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

2709.8001

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 7.32 7.45 7.14 5.68 7.15
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 7.62 7.66 7.33 6.96 6.69
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 7.61 7.67 7.41 5.78 7.19
Kotak Banking and PSU Debt - Growth 29-12-1998 7.44 7.77 7.44 5.91 7.36
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 7.42 7.65 7.54 6.2 7.39
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 7.38 7.7 7.42 5.61 6.58
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 7.35 7.29 7.05 5.08 6.72
LIC MF Banking & PSU Fund-Regular Plan-Growth 30-05-2007 7.23 7.56 7.2 5.4 6.67
HDFC Banking and PSU Debt Fund - Growth Option 03-03-2014 7.21 7.57 7.32 5.72 7.22
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 7.2 7.5 7.17 5.32 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

Feedback
Notification