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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 November 13, 2019 , 683 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 ₹14.7178
↑ 0.01
₹1,3612.30.74.95.55.99.55%1Y 6M1Y 9M 18D
Axis Strategic Bond Fund Growth ₹18.8152
↑ 0.01
₹1,1882.237.76.86.78.55%1Y 9M 18D2Y 4M 24D
Axis Liquid Fund Growth ₹2,148.72
↑ 0.31
₹24,0041.43.16.977.55.69%1M 12D1M 14D
Axis Dynamic Bond Fund Growth ₹20.264
↑ 0.03
₹14126.8126.66.27.03%2Y 4M 24D3Y 7M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 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 7.5% 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 (15 Nov 19) ₹14.7178 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹1,361 on 30 Sep 19
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.73
Sharpe Ratio 0.25
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 9.55%
Effective Maturity 1 Year 9 Months 18 Days
Modified Duration 1 Year 6 Months
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,980
31 Oct 16₹11,990
31 Oct 17₹12,919
31 Oct 18₹13,466
31 Oct 19₹14,145

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 15 Nov 19

DurationReturns
1 Month 0.9%
3 Month 2.3%
6 Month 0.7%
1 Year 4.9%
3 Year 5.5%
5 Year 7.1%
10 Year
15 Year
Since launch 7.5%
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 30 Sep 19

Asset Allocation
Asset ClassValue
Cash7.35%
Debt92.65%
Debt Sector Allocation
SectorValue
Corporate77.37%
Cash Equivalent10.56%
Securitized6.5%
Government5.57%
Credit Quality
RatingValue
A12.66%
AA62.26%
AAA25.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Net Current Assets | -
4%₹57 Cr
Coastal Gujarat Power Limited
Debentures | -
3%₹46 Cr450
JSW Techno Projects Management Limited
Debentures | -
3%₹45 Cr400
Birla Corporation Limited
Debentures | -
3%₹44 Cr440
MFL SECURITISATION TRUST LXXIX
Unlisted bonds | -
3%₹43 Cr550
↓ -26
Hinduja Leyland Finance Limited
Debentures | -
3%₹42 Cr420
NIRCHEM Cement Limited
Debentures | -
3%₹39 Cr391
Bhopal Dhule Transmission Company Limited
Debentures | -
3%₹37 Cr378
Narmada Wind Energy Private Limited
Debentures | -
3%₹37 Cr400
ESSEL MINING & INDUSTRIES LIMITED
Debentures | -
3%₹35 Cr350

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 8.6% 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 (15 Nov 19) ₹18.8152 ↑ 0.01   (0.07 %)
Net Assets (Cr) ₹1,188 on 30 Sep 19
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.16
Sharpe Ratio 1.15
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 4 Months 24 Days
Modified Duration 1 Year 9 Months 18 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,064
31 Oct 16₹12,209
31 Oct 17₹13,241
31 Oct 18₹13,876
31 Oct 19₹14,981

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 15 Nov 19

DurationReturns
1 Month 0.9%
3 Month 2.2%
6 Month 3%
1 Year 7.7%
3 Year 6.8%
5 Year 8.3%
10 Year
15 Year
Since launch 8.6%
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 126.99 Yr.
Dhaval Patel1 Jun 181.42 Yr.

Data below for Axis Strategic Bond Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash16.84%
Debt83.16%
Debt Sector Allocation
SectorValue
Corporate59.78%
Government32.57%
Cash Equivalent4.08%
Securitized3.58%
Credit Quality
RatingValue
A11.41%
AA33.63%
AAA54.95%
Below B0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
7%₹89 Cr8,500,000
↑ 8,000,000
Hindustan Petroleum Corporation Limited
Debentures | -
4%₹50 Cr500
↑ 500
GOVT STOCK
Sovereign Bonds | -
4%₹45 Cr4,500,000
↑ 4,500,000
7.26% Govt Stock 2029
Sovereign Bonds | -
3%₹42 Cr4,048,900
↑ 4,000,000
Net Receivables / (Payables)
Net Current Assets | -
3%₹38 Cr
GOVT STOCK
Sovereign Bonds | -
3%₹37 Cr3,500,000
↑ 3,500,000
Coastal Gujarat Power Limited
Debentures | -
3%₹36 Cr350
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
3%₹33 Cr312
Union Bank Of India
Debentures | -
2%₹29 Cr300
JSW Techno Projects Management Limited
Debentures | -
2%₹28 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 (15 Nov 19) ₹2,148.72 ↑ 0.31   (0.01 %)
Net Assets (Cr) ₹24,004 on 30 Sep 19
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.15
Sharpe Ratio 13.01
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 5.69%
Effective Maturity 1 Month 14 Days
Modified Duration 1 Month 12 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,853
31 Oct 16₹11,699
31 Oct 17₹12,489
31 Oct 18₹13,395
31 Oct 19₹14,340

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 15 Nov 19

DurationReturns
1 Month 0.4%
3 Month 1.4%
6 Month 3.1%
1 Year 6.9%
3 Year 7%
5 Year 7.4%
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 126.48 Yr.
Aditya Pagaria13 Aug 162.71 Yr.

Data below for Axis Liquid Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Corporate70.72%
Cash Equivalent23.73%
Government5.56%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SYNDICATE BANK
Certificate of Deposit | -
5%₹1,292 Cr130,000
↑ 130,000
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
4%₹997 Cr20,000
Net Receivables / (Payables)
Net Current Assets | -
4%-₹973 Cr
RELIANCE RETAIL LIMITED
Commercial Paper | -
3%₹796 Cr16,000
Reliance Jio Infocomm Limited
Commercial Paper | -
3%₹695 Cr14,000
↑ 10,000
91 DTB 05122019
Sovereign Bonds | -
3%₹693 Cr69,899,100
↑ 69,899,100
INDIAN OIL CORPORATION LIMITED
Commercial Paper | -
3%₹622 Cr12,500
↑ 12,500
CANARA BANK
Certificate of Deposit | -
2%₹596 Cr60,000
↑ 60,000
91 DTB 12122019
Sovereign Bonds | -
2%₹555 Cr56,125,100
↑ 56,125,100
INDIAN OIL CORPORATION LIMITED
Commercial Paper | -
2%₹499 Cr10,000

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 8.6% 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 (15 Nov 19) ₹20.264 ↑ 0.03   (0.16 %)
Net Assets (Cr) ₹141 on 30 Sep 19
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.51
Sharpe Ratio 2.62
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.03%
Effective Maturity 3 Years 7 Months 6 Days
Modified Duration 2 Years 4 Months 24 Days
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,070
31 Oct 16₹12,232
31 Oct 17₹13,035
31 Oct 18₹13,375
31 Oct 19₹15,044

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 15 Nov 19

DurationReturns
1 Month 0.9%
3 Month 2%
6 Month 6.8%
1 Year 12%
3 Year 6.6%
5 Year 8.4%
10 Year
15 Year
Since launch 8.6%
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 30 Sep 19

Asset Allocation
Asset ClassValue
Cash17.77%
Debt82.23%
Debt Sector Allocation
SectorValue
Government60.07%
Corporate21.76%
Cash Equivalent17.77%
Securitized0.41%
Credit Quality
RatingValue
A16.6%
AA3.49%
AAA79.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
16%₹23 Cr2,200,000
↑ 2,200,000
Clearing Corporation Of India Ltd
CBLO | -
15%₹21 Cr
GOVT STOCK
Sovereign Bonds | -
14%₹20 Cr2,000,000
↑ 2,000,000
Punjab National Bank
Debentures | -
7%₹11 Cr110
POWER FINANCE CORPORATION LIMITED
Debentures | -
7%₹10 Cr100
7.26% Govt Stock 2029
Sovereign Bonds | -
7%₹10 Cr1,000,000
↓ -300,000
LIC HOUSING FINANCE LIMITED
Debentures | -
7%₹10 Cr100
↑ 100
REC LIMITED
Debentures | -
6%₹9 Cr90
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
6%₹9 Cr88
Syndicate Bank
Debentures | -
6%₹8 Cr80

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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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