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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 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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹21.4399
↓ 0.00 ₹361 2.9 4.9 9.1 7.7 8 7.7% 2Y 3M 7D 2Y 11M 23D Axis Strategic Bond Fund Growth ₹28.0643
↓ -0.01 ₹1,945 2.9 5.2 9.6 8.2 8.7 7.55% 3Y 8M 12D 5Y 6M 22D Axis Liquid Fund Growth ₹2,905.7
↑ 0.29 ₹36,089 1.8 3.6 7.2 7 7.4 6.3% 1M 8D 1M 11D Axis Short Term Fund Growth ₹31.0103
↓ 0.00 ₹9,494 3 5.2 9.4 7.7 8 6.83% 2Y 7M 6D 3Y 2M 23D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
(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 (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 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 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 7.2% since its launch. Ranked 4 in Credit Risk
category. Return for 2024 was 8% , 2023 was 7% and 2022 was 4% . Axis Credit Risk Fund
Growth Launch Date 15 Jul 14 NAV (27 Jun 25) ₹21.4399 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹361 on 31 May 25 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.58 Sharpe Ratio 2.59 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 7.7% Effective Maturity 2 Years 11 Months 23 Days Modified Duration 2 Years 3 Months 7 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,883 31 May 22 ₹11,270 31 May 23 ₹12,038 31 May 24 ₹12,872 31 May 25 ₹14,063 Returns for Axis Credit Risk Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jun 25 Duration Returns 1 Month 0.4% 3 Month 2.9% 6 Month 4.9% 1 Year 9.1% 3 Year 7.7% 5 Year 7% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 7% 2022 4% 2021 6% 2020 8.2% 2019 4.4% 2018 5.9% 2017 6.4% 2016 9.8% 2015 8.7% Fund Manager information for Axis Credit Risk Fund
Name Since Tenure Devang Shah 15 Jul 14 10.89 Yr. Akhil Thakker 9 Nov 21 3.56 Yr. Data below for Axis Credit Risk Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 4.1% Equity 0.73% Debt 94.69% Other 0.48% Debt Sector Allocation
Sector Value Corporate 76.32% Government 18.37% Cash Equivalent 4.1% Credit Quality
Rating Value A 13.95% AA 49.7% AAA 36.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.92% Govt Stock 2039
Sovereign Bonds | -6% ₹21 Cr 2,000,000
↑ 2,000,000 Kohima Mariani Transmission Limited
Debentures | -5% ₹20 Cr 2,000 Birla Corporation Limited
Debentures | -4% ₹16 Cr 230 7.1% Govt Stock 2034
Sovereign Bonds | -4% ₹16 Cr 1,500,000 Aditya Birla Renewables Limited
Debentures | -4% ₹15 Cr 1,500 Nirma Limited
Debentures | -4% ₹15 Cr 1,500 Narayana Hrudayalaya Limited
Debentures | -4% ₹15 Cr 1,500
↑ 1,500 Altius Telecom Infrastructure Trust 7.45%
Debentures | -4% ₹15 Cr 1,500 Infopark Properties Ltd.
Debentures | -4% ₹15 Cr 1,500 Century Textiles And Industried Limited
Debentures | -4% ₹15 Cr 1,500 2. Axis Strategic Bond Fund
CAGR/Annualized
return of 8.1% since its launch. Ranked 7 in Medium term Bond
category. Return for 2024 was 8.7% , 2023 was 7.3% and 2022 was 3.8% . Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (27 Jun 25) ₹28.0643 ↓ -0.01 (-0.05 %) Net Assets (Cr) ₹1,945 on 31 May 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.06 Sharpe Ratio 2.56 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 7.55% Effective Maturity 5 Years 6 Months 22 Days Modified Duration 3 Years 8 Months 12 Days Sub Cat. Medium term Bond Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,879 31 May 22 ₹11,228 31 May 23 ₹12,078 31 May 24 ₹12,932 31 May 25 ₹14,232 Returns for Axis Strategic Bond Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jun 25 Duration Returns 1 Month 0.1% 3 Month 2.9% 6 Month 5.2% 1 Year 9.6% 3 Year 8.2% 5 Year 7.1% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 7.3% 2022 3.8% 2021 5.2% 2020 10.5% 2019 7.1% 2018 6.7% 2017 7.5% 2016 11.6% 2015 6.8% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Devang Shah 5 Nov 12 12.58 Yr. Sachin Jain 1 Feb 23 2.33 Yr. Akhil Thakker 1 Feb 23 2.33 Yr. Data below for Axis Strategic Bond Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 3.4% Equity 0.34% Debt 95.97% Other 0.28% Debt Sector Allocation
Sector Value Corporate 57.51% Government 38.46% Cash Equivalent 3.4% Credit Quality
Rating Value A 8.41% AA 38.88% AAA 52.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -17% ₹339 Cr 32,200,000
↑ 1,000,000 7.18% Govt Stock 2033
Sovereign Bonds | -5% ₹101 Cr 9,600,000
↑ 5,000,000 REC Ltd. 6.87%
Debentures | -5% ₹100 Cr 10,000
↑ 10,000 6.79% Govt Stock 2034
Sovereign Bonds | -5% ₹99 Cr 9,531,900
↓ -7,500,000 Nirma Limited
Debentures | -3% ₹61 Cr 6,000 Vedanta Limited
Debentures | -3% ₹60 Cr 6,000 Nuvama Wealth Finance Limited 9.75%
Debentures | -3% ₹58 Cr 5,800 DLF Cyber City Developers Ltd. 8.4%
Debentures | -3% ₹56 Cr 5,500 Aadhar Housing Finance Ltd. 8.65%
Debentures | -3% ₹53 Cr 5,200 7.48% National Bank For Agriculture And Rural Development
Debentures | -3% ₹51 Cr 5,000 3. Axis Liquid Fund
CAGR/Annualized
return of 7% since its launch. Ranked 21 in Liquid Fund
category. Return for 2024 was 7.4% , 2023 was 7.1% and 2022 was 4.9% . Axis Liquid Fund
Growth Launch Date 9 Oct 09 NAV (27 Jun 25) ₹2,905.7 ↑ 0.29 (0.01 %) Net Assets (Cr) ₹36,089 on 31 May 25 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.23 Sharpe Ratio 3.36 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.3% Effective Maturity 1 Month 11 Days Modified Duration 1 Month 8 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,324 31 May 22 ₹10,684 31 May 23 ₹11,356 31 May 24 ₹12,186 31 May 25 ₹13,072 Returns for Axis Liquid Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jun 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.6% 1 Year 7.2% 3 Year 7% 5 Year 5.5% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.1% 2022 4.9% 2021 3.3% 2020 4.3% 2019 6.6% 2018 7.5% 2017 6.7% 2016 7.6% 2015 8.4% Fund Manager information for Axis Liquid Fund
Name Since Tenure Devang Shah 5 Nov 12 12.58 Yr. Aditya Pagaria 13 Aug 16 8.8 Yr. Sachin Jain 3 Jul 23 1.91 Yr. Data below for Axis Liquid Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 99.81% Other 0.19% Debt Sector Allocation
Sector Value Cash Equivalent 82.13% Corporate 15.45% Government 2.23% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Clearing Corporation Of India Ltd
CBLO/Reverse Repo | -8% ₹3,624 Cr 91 Days Tbill Red 05-06-2025
Sovereign Bonds | -5% ₹2,303 Cr 231,000,000
↑ 6,000,000 Canara Bank (09/06/2025)
Certificate of Deposit | -3% ₹1,494 Cr 30,000 Reliance Jio Infocomm Ltd.
Commercial Paper | -3% ₹1,483 Cr 30,000 Export Import Bank Of India 09-Jun-2025 **
Commercial Paper | -3% ₹1,419 Cr 28,500 91 Days Tbill Red 12-06-2025
Sovereign Bonds | -3% ₹1,294 Cr 130,000,000 Reliance Industries Ltd.
Commercial Paper | -3% ₹1,290 Cr 26,000 National Bank For Agriculture And Rural Development (10/06/2025) **
Commercial Paper | -3% ₹1,229 Cr 24,700 Reliance Retail Ventures Limited
Commercial Paper | -2% ₹994 Cr 20,000 Reliance Jio Infocomm Ltd.
Commercial Paper | -2% ₹993 Cr 20,000 4. Axis Short Term Fund
CAGR/Annualized
return of 7.6% since its launch. Ranked 26 in Short term Bond
category. Return for 2024 was 8% , 2023 was 6.8% and 2022 was 3.7% . Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (27 Jun 25) ₹31.0103 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹9,494 on 31 May 25 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.92 Sharpe Ratio 2.54 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.83% Effective Maturity 3 Years 2 Months 23 Days Modified Duration 2 Years 7 Months 6 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,679 31 May 22 ₹10,967 31 May 23 ₹11,695 31 May 24 ₹12,466 31 May 25 ₹13,678 Returns for Axis Short Term Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Jun 25 Duration Returns 1 Month 0.3% 3 Month 3% 6 Month 5.2% 1 Year 9.4% 3 Year 7.7% 5 Year 6.2% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.8% 2022 3.7% 2021 3.5% 2020 10.1% 2019 9.8% 2018 6.3% 2017 5.9% 2016 9.6% 2015 8.1% Fund Manager information for Axis Short Term Fund
Name Since Tenure Devang Shah 5 Nov 12 12.58 Yr. Aditya Pagaria 3 Jul 23 1.91 Yr. Data below for Axis Short Term Fund as on 31 May 25
Asset Allocation
Asset Class Value Cash 11.55% Debt 88.2% Other 0.25% Debt Sector Allocation
Sector Value Corporate 63.95% Government 27.77% Cash Equivalent 8.03% Credit Quality
Rating Value AA 14.3% AAA 85.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -7% ₹628 Cr 59,625,200
↓ -18,000,000 7.18% Govt Stock 2033
Sovereign Bonds | -6% ₹613 Cr 58,000,000
↑ 11,000,000 7.48% National Bank For Agriculture And Rural Development
Debentures | -6% ₹540 Cr 53,000
↑ 12,500 India Grid Trust
Debentures | -2% ₹193 Cr 19,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹178 Cr 17,500 National Bank For Agriculture And Rural Development
Debentures | -2% ₹153 Cr 15,000 Kotak Mahindra Prime Ltd. 7.6%
Debentures | -1% ₹142 Cr 14,000
↑ 10,000 Rec Limited
Debentures | -1% ₹128 Cr 12,500
↑ 12,500 Indigrid Infrastructure Trust 7.88%
Debentures | -1% ₹128 Cr 12,500 Embassy Office Parks Reit
Debentures | -1% ₹128 Cr 12,500
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