹571 Cr57,500
BANK OF INDIA
Certificate of Deposit | -
2%₹546 Cr55,000
↑ 55,000

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 8.3% 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 May 19) ₹18.9962 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹130 on 31 Mar 19
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.51
Sharpe Ratio 1.57
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 8.97%
Effective Maturity 6 Years 1 Month 6 Days
Modified Duration 4 Years 2 Months 12 Days
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹11,314
30 Apr 16₹12,209
30 Apr 17₹13,421
30 Apr 18₹13,892
30 Apr 19₹14,996

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 May 19

DurationReturns
1 Month 0.7%
3 Month 2.4%
6 Month 5.2%
1 Year 8.9%
3 Year 7.2%
5 Year 8.5%
10 Year
15 Year
Since launch 8.3%
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 Mar 19

Asset Allocation
Asset ClassValue
Cash4.31%
Debt95.69%
Debt Sector Allocation
SectorValue
Government53.14%
Corporate38.07%
Securitized4.48%
Cash Equivalent4.31%
Credit Quality
RatingValue
A20.33%
AA3.59%
AAA76.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Jio Infocomm Limited
Debentures | -
8%₹11 Cr110
Union Bank Of India
Debentures | -
8%₹11 Cr110
Punjab National Bank
Debentures | -
8%₹11 Cr110
08.35 GJ SDL 2029
Sovereign Bonds | -
8%₹10 Cr1,000,000
↑ 1,000,000
08.18 TN SDL 2028
Sovereign Bonds | -
8%₹10 Cr1,000,000
↑ 1,000,000
REC LIMITED
Debentures | -
7%₹9 Cr90
08.08 GJ SDL 2028
Sovereign Bonds | -
7%₹9 Cr900,000
↑ 900,000
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
7%₹9 Cr88
↑ 38
Syndicate Bank
Debentures | -
6%₹8 Cr80
Net Receivables / (Payables)
Net Current Assets | -
5%₹7 Cr

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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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