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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 May 16, 2022 , 7962 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 ₹17.0793
↑ 0.00
₹708-0.30.83.65.366.55%1Y 5M 1D1Y 9M 14D
Axis Liquid Fund Growth ₹2,360.41
↑ 0.28
₹25,6240.91.73.44.23.33.88%1M 12D1M 13D
Axis Strategic Bond Fund Growth ₹22.0984
↑ 0.01
₹1,861-0.60.43.46.55.26.63%2Y 8M 16D3Y 10M 13D
Axis Short Term Fund Growth ₹24.7605
↑ 0.01
₹10,350-0.20.62.76.83.55.5%1Y 9M 4D2Y 7M 6D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 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 7.1% 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 (18 May 22) ₹17.0793 ↑ 0.00   (0.02 %)
Net Assets (Cr) ₹708 on 31 Mar 22
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.66
Sharpe Ratio 2.75
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 6.55%
Effective Maturity 1 Year 9 Months 14 Days
Modified Duration 1 Year 5 Months 1 Day
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,569
30 Apr 19₹11,314
30 Apr 20₹11,630
30 Apr 21₹12,754
30 Apr 22₹13,368

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 18 May 22

DurationReturns
1 Month -0.6%
3 Month -0.3%
6 Month 0.8%
1 Year 3.6%
3 Year 5.3%
5 Year 5.7%
10 Year
15 Year
Since launch 7.1%
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 147.8 Yr.
Akhil Thakker9 Nov 210.47 Yr.

Data below for Axis Credit Risk Fund as on 31 Mar 22

Asset Allocation
Asset ClassValue
Cash12.54%
Debt87.46%
Debt Sector Allocation
SectorValue
Corporate70.39%
Government15.05%
Cash Equivalent12.54%
Securitized2.02%
Credit Quality
RatingValue
A10.02%
AA59.9%
AAA30.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Telesonic Networks Limited
Debentures | -
5%₹35 Cr350
Aditya Birla Fashion and Retail Limited
Debentures | -
4%₹31 Cr250
Bahadur Chand Investments Private Limited
Debentures | -
4%₹30 Cr300
5.63% Govt Stock 2026
Sovereign Bonds | -
4%₹29 Cr3,000,000
↑ 3,000,000
5.74% Govt Stock 2026
Sovereign Bonds | -
4%₹29 Cr3,000,000
↑ 3,000,000
Nirma Limited
Debentures | -
3%₹25 Cr250
Flometallic India Private Limited
Debentures | -
3%₹25 Cr250
Birla Corporation Limited
Debentures | -
3%₹24 Cr230
↑ 230
Hinduja Leyland Finance Limited
Debentures | -
3%₹20 Cr200
Sepset Constructions Limited
Debentures | -
3%₹20 Cr210

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 7.1% 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 (18 May 22) ₹2,360.41 ↑ 0.28   (0.01 %)
Net Assets (Cr) ₹25,624 on 31 Mar 22
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.23
Sharpe Ratio -2.07
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.88%
Effective Maturity 1 Month 13 Days
Modified Duration 1 Month 12 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,686
30 Apr 19₹11,490
30 Apr 20₹12,191
30 Apr 21₹12,605
30 Apr 22₹13,038

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 18 May 22

DurationReturns
1 Month 0.3%
3 Month 0.9%
6 Month 1.7%
1 Year 3.4%
3 Year 4.2%
5 Year 5.4%
10 Year
15 Year
Since launch 7.1%
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 129.49 Yr.
Aditya Pagaria13 Aug 165.72 Yr.

Data below for Axis Liquid Fund as on 31 Mar 22

Asset Allocation
Asset ClassValue
Cash100%
Debt Sector Allocation
SectorValue
Cash Equivalent62.28%
Corporate23.07%
Government14.65%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
91 Dtb 07072022
Sovereign Bonds | -
3%₹993 Cr100,000,000
91 Dtb 23062022
Sovereign Bonds | -
3%₹796 Cr80,000,000
India (Republic of)
Sovereign Bonds | -
2%₹694 Cr70,000,000
↑ 70,000,000
91 Dtb 13072022
Sovereign Bonds | -
2%₹675 Cr68,000,000
↑ 18,000,000
National Bank For Agriculture And Rural Development
Debentures | -
1%₹261 Cr2,600
L&T Metro Rail (Hyderabad) Limited
Debentures | -
1%₹250 Cr5,000
91 Dtb 02062022
Sovereign Bonds | -
1%₹249 Cr25,000,000
91 Dtb 26052022
Sovereign Bonds | -
1%₹234 Cr23,500,000
91 Dtb 12052022
Sovereign Bonds | -
1%₹200 Cr20,000,000
Bajaj Finance Ltd
Debentures | -
1%₹198 Cr4,000
↑ 4,000

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 8.1% 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 (18 May 22) ₹22.0984 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹1,861 on 31 Mar 22
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.05
Sharpe Ratio 2.25
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 6.63%
Effective Maturity 3 Years 10 Months 13 Days
Modified Duration 2 Years 8 Months 16 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,669
30 Apr 19₹11,501
30 Apr 20₹12,258
30 Apr 21₹13,453
30 Apr 22₹14,046

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 18 May 22

DurationReturns
1 Month -0.4%
3 Month -0.6%
6 Month 0.4%
1 Year 3.4%
3 Year 6.5%
5 Year 6.8%
10 Year
15 Year
Since launch 8.1%
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 129.49 Yr.
Kaustubh Sule9 Nov 210.47 Yr.

Data below for Axis Strategic Bond Fund as on 31 Mar 22

Asset Allocation
Asset ClassValue
Cash32.51%
Debt67.49%
Debt Sector Allocation
SectorValue
Corporate42.28%
Cash Equivalent31.7%
Government24.73%
Securitized1.28%
Credit Quality
RatingValue
A6.65%
AA34.35%
AAA59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.54% Govt Stock 2032
Sovereign Bonds | -
9%₹163 Cr17,000,000
↑ 1,500,000
5.53% Govt Stock 2033
Sovereign Bonds | -
5%₹85 Cr8,500,000
7.17% Govt Stock 2028
Sovereign Bonds | -
4%₹81 Cr8,000,000
Godrej Properties Limited
Debentures | -
2%₹46 Cr450
Pune Solapur Expressways Pvt. Ltd
Debentures | -
2%₹40 Cr400
Indostar Capital Finance Limited
Debentures | -
2%₹30 Cr300
Telesonic Networks Limited
Debentures | -
2%₹30 Cr300
Dlf Cyber City Developers Ltd
Debentures | -
2%₹29 Cr300
JM Financial Credit Solutions Limited
Debentures | -
1%₹27 Cr265
G R Infraprojects Limited
Debentures | -
1%₹27 Cr300

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 7.6% 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 (18 May 22) ₹24.7605 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹10,350 on 31 Mar 22
Category Debt - Short term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.99
Sharpe Ratio 1.13
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 5.5%
Effective Maturity 2 Years 7 Months 6 Days
Modified Duration 1 Year 9 Months 4 Days
Sub Cat. Short term Bond

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹10,545
30 Apr 19₹11,368
30 Apr 20₹12,440
30 Apr 21₹13,477
30 Apr 22₹13,958

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 18 May 22

DurationReturns
1 Month -0.4%
3 Month -0.2%
6 Month 0.6%
1 Year 2.7%
3 Year 6.8%
5 Year 6.7%
10 Year
15 Year
Since launch 7.6%
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 129.49 Yr.

Data below for Axis Short Term Fund as on 31 Mar 22

Asset Allocation
Asset ClassValue
Cash25.93%
Debt74.07%
Debt Sector Allocation
SectorValue
Corporate48.2%
Government35.41%
Cash Equivalent14.88%
Securitized1.51%
Credit Quality
RatingValue
AA14.55%
AAA85.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.53% Govt Stock 2033
Sovereign Bonds | -
4%₹450 Cr45,162,000
↓ -1,500,000
Axis Money Market Dir Gr
Investment Fund | -
4%₹381 Cr3,295,469
5.63% Govt Stock 2026
Sovereign Bonds | -
3%₹277 Cr28,500,000
↑ 10,000,000
Mahindra Rural Housing Finance Limited
Debentures | -
2%₹248 Cr2,500
Canara Bank
Domestic Bonds | -
2%₹245 Cr5,000
↑ 5,000
Hero Fincorp Limited
Debentures | -
2%₹200 Cr2,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹200 Cr2,000
182 Dtb 12102022
Sovereign Bonds | -
2%₹196 Cr20,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹187 Cr1,850
↓ -500
Reliance Industries Limited
Debentures | -
2%₹181 Cr1,750

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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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