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ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ ਚੋਟੀ ਦੇ 4 ਸਭ ਤੋਂ ਵਧੀਆ ਕਰਜ਼ਾ ਫੰਡ | ਫਿਨਕੈਸ਼

ਫਿਨਕੈਸ਼ »ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ »ਕਰਜ਼ਾ ਫੰਡ

ਐਕਸਿਸ ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ 4 ਸਭ ਤੋਂ ਵਧੀਆ ਕਰਜ਼ਾ ਫੰਡ

Updated on October 11, 2024 , 9393 views

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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Axis

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Axis Credit Risk Fund Growth ₹20.1738
↑ 0.01
₹4322.34.28.26.178.52%2Y 3M2Y 10M 13D
Axis Strategic Bond Fund Growth ₹26.3341
↑ 0.00
₹1,9412.44.59.16.37.38.13%3Y 8M 8D5Y 3M 7D
Axis Liquid Fund Growth ₹2,767.19
↑ 0.51
₹28,8081.83.57.46.27.17.13%1M 13D1M 13D
Axis Dynamic Bond Fund Growth ₹28.017
↓ -0.01
₹1,6872.94.89.45.76.67.12%8Y 7M 6D19Y 11M 16D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Oct 24

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 2023 was 7% , 2022 was 4% and 2021 was 6% .

Below is the key information for Axis Credit Risk Fund

Axis Credit Risk Fund
Growth
Launch Date 15 Jul 14
NAV (11 Oct 24) ₹20.1738 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹432 on 15 Sep 24
Category Debt - Credit Risk
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.58
Sharpe Ratio 1.07
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 8.52%
Effective Maturity 2 Years 10 Months 13 Days
Modified Duration 2 Years 3 Months
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹10,815
30 Sep 21₹11,624
30 Sep 22₹12,014
30 Sep 23₹12,846
30 Sep 24₹13,875

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 11 Oct 24

DurationReturns
1 Month 0.8%
3 Month 2.3%
6 Month 4.2%
1 Year 8.2%
3 Year 6.1%
5 Year 6.7%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7%
2022 4%
2021 6%
2020 8.2%
2019 4.4%
2018 5.9%
2017 6.4%
2016 9.8%
2015 8.7%
2014
Fund Manager information for Axis Credit Risk Fund
NameSinceTenure
Devang Shah15 Jul 1410.14 Yr.
Akhil Thakker9 Nov 212.81 Yr.

Data below for Axis Credit Risk Fund as on 15 Sep 24

Asset Allocation
Asset ClassValue
Cash8.88%
Debt90.75%
Other0.37%
Debt Sector Allocation
SectorValue
Corporate70.9%
Government19.14%
Cash Equivalent8.88%
Securitized0.7%
Credit Quality
RatingValue
A14.46%
AA57.26%
AAA28.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
14%₹62 Cr6,100,000
↑ 400,000
Tata Projects Limited
Debentures | -
5%₹21 Cr2,100
Kohima Mariani Transmission Limited
Debentures | -
5%₹20 Cr2,000
Godrej Industries Limited
Debentures | -
5%₹20 Cr2,000
Birla Corporation Limited
Debentures | -
4%₹16 Cr230
Nirma Limited
Debentures | -
3%₹15 Cr1,500
Aadhar Housing Finance Ltd. 8.65%
Debentures | -
3%₹15 Cr1,500
Infopark Properties Limited
Debentures | -
3%₹15 Cr1,500
Delhi International Airport Limited
Debentures | -
3%₹15 Cr150
Shriram Housing Finance Limited
Debentures | -
3%₹15 Cr1,500
↑ 1,500

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% since its launch.  Ranked 7 in Medium term Bond category.  Return for 2023 was 7.3% , 2022 was 3.8% and 2021 was 5.2% .

Below is the key information for Axis Strategic Bond Fund

Axis Strategic Bond Fund
Growth
Launch Date 28 Mar 12
NAV (11 Oct 24) ₹26.3341 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹1,941 on 15 Sep 24
Category Debt - Medium term Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.06
Sharpe Ratio 1.02
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 8.13%
Effective Maturity 5 Years 3 Months 7 Days
Modified Duration 3 Years 8 Months 8 Days
Sub Cat. Medium term Bond

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹10,993
30 Sep 21₹11,808
30 Sep 22₹12,165
30 Sep 23₹13,021
30 Sep 24₹14,173

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 11 Oct 24

DurationReturns
1 Month 0.9%
3 Month 2.4%
6 Month 4.5%
1 Year 9.1%
3 Year 6.3%
5 Year 7.2%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 15%
Fund Manager information for Axis Strategic Bond Fund
NameSinceTenure
Devang Shah5 Nov 1211.83 Yr.
Sachin Jain1 Feb 231.58 Yr.
Akhil Thakker1 Feb 231.58 Yr.

Data below for Axis Strategic Bond Fund as on 15 Sep 24

Asset Allocation
Asset ClassValue
Cash5.95%
Debt93.79%
Other0.26%
Debt Sector Allocation
SectorValue
Corporate54.6%
Government39.44%
Cash Equivalent5.7%
Credit Quality
RatingValue
A11.26%
AA34.59%
AAA54.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
17%₹325 Cr31,900,000
↑ 1,700,000
7.23% Govt Stock 2039
Sovereign Bonds | -
7%₹144 Cr14,000,000
Nirma Limited
Debentures | -
3%₹60 Cr6,000
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹57 Cr5,600,000
Aadhar Housing Finance Ltd. 8.65%
Debentures | -
3%₹55 Cr5,500
DLF Cyber City Developers Limited 8.4%
Debentures | -
3%₹55 Cr5,500
Rajasthan (Government of ) 7.52%
- | -
3%₹51 Cr5,000,000
Mahanagar Telephone Nigam Limited
Debentures | -
3%₹50 Cr5,000
Tata Projects Limited
Debentures | -
3%₹49 Cr4,900
Century Textiles And Industried Limited
Debentures | -
2%₹45 Cr4,500

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% since its launch.  Ranked 21 in Liquid Fund category.  Return for 2023 was 7.1% , 2022 was 4.9% and 2021 was 3.3% .

Below is the key information for Axis Liquid Fund

Axis Liquid Fund
Growth
Launch Date 9 Oct 09
NAV (13 Oct 24) ₹2,767.19 ↑ 0.51   (0.02 %)
Net Assets (Cr) ₹28,808 on 31 Aug 24
Category Debt - Liquid Fund
AMC Axis Asset Management Company Limited
Rating
Risk Low
Expense Ratio 0.23
Sharpe Ratio 2.44
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.13%
Effective Maturity 1 Month 13 Days
Modified Duration 1 Month 13 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹10,488
30 Sep 21₹10,824
30 Sep 22₹11,267
30 Sep 23₹12,045
30 Sep 24₹12,935

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 11 Oct 24

DurationReturns
1 Month 0.6%
3 Month 1.8%
6 Month 3.5%
1 Year 7.4%
3 Year 6.2%
5 Year 5.3%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 9.1%
Fund Manager information for Axis Liquid Fund
NameSinceTenure
Devang Shah5 Nov 1211.83 Yr.
Aditya Pagaria13 Aug 168.05 Yr.
Sachin Jain3 Jul 231.16 Yr.

Data below for Axis Liquid Fund as on 31 Aug 24

Asset Allocation
Asset ClassValue
Cash99.73%
Other0.27%
Debt Sector Allocation
SectorValue
Cash Equivalent73.08%
Corporate20.82%
Government5.83%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
182 DTB 01112024
Sovereign Bonds | -
5%₹1,355 Cr137,000,000
91 DTB 21112024
Sovereign Bonds | -
4%₹1,153 Cr117,000,000
↑ 117,000,000
Indian Bank
Certificate of Deposit | -
4%₹1,044 Cr21,000
India (Republic of)
- | -
4%₹1,030 Cr103,500,000
Export-Import Bank Of India
Commercial Paper | -
3%₹913 Cr18,300
National Bank For Agriculture And Rural Development
Commercial Paper | -
3%₹897 Cr18,000
91 DTB 07112024
Sovereign Bonds | -
3%₹855 Cr86,500,000
Reliance Retail Ventures Limited
Commercial Paper | -
3%₹838 Cr17,000
Indian Oil Corporation Limited
Commercial Paper | -
3%₹748 Cr15,000
↑ 15,000
Indusind Bank Limited
Certificate of Deposit | -
3%₹746 Cr15,000

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% since its launch.  Ranked 22 in Dynamic Bond category.  Return for 2023 was 6.6% , 2022 was 2.1% and 2021 was 3.9% .

Below is the key information for Axis Dynamic Bond Fund

Axis Dynamic Bond Fund
Growth
Launch Date 27 Apr 11
NAV (11 Oct 24) ₹28.017 ↓ -0.01   (-0.04 %)
Net Assets (Cr) ₹1,687 on 15 Sep 24
Category Debt - Dynamic Bond
AMC Axis Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 0.57
Sharpe Ratio 0.71
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.12%
Effective Maturity 19 Years 11 Months 16 Days
Modified Duration 8 Years 7 Months 6 Days
Sub Cat. Dynamic Bond

Growth of 10,000 investment over the years.

DateValue
30 Sep 19₹10,000
30 Sep 20₹11,159
30 Sep 21₹11,872
30 Sep 22₹11,947
30 Sep 23₹12,817
30 Sep 24₹13,993

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 ₹200,132.
Net Profit of ₹20,132
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 11 Oct 24

DurationReturns
1 Month 0.8%
3 Month 2.9%
6 Month 4.8%
1 Year 9.4%
3 Year 5.7%
5 Year 6.9%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.6%
2022 2.1%
2021 3.9%
2020 12.3%
2019 11%
2018 6.2%
2017 3.4%
2016 13.4%
2015 6.7%
2014 14.1%
Fund Manager information for Axis Dynamic Bond Fund
NameSinceTenure
Devang Shah5 Nov 1211.83 Yr.
Hardik Shah5 Apr 240.41 Yr.

Data below for Axis Dynamic Bond Fund as on 15 Sep 24

Asset Allocation
Asset ClassValue
Cash3.4%
Debt96.33%
Other0.27%
Debt Sector Allocation
SectorValue
Government85.59%
Corporate10.74%
Cash Equivalent3.4%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
24%₹397 Cr39,000,000
↑ 6,500,000
7.34% Govt Stock 2064
Sovereign Bonds | -
21%₹349 Cr33,500,000
↑ 10,500,000
7.25% Govt Stock 2063
Sovereign Bonds | -
12%₹201 Cr19,500,000
7.18% Govt Stock 2037
Sovereign Bonds | -
5%₹92 Cr9,000,000
↓ -1,500,000
7.3% Govt Stock 2053
Sovereign Bonds | -
5%₹83 Cr8,000,000
State Bank Of India
Debentures | -
3%₹55 Cr570
7.26% Govt Stock 2033
Sovereign Bonds | -
3%₹51 Cr5,000,000
7.09% Govt Stock 2054
Sovereign Bonds | -
3%₹50 Cr5,000,000
↑ 5,000,000
Power Grid Corporation Of India Limited
Debentures | -
3%₹44 Cr5,000
HDFC Bank Limited
Debentures | -
2%₹30 Cr30
↓ -10

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