Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Fund House: Axis Mutual Fund
Category: Debt: Banking and PSU
Launch Date: 01-06-2012
Asset Class: Fixed Income
Benchmark: Nifty Banking & PSU Debt Index A-II
TER: 0.61% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,705.79 Cr As on 28-11-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

2710.8791

7.61%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate stable returns by investing predominantly in debt & money market instruments issued by Banks, Public Sector Units (PSUs) & Public Financial Institutions (PFIs).The scheme shall endeavor to generate optimum returns with low credit risk.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 6.61
Average Maturity 3.53

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Banking & PSU Debt Fund - Regular Plan - Growth option 01-06-2012 7.41 7.48 7.16 5.7 7.16
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 7.71 7.72 7.44 5.8 7.2
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 7.69 7.69 7.35 6.98 6.7
Kotak Banking and PSU Debt - Growth 29-12-1998 7.54 7.8 7.45 5.92 7.36
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 7.47 7.72 7.44 5.62 6.58
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 7.47 7.67 7.56 6.2 7.4
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 7.39 7.32 7.07 5.1 6.73
LIC MF Banking & PSU Fund-Regular Plan-Growth 30-05-2007 7.34 7.59 7.22 5.41 6.69
HDFC Banking and PSU Debt Fund - Growth Option 03-03-2014 7.29 7.59 7.33 5.74 7.23
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 7.27 7.51 7.18 5.33 6.88

Scheme Characteristics

Minimum investment in Debt instruments of banks, Public Sector Undertakings, Public Financial Institutions - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.1%

Scheme Documents

There are no scheme documents available

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