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4 Best Debt Funds by Axis Mutual Fund 2023
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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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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹17.9771
↑ 0.01 ₹621 1.7 3.3 4.6 6.6 4 8.69% 1Y 7M 10D 1Y 11M 12D Axis Liquid Fund Growth ₹2,479.89
↑ 0.33 ₹27,226 1.7 3.3 5.6 4.3 4.9 7.23% 1M 7D 1M 8D Axis Strategic Bond Fund Growth ₹23.285
↑ 0.02 ₹1,644 1.7 3.4 4.6 6.9 3.8 8.38% 2Y 11M 1D 3Y 11M 8D Axis Short Term Fund Growth ₹25.9506
↑ 0.01 ₹7,096 1.5 3.1 4.3 6.4 3.7 7.87% 2Y 4M 28D 3Y 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23
(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 Below is the key information for Axis Credit Risk Fund Returns up to 1 year are on 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 Below is the key information for Axis Liquid Fund Returns up to 1 year are on (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 Below is the key information for Axis Strategic Bond Fund Returns up to 1 year are on To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved. Axis Short Term Fund is a Debt - Short term Bond fund was launched on 22 Jan 10. It is a fund with Moderately Low risk and has given a Below is the key information for Axis Short Term Fund Returns up to 1 year are on 1. Axis Credit Risk Fund
CAGR/Annualized return of 7% since its launch. Ranked 4 in Credit Risk category. Return for 2022 was 4% , 2021 was 6% and 2020 was 8.2% . Axis Credit Risk Fund
Growth Launch Date 15 Jul 14 NAV (24 Mar 23) ₹17.9771 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹621 on 28 Feb 23 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.66 Sharpe Ratio -0.99 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 8.69% Effective Maturity 1 Year 11 Months 12 Days Modified Duration 1 Year 7 Months 10 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,647 29 Feb 20 ₹11,213 28 Feb 21 ₹11,971 28 Feb 22 ₹12,701 28 Feb 23 ₹13,235 Returns for Axis Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month 0.7% 3 Month 1.7% 6 Month 3.3% 1 Year 4.6% 3 Year 6.6% 5 Year 5.7% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2022 4% 2021 6% 2020 8.2% 2019 4.4% 2018 5.9% 2017 6.4% 2016 9.8% 2015 8.7% 2014 2013 Fund Manager information for Axis Credit Risk Fund
Name Since Tenure Devang Shah 15 Jul 14 8.56 Yr. Akhil Thakker 9 Nov 21 1.23 Yr. Data below for Axis Credit Risk Fund as on 28 Feb 23
Asset Allocation
Asset Class Value Cash 18.06% Debt 81.94% Debt Sector Allocation
Sector Value Corporate 68.77% Cash Equivalent 16.94% Government 11.9% Securitized 2.39% Credit Quality
Rating Value A 10.02% AA 42.4% AAA 47.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -6% ₹35 Cr 3,500,000
↑ 1,000,000 Motherson Sumi Systems Limited
Debentures | -5% ₹30 Cr 3,000 Godrej Housing Finance Limited
Debentures | -4% ₹25 Cr 250 Birla Corporation Limited
Debentures | -4% ₹23 Cr 230 7.26 2/6/2033 12:00:00 Am
Sovereign Bonds | -3% ₹20 Cr 2,000,000
↑ 2,000,000 Small Industries Development Bank Of India
Debentures | -3% ₹20 Cr 200 Sundew Properties Limited
Debentures | -3% ₹19 Cr 200 Dlf Cyber City Developers Ltd
Debentures | -3% ₹19 Cr 200 Sepset Constructions Limited
Debentures | -3% ₹19 Cr 210 Indinfravit TRust
Debentures | -3% ₹16 Cr 170 2. Axis Liquid Fund
CAGR/Annualized return of 7% since its launch. Ranked 21 in Liquid Fund category. Return for 2022 was 4.9% , 2021 was 3.3% and 2020 was 4.3% . Axis Liquid Fund
Growth Launch Date 9 Oct 09 NAV (24 Mar 23) ₹2,479.89 ↑ 0.33 (0.01 %) Net Assets (Cr) ₹27,226 on 28 Feb 23 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0 Sharpe Ratio -0.93 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.23% Effective Maturity 1 Month 8 Days Modified Duration 1 Month 7 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,754 29 Feb 20 ₹11,434 28 Feb 21 ₹11,881 28 Feb 22 ₹12,280 28 Feb 23 ₹12,937 Returns for Axis Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 3.3% 1 Year 5.6% 3 Year 4.3% 5 Year 5.3% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.9% 2021 3.3% 2020 4.3% 2019 6.6% 2018 7.5% 2017 6.7% 2016 7.6% 2015 8.4% 2014 9.1% 2013 9.2% Fund Manager information for Axis Liquid Fund
Name Since Tenure Devang Shah 5 Nov 12 10.25 Yr. Aditya Pagaria 13 Aug 16 6.47 Yr. Data below for Axis Liquid Fund as on 28 Feb 23
Asset Allocation
Asset Class Value Cash 100% Debt Sector Allocation
Sector Value Cash Equivalent 84.94% Corporate 8.19% Government 4.6% Securitized 0.65% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO/Reverse Repo | -22% ₹6,772 Cr Punjab National Bank
Certificate of Deposit | -2% ₹748 Cr 15,000 TATA Steel Limited
Commercial Paper | -2% ₹747 Cr 15,000 Aditya Birla Finance Limited
Commercial Paper | -2% ₹746 Cr 15,000 182 DTB 28042023
Sovereign Bonds | -2% ₹740 Cr 75,000,000
↑ 75,000,000 Hindustan Zinc Limited
Commercial Paper | -2% ₹596 Cr 12,000
↑ 12,000 91 DTB 16032023
Sovereign Bonds | -2% ₹572 Cr 57,500,000
↓ -40,000,000 HDFC Bank Limited
Certificate of Deposit | -2% ₹544 Cr 11,000 Reliance Industries Limited
CBLO/Reverse Repo | -2% ₹500 Cr National Bank For Agriculture And Rural Development
Commercial Paper | -2% ₹499 Cr 10,000 3. Axis Strategic Bond Fund
CAGR/Annualized return of 8% since its launch. Ranked 7 in Medium term Bond category. Return for 2022 was 3.8% , 2021 was 5.2% and 2020 was 10.5% . Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (24 Mar 23) ₹23.285 ↑ 0.02 (0.08 %) Net Assets (Cr) ₹1,644 on 28 Feb 23 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.07 Sharpe Ratio -0.97 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 8.38% Effective Maturity 3 Years 11 Months 8 Days Modified Duration 2 Years 11 Months 1 Day Sub Cat. Medium term Bond Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,702 29 Feb 20 ₹11,635 28 Feb 21 ₹12,525 28 Feb 22 ₹13,279 28 Feb 23 ₹13,798 Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month 0.9% 3 Month 1.7% 6 Month 3.4% 1 Year 4.6% 3 Year 6.9% 5 Year 6.7% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2022 3.8% 2021 5.2% 2020 10.5% 2019 7.1% 2018 6.7% 2017 7.5% 2016 11.6% 2015 6.8% 2014 15% 2013 4.7% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Devang Shah 5 Nov 12 10.25 Yr. Sachin Jain 1 Feb 23 0 Yr. Kaustubh Sule 9 Nov 21 1.23 Yr. Akhil Thakker 1 Feb 23 0 Yr. Data below for Axis Strategic Bond Fund as on 28 Feb 23
Asset Allocation
Asset Class Value Cash 7.74% Debt 92.26% Debt Sector Allocation
Sector Value Corporate 48.05% Government 44.25% Cash Equivalent 6.21% Securitized 1.48% Credit Quality
Rating Value A 8.17% AA 27.95% AAA 63.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -25% ₹401 Cr 40,000,000
↑ 7,500,000 7.26 2/6/2033 12:00:00 Am
Sovereign Bonds | -11% ₹187 Cr 18,779,400
↑ 18,779,400 JM Financial Credit Solutions Limited
Debentures | -3% ₹43 Cr 428 Motherson Sumi Systems Limited
Debentures | -2% ₹40 Cr 4,000 Pune Solapur Expressways Pvt. Ltd
Debentures | -2% ₹37 Cr 400 Bharti Telecom Limited
Debentures | -2% ₹35 Cr 350 Avanse Financial Services Limited
Debentures | -2% ₹33 Cr 330 7.1 4/18/2029 12:00:00 Am
Sovereign Bonds | -2% ₹32 Cr 3,200,000
↑ 500,000 Dlf Cyber City Developers Ltd
Debentures | -2% ₹29 Cr 300 Muthoot Finance Limited
Debentures | -2% ₹25 Cr 250 4. Axis Short Term Fund
CAGR/Annualized return of 7.5% since its launch. Ranked 26 in Short term Bond category. Return for 2022 was 3.7% , 2021 was 3.5% and 2020 was 10.1% . Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (24 Mar 23) ₹25.9506 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹7,096 on 28 Feb 23 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0 Sharpe Ratio -1.46 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.87% Effective Maturity 3 Years 25 Days Modified Duration 2 Years 4 Months 28 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,701 29 Feb 20 ₹11,815 28 Feb 21 ₹12,756 28 Feb 22 ₹13,315 28 Feb 23 ₹13,823 Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month 0.7% 3 Month 1.5% 6 Month 3.1% 1 Year 4.3% 3 Year 6.4% 5 Year 6.7% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 3.7% 2021 3.5% 2020 10.1% 2019 9.8% 2018 6.3% 2017 5.9% 2016 9.6% 2015 8.1% 2014 10% 2013 7.3% Fund Manager information for Axis Short Term Fund
Name Since Tenure Devang Shah 5 Nov 12 10.25 Yr. Data below for Axis Short Term Fund as on 28 Feb 23
Asset Allocation
Asset Class Value Cash 7.38% Debt 92.62% Debt Sector Allocation
Sector Value Corporate 59.97% Government 34.44% Cash Equivalent 3.92% Securitized 1.67% Credit Quality
Rating Value AA 17.02% AAA 82.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38 6/20/2027 12:00:00 Am
Sovereign Bonds | -8% ₹573 Cr 57,134,600
↓ -1,000,000 Housing Development Finance Corporation Limited
Debentures | -5% ₹343 Cr 3,450
↓ -50 Mahindra Rural Housing Finance Limited
Debentures | -3% ₹245 Cr 2,500 Power Finance Corporation Ltd.
Debentures | -3% ₹224 Cr 2,250
↑ 500 Hero Fincorp Limited
Debentures | -3% ₹200 Cr 2,000 Bharti Telecom Limited
Debentures | -3% ₹200 Cr 2,000 State Bank Of India
Debentures | -3% ₹199 Cr 2,100 Small Industries Development Bank Of India
Debentures | -2% ₹174 Cr 1,750 Hero Fincorp Limited
Debentures | -2% ₹150 Cr 1,500 Small Industries Development Bank Of India
Debentures | -2% ₹145 Cr 1,450
↑ 750
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