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Top 4 Best Debt Funds by Axis Mutual Fund 2022 | Fincash

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4 Best Debt Funds by Axis Mutual Fund 2022

Updated on November 21, 2022 , 8352 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 (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹17.5936
↑ 0.00
₹6201.12.93.86.168.23%1Y 5M 12D1Y 11M 5D
Axis Liquid Fund Growth ₹2,426.12
↑ 0.44
₹29,7031.52.74.54.13.36.32%1M 11D1M 12D
Axis Strategic Bond Fund Growth ₹22.8006
↓ 0.00
₹1,5651.23.13.66.55.27.78%2Y 3M3Y 5M 19D
Axis Short Term Fund Growth ₹25.4506
↑ 0.00
₹7,4681.12.73.45.73.57.45%1Y 7M 28D2Y 2M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Nov 22

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% since its launch.  Ranked 4 in Credit Risk category.  Return for 2021 was 6% , 2020 was 8.2% and 2019 was 4.4% .

Below is the key information for Axis Credit Risk Fund

Axis Credit Risk Fund
Growth
Launch Date 15 Jul 14
NAV (23 Nov 22) ₹17.5936 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹620 on 15 Nov 22
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.66
Sharpe Ratio -0.75
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 8.23%
Effective Maturity 1 Year 11 Months 5 Days
Modified Duration 1 Year 5 Months 12 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
31 Oct 17₹10,000
31 Oct 18₹10,423
31 Oct 19₹10,949
31 Oct 20₹11,828
31 Oct 21₹12,609
31 Oct 22₹13,056

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 ₹197,169.
Net Profit of ₹17,169
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 23 Nov 22

DurationReturns
1 Month 0.9%
3 Month 1.1%
6 Month 2.9%
1 Year 3.8%
3 Year 6.1%
5 Year 5.6%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 6%
2020 8.2%
2019 4.4%
2018 5.9%
2017 6.4%
2016 9.8%
2015 8.7%
2014
2013
2012
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure
Devang Shah15 Jul 148.3 Yr.
Akhil Thakker9 Nov 210.98 Yr.

Data below for Axis Credit Risk Fund as on 15 Nov 22

Asset Allocation
Asset ClassValue
Cash16.31%
Debt83.69%
Debt Sector Allocation
SectorValue
Corporate62.69%
Government18.73%
Cash Equivalent16.31%
Securitized2.27%
Credit Quality
RatingValue
A9.79%
AA52.86%
AAA37.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.15% Govt Stock 2025
Sovereign Bonds | -
7%₹47 Cr5,000,000
Aditya Birla Fashion And Retail Limited
Debentures | -
5%₹32 Cr250
Bahadur Chand Investments Private Limited
Debentures | -
5%₹30 Cr300
Godrej Housing Finance Limited
Debentures | -
4%₹25 Cr250
7.26% Govt Stock 2032
Sovereign Bonds | -
4%₹25 Cr2,500,000
↑ 2,500,000
BRakes India Private Limited
Debentures | -
4%₹25 Cr250
Birla Corporation Limited
Debentures | -
4%₹23 Cr230
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹20 Cr2,000,000
↓ -2,500,000
Godrej Properties Limited
Debentures | -
3%₹20 Cr200
↓ -50
Hinduja Leyland Finance Limited
Debentures | -
3%₹20 Cr200

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 7% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2021 was 3.3% , 2020 was 4.3% and 2019 was 6.6% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (23 Nov 22) ₹2,426.12 ↑ 0.44   (0.02 %)
Net Assets (Cr) ₹29,703 on 15 Nov 22
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0
Sharpe Ratio -1.75
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.32%
Effective Maturity 1 Month 12 Days
Modified Duration 1 Month 11 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Oct 17₹10,000
31 Oct 18₹10,725
31 Oct 19₹11,482
31 Oct 20₹12,017
31 Oct 21₹12,399
31 Oct 22₹12,939

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 ₹197,169.
Net Profit of ₹17,169
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 23 Nov 22

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 2.7%
1 Year 4.5%
3 Year 4.1%
5 Year 5.3%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 9.7%
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 129.99 Yr.
Aditya Pagaria13 Aug 166.22 Yr.

Data below for Axis Liquid Fund as on 15 Nov 22

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent84.7%
Corporate10.78%
Government4.52%
Credit Quality
RatingValue
AA0.26%
AAA99.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO/Reverse Repo | -
13%₹3,585 Cr
Reliance Industries Limited
CBLO/Reverse Repo | -
4%₹1,151 Cr
182 Dtb 10112022
Sovereign Bonds | -
4%₹996 Cr100,000,000
↑ 63,000,000
National Bank For Agriculture And Rural Development
Commercial Paper | -
4%₹992 Cr20,000
91 DTB 03112022
Sovereign Bonds | -
3%₹897 Cr90,000,000
↑ 70,000,000
Small Industries Development Bank Of India
Commercial Paper | -
3%₹793 Cr16,000
Union Bank Of India
Certificate of Deposit | -
3%₹690 Cr14,000
↑ 14,000
Reliance Retail Ventures Limited
Commercial Paper | -
2%₹598 Cr12,000
L&T Metro Rail (Hyderabad) Limited
Commercial Paper | -
2%₹500 Cr10,000
L&T Finance Limited
Commercial Paper | -
2%₹499 Cr10,000
↑ 10,000

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% since its launch.  Ranked 7 in Medium term Bond category.  Return for 2021 was 5.2% , 2020 was 10.5% and 2019 was 7.1% .

Below is the key information for Axis Strategic Bond Fund

Axis Strategic Bond Fund
Growth
Launch Date 28 Mar 12
NAV (23 Nov 22) ₹22.8006 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹1,565 on 15 Nov 22
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.07
Sharpe Ratio -0.78
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 7.78%
Effective Maturity 3 Years 5 Months 19 Days
Modified Duration 2 Years 3 Months
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 17₹10,000
31 Oct 18₹10,479
31 Oct 19₹11,314
31 Oct 20₹12,482
31 Oct 21₹13,218
31 Oct 22₹13,653

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 ₹200,132.
Net Profit of ₹20,132
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 23 Nov 22

DurationReturns
1 Month 1%
3 Month 1.2%
6 Month 3.1%
1 Year 3.6%
3 Year 6.5%
5 Year 6.5%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012
Fund Manager information for Axis Strategic Bond Fund
NameSinceTenure
Devang Shah5 Nov 129.99 Yr.
Kaustubh Sule9 Nov 210.98 Yr.

Data below for Axis Strategic Bond Fund as on 15 Nov 22

Asset Allocation
Asset ClassValue
Cash28.2%
Debt71.8%
Debt Sector Allocation
SectorValue
Government36.83%
Corporate36.54%
Cash Equivalent25.17%
Securitized1.46%
Credit Quality
RatingValue
A8.43%
AA27.08%
AAA64.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2032
Sovereign Bonds | -
11%₹172 Cr17,500,000
↓ -5,000,000
7.38% Govt Stock 2027
Sovereign Bonds | -
10%₹165 Cr16,500,000
↑ 1,500,000
7.42% Govt Stock 2033
Sovereign Bonds | -
5%₹85 Cr8,500,000
7.17% Govt Stock 2028
Sovereign Bonds | -
5%₹79 Cr8,000,000
Pune Solapur Expressways Pvt. Ltd
Debentures | -
2%₹37 Cr400
Telesonic Networks Limited
Debentures | -
2%₹30 Cr300
Dlf Cyber City Developers Ltd
Debentures | -
2%₹29 Cr300
JM Financial Credit Solutions Limited
Debentures | -
2%₹27 Cr265
Muthoot Finance Limited
Debentures | -
2%₹25 Cr250
National Bank For Agriculture And Rural Development
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 7.5% since its launch.  Ranked 26 in Short term Bond category.  Return for 2021 was 3.5% , 2020 was 10.1% and 2019 was 9.8% .

Below is the key information for Axis Short Term Fund

Axis Short Term Fund
Growth
Launch Date 22 Jan 10
NAV (23 Nov 22) ₹25.4506 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹7,468 on 15 Nov 22
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0
Sharpe Ratio -1.37
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.45%
Effective Maturity 2 Years 2 Months 16 Days
Modified Duration 1 Year 7 Months 28 Days
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
31 Oct 17₹10,000
31 Oct 18₹10,462
31 Oct 19₹11,580
31 Oct 20₹12,754
31 Oct 21₹13,260
31 Oct 22₹13,666

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 ₹200,132.
Net Profit of ₹20,132
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 23 Nov 22

DurationReturns
1 Month 0.9%
3 Month 1.1%
6 Month 2.7%
1 Year 3.4%
3 Year 5.7%
5 Year 6.5%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 10.1%
Fund Manager information for Axis Short Term Fund
NameSinceTenure
Devang Shah5 Nov 129.99 Yr.

Data below for Axis Short Term Fund as on 15 Nov 22

Asset Allocation
Asset ClassValue
Cash23.68%
Debt76.32%
Debt Sector Allocation
SectorValue
Corporate50.76%
Government40.42%
Cash Equivalent6.95%
Securitized1.87%
Credit Quality
RatingValue
AA12.23%
AAA87.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corporation Limited
Debentures | -
5%₹378 Cr3,800
↓ -200
4.93% Govt Stock 2028
Sovereign Bonds | -
4%₹300 Cr30,500,000
↑ 2,500,000
National Bank For Agriculture And Rural Development
Debentures | -
3%₹258 Cr2,600
Mahindra Rural Housing Finance Limited
Debentures | -
3%₹242 Cr2,500
7.26% Govt Stock 2032
Sovereign Bonds | -
3%₹227 Cr23,000,000
↑ 23,000,000
Hero Fincorp Limited
Debentures | -
3%₹200 Cr2,000
7.38% Govt Stock 2027
Sovereign Bonds | -
2%₹180 Cr18,000,000
↓ -27,000,000
State Bank Of India
Debentures | -
2%₹152 Cr1,500
↑ 1,500
Hero Fincorp Limited
Debentures | -
2%₹151 Cr1,500
Sikka Ports & Terminals Limited
Debentures | -
1%₹110 Cr1,100

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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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