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: 0.62% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,595.78 Cr As on 31-03-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

2741.7738

7.54%

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 7.48
Average Maturity 2.83

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 5.24 7.02 6.87 5.85 7.01
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 6.16 7.46 7.09 7.26 6.55
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 6.15 7.37 7.2 6.03 7.02
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 5.39 7.18 7.24 6.38 7.16
Bandhan Banking and PSU Fund - Regular Growth 07-03-2013 5.36 7.06 6.87 5.87 6.98
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 5.22 6.82 6.71 5.32 6.6
Kotak Banking and PSU Debt - Growth 29-12-1998 5.22 7.3 7.16 6.19 7.23
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 5.19 7.27 7.1 5.69 6.44
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option 05-10-2020 5.02 6.76 6.68 5.85 -
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 4.88 6.98 6.81 5.64 6.72

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

100.05%

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