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Top 4 Best Debt Funds by Axis Mutual Fund 2020 | Fincash

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4 Best Debt Funds by Axis Mutual Fund 2020

Updated on January 15, 2020 , 1165 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 ₹14.9013
↑ 0.00
₹1,3002.13.94.35.44.49.13%1Y 8M 12D2Y 1M 6D
Axis Strategic Bond Fund Growth ₹19.07
↑ 0.01
₹1,2292.2476.97.18.43%2Y 10M 24D4Y
Axis Liquid Fund Growth ₹2,167.92
↑ 0.30
₹30,6281.32.86.56.96.65.26%1M 1D1M 3D
Axis Dynamic Bond Fund Growth ₹20.5703
↑ 0.01
₹1732.43.211.26.6117.11%5Y 6M8Y 2M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jan 20

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 2019 was 4.4% , 2018 was 5.9% and 2017 was 6.4% .

Below is the key information for Axis Credit Risk Fund

Axis Credit Risk Fund
Growth
Launch Date 15 Jul 14
NAV (17 Jan 20) ₹14.9013 ↑ 0.00   (0.02 %)
Net Assets (Cr) ₹1,300 on 30 Nov 19
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.73
Sharpe Ratio 0.34
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 9.13%
Effective Maturity 2 Years 1 Month 6 Days
Modified Duration 1 Year 8 Months 12 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,870
31 Dec 16₹11,934
31 Dec 17₹12,702
31 Dec 18₹13,450
31 Dec 19₹14,036

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 ₹200,132.
Net Profit of ₹20,132
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 17 Jan 20

DurationReturns
1 Month 0.8%
3 Month 2.1%
6 Month 3.9%
1 Year 4.3%
3 Year 5.4%
5 Year 6.9%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4.4%
2017 5.9%
2016 6.4%
2015 9.8%
2014 8.7%
2013
2012
2011
2010
2009
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure
Devang Shah15 Jul 145.38 Yr.

Data below for Axis Credit Risk Fund as on 30 Nov 19

Asset Allocation
Asset ClassValue
Cash8.91%
Debt91.09%
Debt Sector Allocation
SectorValue
Corporate74.44%
Government10.57%
Cash Equivalent8.91%
Securitized6.09%
Credit Quality
RatingValue
A13.94%
AA57.75%
AAA28.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Net Current Assets | -
4%₹53 Cr
Coastal Gujarat Power Limited
Debentures | -
4%₹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%₹41 Cr576
↑ 26
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
JK Lakshmi Cement Ltd.
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 2019 was 7.1% , 2018 was 6.7% and 2017 was 7.5% .

Below is the key information for Axis Strategic Bond Fund

Axis Strategic Bond Fund
Growth
Launch Date 28 Mar 12
NAV (17 Jan 20) ₹19.07 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹1,229 on 30 Nov 19
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.16
Sharpe Ratio 1.25
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 8.43%
Effective Maturity 4 Years
Modified Duration 2 Years 10 Months 24 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,676
31 Dec 16₹11,916
31 Dec 17₹12,809
31 Dec 18₹13,662
31 Dec 19₹14,627

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 ₹203,125.
Net Profit of ₹23,125
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 17 Jan 20

DurationReturns
1 Month 1.1%
3 Month 2.2%
6 Month 4%
1 Year 7%
3 Year 6.9%
5 Year 7.6%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 7.1%
2017 6.7%
2016 7.5%
2015 11.6%
2014 6.8%
2013 15%
2012 4.7%
2011
2010
2009
Fund Manager information for Axis Strategic Bond Fund
NameSinceTenure
Devang Shah5 Nov 127.07 Yr.
Dhaval Patel1 Jun 181.5 Yr.

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

Asset Allocation
Asset ClassValue
Cash8.61%
Debt91.39%
Debt Sector Allocation
SectorValue
Corporate62.57%
Government25.48%
Cash Equivalent8.61%
Securitized3.34%
Credit Quality
RatingValue
A12.38%
AA35.46%
AAA52.16%
Below B0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GOVT STOCK
Sovereign Bonds | -
6%₹70 Cr7,000,000
↑ 2,500,000
Rural Electrification Corporation Limited
Debentures | -
4%₹51 Cr500
↑ 500
Net Receivables / (Payables)
Net Current Assets | -
4%₹47 Cr
GOVT STOCK
Sovereign Bonds | -
3%₹42 Cr4,000,000
↓ -4,500,000
GOVT STOCK
Sovereign Bonds | -
3%₹37 Cr3,500,000
Coastal Gujarat Power Limited
Debentures | -
3%₹36 Cr350
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
3%₹33 Cr312
Syndicate Bank
Debentures | -
3%₹31 Cr310
↑ 80
Union Bank Of India
Debentures | -
2%₹30 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 7.8% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2019 was 6.6% , 2018 was 7.5% and 2017 was 6.7% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (17 Jan 20) ₹2,167.92 ↑ 0.30   (0.01 %)
Net Assets (Cr) ₹30,628 on 30 Nov 19
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.14
Sharpe Ratio 13.93
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 5.26%
Effective Maturity 1 Month 3 Days
Modified Duration 1 Month 1 Day
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,835
31 Dec 16₹11,663
31 Dec 17₹12,446
31 Dec 18₹13,374
31 Dec 19₹14,262

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 17 Jan 20

DurationReturns
1 Month 0.4%
3 Month 1.3%
6 Month 2.8%
1 Year 6.5%
3 Year 6.9%
5 Year 7.3%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.6%
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%
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 127.07 Yr.
Aditya Pagaria13 Aug 163.3 Yr.

Data below for Axis Liquid Fund as on 30 Nov 19

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Corporate52.37%
Cash Equivalent46.41%
Government1.22%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
7%₹2,276 Cr
91 DTB 05122019
Sovereign Bonds | -
7%₹2,198 Cr219,899,100
↑ 150,000,000
Corporate Bond Repo
CBLO/Reverse Repo | -
5%₹1,547 Cr
Net Receivables / (Payables)
Net Current Assets | -
5%-₹1,439 Cr
91 DTB 30012020
Sovereign Bonds | -
4%₹1,283 Cr129,359,800
↑ 129,359,800
182 DTB 30012020
Sovereign Bonds | -
3%₹818 Cr82,500,000
↑ 82,500,000
Reliance Retail Limited
Commercial Paper | -
2%₹744 Cr15,000
↑ 15,000
Chennai Petroleum Corporation Ltd
Commercial Paper | -
2%₹697 Cr14,000
↑ 14,000
91 DTB 12122019
Sovereign Bonds | -
2%₹560 Cr56,125,100
Housing Development Finance Corporation Limited
Debentures | -
2%₹536 Cr5,350

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 2019 was 11% , 2018 was 6.2% and 2017 was 3.4% .

Below is the key information for Axis Dynamic Bond Fund

Axis Dynamic Bond Fund
Growth
Launch Date 27 Apr 11
NAV (17 Jan 20) ₹20.5703 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹173 on 30 Nov 19
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.47
Sharpe Ratio 2.61
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.11%
Effective Maturity 8 Years 2 Months 12 Days
Modified Duration 5 Years 6 Months
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,675
31 Dec 16₹12,106
31 Dec 17₹12,515
31 Dec 18₹13,293
31 Dec 19₹14,751

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 ₹203,125.
Net Profit of ₹23,125
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 17 Jan 20

DurationReturns
1 Month 1.7%
3 Month 2.4%
6 Month 3.2%
1 Year 11.2%
3 Year 6.6%
5 Year 7.8%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11%
2017 6.2%
2016 3.4%
2015 13.4%
2014 6.7%
2013 14.1%
2012 4.9%
2011 10.8%
2010
2009
Fund Manager information for Axis Dynamic Bond Fund
NameSinceTenure
R Sivakumar27 Apr 118.6 Yr.
Devang Shah5 Nov 127.07 Yr.

Data below for Axis Dynamic Bond Fund as on 30 Nov 19

Asset Allocation
Asset ClassValue
Cash14.42%
Debt85.58%
Debt Sector Allocation
SectorValue
Government50.26%
Corporate35.32%
Cash Equivalent14.42%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
17%₹29 Cr
POWER FINANCE CORPORATION LIMITED
Debentures | -
8%₹14 Cr135
↑ 35
NHPC Limited
Debentures | -
8%₹14 Cr700
↑ 700
INDIAN RAILWAY FINANCE CORPORATION LIMITED
Debentures | -
8%₹14 Cr140
↑ 140
Air India Assets Holding Ltd.
Debentures | -
8%₹14 Cr140
↑ 140
National Bank For Agriculture And Rural Development
Debentures | -
8%₹14 Cr130
↑ 130
07.23 GJ SDL 2029
Sovereign Bonds | -
6%₹10 Cr1,000,000
↑ 1,000,000
NATIONAL HIGHWAYS AUTHORITY OF INDIA
Debentures | -
5%₹9 Cr88
REC LIMITED
Debentures | -
5%₹9 Cr85
↓ -05
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Debentures | -
5%₹8 Cr80
↑ 80

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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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