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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 January 17, 2019 , 65 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 (%)2017 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹14.2838
↓ 0.00
₹1,6822.43.66.17.45.910.02%1Y 7M 6D1Y 10M 24D
Axis Liquid Fund Growth ₹2,035.42
↑ 0.43
₹23,7231.93.77.57.37.57.35%1M 8D1M 11D
Axis Strategic Bond Fund Growth ₹17.8132
↓ 0.00
₹1,2432.746.88.76.79.85%1Y 10M 24D2Y 4M 24D
Axis Short Term Fund Growth ₹19.8129
₹4,0792.53.96.57.36.38.57%1Y 3M 18D1Y 7M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 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 (18 Jan 19) ₹14.2838 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹1,682 on 30 Nov 18
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.73
Sharpe Ratio 1.11
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 10.02%
Effective Maturity 1 Year 10 Months 24 Days
Modified Duration 1 Year 7 Months 6 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,495
31 Dec 15₹11,408
31 Dec 16₹12,525
31 Dec 17₹13,331
31 Dec 18₹14,116

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 18 Jan 19

DurationReturns
1 Month 0.8%
3 Month 2.4%
6 Month 3.6%
1 Year 6.1%
3 Year 7.4%
5 Year
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
2017 5.9%
2016 6.4%
2015 9.8%
2014 8.7%
2013
2012
2011
2010
2009
2008
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure
Devang Shah15 Jul 144.3 Yr.

Data below for Axis Credit Risk Fund as on 30 Nov 18

Asset Allocation
Asset ClassValue
Cash1.37%
Debt94.12%
Other4.51%
Debt Sector Allocation
SectorValue
Corporate79.14%
Securitized10.1%
Government4.87%
Cash Equivalent1.37%
Credit Quality
RatingValue
A21.33%
AA54.12%
AAA24.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Receivables | -
5%₹76 Cr
Sansar Trust Sep 2017 III SR-A7 PTC
Unlisted bonds | -
4%₹66 Cr22
Dewan Housing Finance Corporation Limited
Debentures | -
4%₹59 Cr600,000
Nirma Limited
Debentures | -
3%₹56 Cr570
↑ 250
Coastal Gujarat Power Limited
Debentures | -
3%₹45 Cr450
PVR Limited
Debentures | -
3%₹44 Cr450
Birla Corporation Limited
Debentures | -
3%₹44 Cr440
Zenith Trust 2018 Series A1
Unlisted bonds | -
3%₹43 Cr650,000,000
JSW Techno Projects Management Limited
Debentures | -
2%₹41 Cr400
Hinduja Leyland Finance Limited
Debentures | -
2%₹41 Cr420

2. 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 8% 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 (18 Jan 19) ₹2,035.42 ↑ 0.43   (0.02 %)
Net Assets (Cr) ₹23,723 on 30 Nov 18
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.14
Sharpe Ratio 21.33
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.35%
Effective Maturity 1 Month 11 Days
Modified Duration 1 Month 8 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹10,910
31 Dec 15₹11,821
31 Dec 16₹12,724
31 Dec 17₹13,578
31 Dec 18₹14,590

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 18 Jan 19

DurationReturns
1 Month 0.6%
3 Month 1.9%
6 Month 3.7%
1 Year 7.5%
3 Year 7.3%
5 Year 7.8%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2017 7.5%
2016 6.7%
2015 7.6%
2014 8.4%
2013 9.1%
2012 9.2%
2011 9.7%
2010 9%
2009 5.6%
2008
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 125.99 Yr.
Aditya Pagaria13 Aug 162.22 Yr.

Data below for Axis Liquid Fund as on 30 Nov 18

Asset Allocation
Asset ClassValue
Cash113.09%
Debt Sector Allocation
SectorValue
Cash Equivalent89.04%
Corporate22.3%
Government1.75%
Credit Quality
RatingValue
AA0.46%
AAA99.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Receivables | -
13%-₹2,621 Cr
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Commercial Paper | -
5%₹984 Cr19,800
↓ -200
NTPC LIMITED
Commercial Paper | -
4%₹784 Cr15,800
↓ -200
VIJAYA BANK
Certificate of Deposit | -
4%₹740 Cr75,000
↑ 75,000
LARSEN AND TOUBRO LIMITED
Commercial Paper | -
3%₹597 Cr12,000
↑ 12,000
Indusind Bank Limited (10/01/2019) ** #
Net Current Assets | -
2%₹499 Cr50,000,000
↑ 50,000,000
GRASIM INDUSTRIES LIMITED
Commercial Paper | -
2%₹494 Cr9,900
ICICI BANK LIMITED
Certificate of Deposit | -
2%₹493 Cr49,500
↓ -500
BAMNIPAL STEEL LIMITED
Commercial Paper | -
2%₹492 Cr9,900
↓ -100
SUN PHARMACEUTICAL INDUSTRIES LIMITED
Commercial Paper | -
2%₹488 Cr9,800
↓ -100

3. 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 (18 Jan 19) ₹17.8132 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹1,243 on 30 Nov 18
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.16
Sharpe Ratio 1.49
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 9.85%
Effective Maturity 2 Years 4 Months 24 Days
Modified Duration 1 Year 10 Months 24 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹11,501
31 Dec 15₹12,279
31 Dec 16₹13,705
31 Dec 17₹14,732
31 Dec 18₹15,712

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 18 Jan 19

DurationReturns
1 Month 0.8%
3 Month 2.7%
6 Month 4%
1 Year 6.8%
3 Year 8.7%
5 Year 9.2%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2017 6.7%
2016 7.5%
2015 11.6%
2014 6.8%
2013 15%
2012 4.7%
2011
2010
2009
2008
Fund Manager information for Axis Strategic Bond Fund
NameSinceTenure
Devang Shah5 Nov 125.99 Yr.
Dhaval Patel1 Jun 180.42 Yr.

Data below for Axis Strategic Bond Fund as on 30 Nov 18

Asset Allocation
Asset ClassValue
Cash3.07%
Debt92.65%
Other4.28%
Debt Sector Allocation
SectorValue
Corporate75.68%
Government10.67%
Securitized6.3%
Cash Equivalent3.07%
Credit Quality
RatingValue
A18.21%
AA45.64%
AAA36.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Receivables | -
4%₹52 Cr
7.17% Govt Stock 2028
Sovereign Bonds | -
3%₹39 Cr4,000,000
↑ 500,000
Renew Power Ventures Private Limited
Debentures | -
3%₹37 Cr370
Clearing Corporation Of India Ltd
CBLO | -
3%₹36 Cr
Coastal Gujarat Power Limited
Debentures | -
3%₹35 Cr350
Suhani Trading And Investment Consultants Private Limited
Debentures | -
2%₹28 Cr280
JSW Techno Projects Management Limited
Debentures | -
2%₹26 Cr250
NRSS XXIX TRANSMISSION LIMITED
Debentures | -
2%₹25 Cr250
↓ -250
LIC Housing Finance Limited
Debentures | -
2%₹25 Cr250
↑ 250
JK Lakshmi Cement Ltd.
Debentures | -
2%₹25 Cr250

4. Axis Short Term Fund

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 CAGR/Annualized return of 7.9% since its launch.  Ranked 26 in Short term Bond category.  Return for 2018 was 6.3% , 2017 was 5.9% and 2016 was 9.6% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (18 Jan 19) ₹19.8129
Net Assets (Cr) ₹4,079 on 30 Nov 18
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.98
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 8.57%
Effective Maturity 1 Year 7 Months 6 Days
Modified Duration 1 Year 3 Months 18 Days
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹11,004
31 Dec 15₹11,896
31 Dec 16₹13,043
31 Dec 17₹13,817
31 Dec 18₹14,694

Axis Short Term 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 Short Term Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month 0.8%
3 Month 2.5%
6 Month 3.9%
1 Year 6.5%
3 Year 7.3%
5 Year 8%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2017 6.3%
2016 5.9%
2015 9.6%
2014 8.1%
2013 10%
2012 7.3%
2011 10.1%
2010 9.2%
2009
2008
Fund Manager information for Axis Short Term Fund
NameSinceTenure
Devang Shah5 Nov 125.99 Yr.

Data below for Axis Short Term Fund as on 30 Nov 18

Asset Allocation
Asset ClassValue
Cash23.39%
Debt73.67%
Other2.93%
Debt Sector Allocation
SectorValue
Corporate54.61%
Government21.21%
Cash Equivalent18.57%
Securitized2.67%
Credit Quality
RatingValue
AA8.75%
AAA91.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
4%₹193 Cr
Net Receivables / (Payables)
Receivables | -
3%₹141 Cr
National Bank For Agriculture And Rural Development
Debentures | -
3%₹125 Cr1,250
↑ 1,000
National Housing Bank
Debentures | -
3%₹125 Cr1,250
↑ 1,250
Reliance Industries Limited
Debentures | -
2%₹101 Cr1,050
↑ 50
LIC Housing Finance Limited
Debentures | -
2%₹100 Cr1,000
↑ 1,000
HDFC Bank Limited
Debentures | -
2%₹100 Cr1,000
↑ 1,000
Housing Development Finance Corporation Limited
Debentures | -
2%₹100 Cr100
IndusInd Bank Limited
Certificate of Deposit | -
2%₹98 Cr10,000
↑ 10,000
INDUSIND BANK LIMITED
Certificate of Deposit | -
2%₹97 Cr10,000
↑ 10,000

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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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