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ਕਰਜ਼ਾ ਫੰਡ ਇਸ ਦੇ ਆਕਰਸ਼ਕ ਰਿਟਰਨ ਲਈ ਜਾਣੇ ਜਾਂਦੇ ਹਨ। ਇਹ ਇੱਕ ਕਿਸਮ ਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਜੋ ਸਥਿਰ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਆਮਦਨ ਸਰਕਾਰੀ ਪ੍ਰਤੀਭੂਤੀਆਂ, ਖਜ਼ਾਨਾ ਬਿੱਲ, ਕਾਰਪੋਰੇਟ ਵਰਗੀਆਂ ਪ੍ਰਤੀਭੂਤੀਆਂਬਾਂਡ, ਆਦਿ
ਕਈ ਕਿਸਮ ਦੇ ਕਰਜ਼ੇ ਫੰਡ ਹਨ ਜਿਵੇਂ ਕਿਤਰਲ ਫੰਡ, ਅਤਿਛੋਟੀ ਮਿਆਦ ਦੇ ਫੰਡ, ਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਫੰਡ, ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਲੰਬੇ ਸਮੇਂ ਦੀ ਆਮਦਨੀ ਫੰਡਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ. ਇਹ ਫੰਡ ਵੱਖ-ਵੱਖ ਪਰਿਪੱਕਤਾ ਦੇ ਨਾਲ ਵੱਖ-ਵੱਖ ਪ੍ਰਤੀਭੂਤੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ, ਇਸ ਤਰ੍ਹਾਂ ਕਰਜ਼ਾ ਫੰਡ ਤੁਹਾਡੇ ਛੋਟੇ ਤੋਂ ਮੱਧ ਦੀ ਯੋਜਨਾ ਬਣਾਉਣ ਲਈ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨਵਿੱਤੀ ਟੀਚੇ.
ਇਸ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਚਾਹਵਾਨ ਨਿਵੇਸ਼ਕ ਸੂਚੀਬੱਧ ਸਿਖਰ 4 ਵਿੱਚੋਂ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨਵਧੀਆ ਕਰਜ਼ਾ ਫੰਡ ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ। ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਔਸਤ ਪਰਿਪੱਕਤਾ, ਮਿਆਦ, ਆਦਿ।
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ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ?
ਐਕਸਿਸ ਸਕੀਮਾਂ ਚੰਗੀ ਤਰ੍ਹਾਂ ਨਿਯੰਤ੍ਰਿਤ ਹਨ, ਜਿਵੇਂ ਕਿਸੇਬੀ ਨਿਵੇਸ਼ਕਾਂ ਦੀ ਸੁਰੱਖਿਆ ਨੂੰ ਯਕੀਨੀ ਬਣਾਉਣ ਅਤੇ ਸੁਰੱਖਿਅਤ ਕਰਨ ਲਈ ਸਾਰੀਆਂ ਨਿਵੇਸ਼ ਗਤੀਵਿਧੀਆਂ ਨੂੰ ਨਿਯੰਤ੍ਰਿਤ ਅਤੇ ਨਿਗਰਾਨੀ ਕਰਦਾ ਹੈ।
ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ ਦੇ ਫੰਡ ਪ੍ਰਬੰਧਕਾਂ ਕੋਲ ਨਿਵੇਸ਼ ਦੇ ਫੈਸਲੇ ਲੈਣ ਵਿੱਚ ਇੱਕ ਅਮੀਰ ਤਜਰਬਾ ਹੈ। ਉਹਨਾਂ ਦਾ ਤਜਰਬਾ ਤੁਹਾਨੂੰ ਆਪਣਾ ਵਿਕਾਸ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰੇਗਾਪੂੰਜੀ ਲੰਬੇ ਸਮੇਂ ਤੋਂ ਵੱਧ.
ਐਕਸਿਸ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਗਏ ਤਰਲ ਫੰਡ ਵਰਗੇ ਡੈਬਟ ਫੰਡ ਕੁਦਰਤ ਵਿੱਚ ਬਹੁਤ ਜ਼ਿਆਦਾ ਤਰਲ ਹੁੰਦੇ ਹਨ ਅਤੇ ਇਹ ਜੋਖਮ-ਵਿਰੋਧੀ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਇੱਕ ਘੱਟ ਜੋਖਮ ਵਾਲਾ ਨਿਵੇਸ਼ ਵਿਕਲਪ ਹੁੰਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜੋ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ ਨਿਯਮਤ ਆਮਦਨ ਕਮਾਉਣਾ ਚਾਹੁੰਦੇ ਹਨ, ਉਹ ਇਸ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ।
ਸਰਬੋਤਮ ਐਕਸਿਸ ਕਰਜ਼ਾ ਮਿਉਚੁਅਲ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Credit Risk Fund Growth ₹22.1622
↑ 0.01 ₹367 2.3 3.8 8.9 8 8 8.08% 2Y 1M 24D 2Y 5M 12D Axis Strategic Bond Fund Growth ₹28.8579
↑ 0.00 ₹1,928 2.3 2.9 8.8 8.2 8.7 7.79% 3Y 2M 1D 4Y 3M 11D Axis Liquid Fund Growth ₹2,976.16
↑ 0.48 ₹35,360 1.4 3 6.7 7 7.4 6% 1M 6D 1M 8D Axis Short Term Fund Growth ₹31.8337
↓ 0.00 ₹12,346 2 3 8.7 7.7 8 6.88% 2Y 2M 19D 2Y 8M 26D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 4 Funds showcased
Commentary Axis Credit Risk Fund Axis Strategic Bond Fund Axis Liquid Fund Axis Short Term Fund Point 1 Bottom quartile AUM (₹367 Cr). Lower mid AUM (₹1,928 Cr). Highest AUM (₹35,360 Cr). Upper mid AUM (₹12,346 Cr). Point 2 Established history (11+ yrs). Established history (13+ yrs). Oldest track record among peers (16 yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Low. Risk profile: Moderately Low. Point 5 1Y return: 8.95% (top quartile). 1Y return: 8.82% (upper mid). 1Y return: 6.66% (bottom quartile). 1Y return: 8.66% (lower mid). Point 6 1M return: 0.79% (top quartile). 1M return: 0.74% (upper mid). 1M return: 0.49% (bottom quartile). 1M return: 0.63% (lower mid). Point 7 Sharpe: 2.49 (upper mid). Sharpe: 1.54 (bottom quartile). Sharpe: 3.13 (top quartile). Sharpe: 1.73 (lower mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 8.08% (top quartile). Yield to maturity (debt): 7.79% (upper mid). Yield to maturity (debt): 6.00% (bottom quartile). Yield to maturity (debt): 6.88% (lower mid). Point 10 Modified duration: 2.15 yrs (upper mid). Modified duration: 3.17 yrs (bottom quartile). Modified duration: 0.10 yrs (top quartile). Modified duration: 2.22 yrs (lower mid). Axis Credit Risk Fund
Axis Strategic Bond Fund
Axis Liquid Fund
Axis Short Term 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 Below is the key information for Axis Credit Risk Fund Returns up to 1 year are on (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. Research Highlights for Axis Strategic Bond Fund Below is the key information for Axis Strategic Bond Fund Returns up to 1 year are on 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. Research Highlights for Axis Liquid Fund Below is the key information for Axis Liquid Fund Returns up to 1 year are on 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. Research Highlights for Axis Short Term Fund Below is the key information for Axis Short Term Fund Returns up to 1 year are on 1. Axis Credit Risk Fund
Axis Credit Risk Fund
Growth Launch Date 15 Jul 14 NAV (27 Nov 25) ₹22.1622 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹367 on 31 Oct 25 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 2.49 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 8.08% Effective Maturity 2 Years 5 Months 12 Days Modified Duration 2 Years 1 Month 24 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value Returns for Axis Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.8% 3 Month 2.3% 6 Month 3.8% 1 Year 8.9% 3 Year 8% 5 Year 6.8% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 7% 2022 4% 2021 6% 2020 8.2% 2019 4.4% 2018 5.9% 2017 6.4% 2016 9.8% 2015 8.7% Fund Manager information for Axis Credit Risk Fund
Name Since Tenure Data below for Axis Credit Risk Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Axis Strategic Bond Fund
Axis Strategic Bond Fund
Growth Launch Date 28 Mar 12 NAV (27 Nov 25) ₹28.8579 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹1,928 on 31 Oct 25 Category Debt - Medium term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.08 Sharpe Ratio 1.54 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 7.79% Effective Maturity 4 Years 3 Months 11 Days Modified Duration 3 Years 2 Months 1 Day Sub Cat. Medium term Bond Growth of 10,000 investment over the years.
Date Value Returns for Axis Strategic Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 2.3% 6 Month 2.9% 1 Year 8.8% 3 Year 8.2% 5 Year 6.7% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 7.3% 2022 3.8% 2021 5.2% 2020 10.5% 2019 7.1% 2018 6.7% 2017 7.5% 2016 11.6% 2015 6.8% Fund Manager information for Axis Strategic Bond Fund
Name Since Tenure Data below for Axis Strategic Bond Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Axis Liquid Fund
Axis Liquid Fund
Growth Launch Date 9 Oct 09 NAV (27 Nov 25) ₹2,976.16 ↑ 0.48 (0.02 %) Net Assets (Cr) ₹35,360 on 31 Oct 25 Category Debt - Liquid Fund AMC Axis Asset Management Company Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.23 Sharpe Ratio 3.13 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6% Effective Maturity 1 Month 8 Days Modified Duration 1 Month 6 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value Returns for Axis Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 6.7% 3 Year 7% 5 Year 5.8% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.1% 2022 4.9% 2021 3.3% 2020 4.3% 2019 6.6% 2018 7.5% 2017 6.7% 2016 7.6% 2015 8.4% Fund Manager information for Axis Liquid Fund
Name Since Tenure Data below for Axis Liquid Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Axis Short Term Fund
Axis Short Term Fund
Growth Launch Date 22 Jan 10 NAV (27 Nov 25) ₹31.8337 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹12,346 on 31 Oct 25 Category Debt - Short term Bond AMC Axis Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.88 Sharpe Ratio 1.73 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.88% Effective Maturity 2 Years 8 Months 26 Days Modified Duration 2 Years 2 Months 19 Days Sub Cat. Short term Bond Growth of 10,000 investment over the years.
Date Value Returns for Axis Short Term Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 3% 1 Year 8.7% 3 Year 7.7% 5 Year 6% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.8% 2022 3.7% 2021 3.5% 2020 10.1% 2019 9.8% 2018 6.3% 2017 5.9% 2016 9.6% 2015 8.1% Fund Manager information for Axis Short Term Fund
Name Since Tenure Data below for Axis Short Term Fund as on 31 Oct 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Axis Credit Risk Fund