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Top 4 Best Debt Funds by Axis Mutual Fund 2021 | Fincash

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4 Best Debt Funds by Axis Mutual Fund 2021

Updated on May 10, 2021 , 6194 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 (%)2020 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹16.4668
↑ 0.00
₹5932.13.69.46.58.20%
Axis Strategic Bond Fund Growth ₹21.3574
₹1,3491.839.38.110.50%
Axis Liquid Fund Growth ₹2,281
↑ 0.21
₹21,5680.81.53.35.64.30%
Axis Dynamic Bond Fund Growth ₹23.2411
↓ 0.00
₹1,9122.51.67.89.912.30%
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 21

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 7.6% since its launch.  Ranked 4 in Credit Risk category.  Return for 2020 was 8.2% , 2019 was 4.4% and 2018 was 5.9% .

Below is the key information for Axis Credit Risk Fund

Axis Credit Risk Fund
Growth
Launch Date 15 Jul 14
NAV (12 May 21) ₹16.4668 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹593 on 31 Mar 21
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.78
Sharpe Ratio 1.43
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 0%
Effective Maturity
Modified Duration
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
30 Apr 16₹10,000
30 Apr 17₹10,862
30 Apr 18₹11,480
30 Apr 19₹12,289
30 Apr 20₹12,633
30 Apr 21₹13,853

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 12 May 21

DurationReturns
1 Month 0.8%
3 Month 2.1%
6 Month 3.6%
1 Year 9.4%
3 Year 6.5%
5 Year 6.7%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 8.2%
2019 4.4%
2018 5.9%
2017 6.4%
2016 9.8%
2015 8.7%
2014
2013
2012
2011
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure
Devang Shah15 Jul 146.8 Yr.
Dhaval Patel4 Sep 200.65 Yr.

Data below for Axis Credit Risk Fund as on 31 Mar 21

Asset Allocation
Asset ClassValue
Cash6.53%
Debt93.47%
Debt Sector Allocation
SectorValue
Corporate75.4%
Government10.6%
Securitized7.46%
Cash Equivalent6.53%
Credit Quality
RatingValue
A11.78%
AA49.82%
AAA38.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.84% Govt Stock 2022
Sovereign Bonds | -
9%₹52 Cr5,000,000
Embassy Office Parks Reit
Debentures | -
6%₹33 Cr270
Bahadur Chand Investments Private Limited
Debentures | -
5%₹30 Cr300
India Grid Trust
Debentures | -
4%₹26 Cr250
Nirma Limited
Debentures | -
4%₹25 Cr250
Narmada Wind Energy Private Limited
Debentures | -
4%₹23 Cr266
Tata Steel Limited
Debentures | -
4%₹21 Cr120
Shining Metal Trust I
Unlisted bonds | -
3%₹20 Cr2,000
↑ 2,000
PVR Limited
Debentures | -
3%₹19 Cr200
Indinfravit Trust
Unlisted bonds | -
3%₹17 Cr170

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 8.7% since its launch.  Ranked 7 in Medium term Bond category.  Return for 2020 was 10.5% , 2019 was 7.1% and 2018 was 6.7% .

Below is the key information for Axis Strategic Bond Fund

Axis Strategic Bond Fund
Growth
Launch Date 28 Mar 12
NAV (12 May 21) ₹21.3574
Net Assets (Cr) ₹1,349 on 31 Mar 21
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.04
Sharpe Ratio 1.5
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 0%
Effective Maturity
Modified Duration
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
30 Apr 16₹10,000
30 Apr 17₹11,030
30 Apr 18₹11,768
30 Apr 19₹12,686
30 Apr 20₹13,520
30 Apr 21₹14,839

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 12 May 21

DurationReturns
1 Month 0.8%
3 Month 1.8%
6 Month 3%
1 Year 9.3%
3 Year 8.1%
5 Year 8.2%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 10.5%
2019 7.1%
2018 6.7%
2017 7.5%
2016 11.6%
2015 6.8%
2014 15%
2013 4.7%
2012
2011
Fund Manager information for Axis Strategic Bond Fund
NameSinceTenure
Devang Shah5 Nov 128.49 Yr.
Dhaval Patel1 Jun 182.92 Yr.

Data below for Axis Strategic Bond Fund as on 31 Mar 21

Asset Allocation
Asset ClassValue
Cash10.04%
Debt89.96%
Debt Sector Allocation
SectorValue
Corporate56.45%
Government28.89%
Cash Equivalent10.04%
Securitized4.63%
Credit Quality
RatingValue
A8.23%
AA34.75%
AAA57.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
National Bank For Agriculture And Rural Development
Debentures | -
6%₹75 Cr750
↑ 250
7.16% Govt Stock 2023
Sovereign Bonds | -
4%₹53 Cr5,000,000
↑ 5,000,000
6.84% Govt Stock 2022
Sovereign Bonds | -
4%₹52 Cr5,000,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹50 Cr500
LIC Housing Finance Limited
Debentures | -
4%₹50 Cr500
↑ 500
State Bank Of India
Debentures | -
4%₹49 Cr500
DLF Limited
Debentures | -
3%₹35 Cr350
↑ 350
Embassy Office Parks Reit
Debentures | -
3%₹34 Cr280
G R Infraprojects Limited
Debentures | -
2%₹30 Cr300
5.22% GOI 2025
Sovereign Bonds | -
2%₹30 Cr3,000,000
↓ -2,500,000

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 7.4% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2020 was 4.3% , 2019 was 6.6% and 2018 was 7.5% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (13 May 21) ₹2,281 ↑ 0.21   (0.01 %)
Net Assets (Cr) ₹21,568 on 31 Mar 21
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.16
Sharpe Ratio -2.18
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
30 Apr 16₹10,000
30 Apr 17₹10,714
30 Apr 18₹11,449
30 Apr 19₹12,311
30 Apr 20₹13,061
30 Apr 21₹13,505

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 ₹200,132.
Net Profit of ₹20,132
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 12 May 21

DurationReturns
1 Month 0.3%
3 Month 0.8%
6 Month 1.5%
1 Year 3.3%
3 Year 5.6%
5 Year 6.2%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 9%
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 128.49 Yr.
Aditya Pagaria13 Aug 164.72 Yr.

Data below for Axis Liquid Fund as on 31 Mar 21

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent66.73%
Corporate30.73%
Government2.54%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
364 DTB 27052021
Sovereign Bonds | -
6%₹1,219 Cr122,500,000
↑ 122,500,000
91 DTB 27052021
Sovereign Bonds | -
5%₹1,045 Cr105,000,000
↑ 25,000,000
364 DTB 03062021
Sovereign Bonds | -
3%₹751 Cr75,500,000
↑ 75,500,000
182 DTB 13052021
Sovereign Bonds | -
3%₹663 Cr66,500,000
↑ 66,500,000
364 DTB 13052021
Sovereign Bonds | -
3%₹558 Cr56,000,000
↑ 2,500,000
91 DTB 11062021
Sovereign Bonds | -
2%₹373 Cr37,500,000
↑ 37,500,000
91 DTB 30062021
Sovereign Bonds | -
2%₹347 Cr35,000,000
↑ 35,000,000
364 DTB 17062021
Sovereign Bonds | -
1%₹298 Cr30,000,000
↑ 30,000,000
91 DTB 17062021
Sovereign Bonds | -
1%₹298 Cr30,000,000
↑ 30,000,000
91 DTB 13052021
Sovereign Bonds | -
1%₹294 Cr29,500,000

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 8.8% since its launch.  Ranked 22 in Dynamic Bond category.  Return for 2020 was 12.3% , 2019 was 11% and 2018 was 6.2% .

Below is the key information for Axis Dynamic Bond Fund

Axis Dynamic Bond Fund
Growth
Launch Date 27 Apr 11
NAV (12 May 21) ₹23.2411 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹1,912 on 31 Mar 21
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.03
Sharpe Ratio 0.68
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 0%
Effective Maturity
Modified Duration
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
30 Apr 16₹10,000
30 Apr 17₹10,993
30 Apr 18₹11,378
30 Apr 19₹12,282
30 Apr 20₹13,850
30 Apr 21₹15,048

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 12 May 21

DurationReturns
1 Month 0.3%
3 Month 2.5%
6 Month 1.6%
1 Year 7.8%
3 Year 9.9%
5 Year 8.5%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 12.3%
2019 11%
2018 6.2%
2017 3.4%
2016 13.4%
2015 6.7%
2014 14.1%
2013 4.9%
2012 10.8%
2011
Fund Manager information for Axis Dynamic Bond Fund
NameSinceTenure
R Sivakumar27 Apr 1110.02 Yr.
Devang Shah5 Nov 128.49 Yr.

Data below for Axis Dynamic Bond Fund as on 31 Mar 21

Asset Allocation
Asset ClassValue
Cash6.03%
Debt93.97%
Debt Sector Allocation
SectorValue
Government80.18%
Corporate13.79%
Cash Equivalent6.03%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.85% Govt Stock 2030
Sovereign Bonds | -
21%₹406 Cr41,500,000
↑ 41,500,000
06.51 KA SDL 2030
Sovereign Bonds | -
6%₹116 Cr11,864,800
State Bank of India
Debentures | -
4%₹85 Cr870
06.87 MH SDL 2030
Sovereign Bonds | -
3%₹60 Cr6,000,000
Food Corporation of India Limited
Debentures | -
3%₹56 Cr540
Food Corporation of India
Debentures | -
3%₹52 Cr500
Housing Development Finance Corporation Limited
Debentures | -
3%₹50 Cr500
NHPC Limited
Debentures | -
2%₹47 Cr2,250
Housing Development Finance Corporation Limited
Debentures | -
2%₹46 Cr450
Indian Railway Finance Corporation Limited
Debentures | -
2%₹44 Cr400

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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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