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 (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,565.91 Cr As on 31-12-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

2704.1326

7.57%

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 6.74
Average Maturity 3.05

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 6.83 7.2 6.96 5.73 7.1
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 7.26 7.44 7.16 7.02 6.63
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 7.26 7.47 7.27 5.85 7.14
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 7.0 7.44 7.4 6.18 7.35
Kotak Banking and PSU Debt - Growth 29-12-1998 6.99 7.5 7.29 5.94 7.32
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 6.87 7.03 6.82 5.16 6.67
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 6.85 7.4 7.21 5.56 6.52
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 6.79 7.25 7.0 5.38 6.84
HDFC Banking and PSU Debt Fund - Growth Option 03-03-2014 6.7 7.26 7.14 5.75 7.16
LIC MF Banking & PSU Fund-Regular Plan-Growth 30-05-2007 6.7 7.26 7.01 5.45 6.63

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

100.02%

Scheme Documents

There are no scheme documents available

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