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Axis Banking & PSU Debt Fund - Growth option

Category: Ultra Short Term Debt Funds
Launch Date: 07-06-2012
Asset Class: Money Market
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 0.35% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 838.47 Cr As on (30-09-2017)
Turn over: -
NAV as on 20-04-2018

1606.9215

-0.97 (-0.0605%)

CAGR Since Inception

8.41%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of Axis Banking & PSU Debt Fund - Growth option

Scheme Performance (%)

Data as on - 20-04-2018

Yearly Performance (%)

Fund Managers

Mr. Aditya Pagaria

Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College. Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.

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.

RETURNS CALCULATOR for Axis Banking & PSU Debt Fund - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Banking & PSU Debt Fund - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Banking & PSU Debt Fund - Growth option 0.66 7.5 0.59 1.04 6.96 377.0
Ultra Short Term Debt Funds - - - - - -

PEER COMPARISION of Axis Banking & PSU Debt Fund - Growth option

Period
Data as on - 20-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Banking & PSU Debt Fund - Growth option 07-06-2012 6.93 7.39 7.8 8.3 0.0
Taurus Ultra Short Term Bond Fund - Retail Growth Option 01-12-2008 9.33 1.64 3.81 5.8 0.0
Taurus Short Term Income Fund- Regular Plan - Growth Option 18-08-2001 9.16 1.7 3.97 6.29 6.46
Taurus Ultra Short Term Bond Fund - Regular Plan - SI Growth Option 01-12-2008 8.94 1.36 3.82 6.15 0.0
BOI AXA Ultra Short Duration Fund- Regular Plan- Growth 16-07-2008 7.49 8.26 8.46 8.76 0.0
Franklin India Ultra-short Bond Fund - Retail - Growth 18-12-2007 7.47 8.13 8.45 8.84 8.34
L&T Floating Rate Fund - Regular Plan - Growth 08-08-2005 7.42 8.06 8.25 8.37 7.83
JM Floater Long Term Fund - Premium Plan - Growth Option 13-10-2004 7.4 7.79 8.19 8.44 7.68
JM Floater Long Term Fund - Regular Plan - Growth Option 25-06-2003 7.38 7.75 8.13 8.38 7.59
Edelweiss Low Duration Fund - Retail Plan - Growth Option 16-09-2008 7.28 7.2 4.14 5.92 0.0

PORTFOLIO ANALYSIS of Axis Banking & PSU Debt Fund - Growth option

Asset Allocation (%)

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