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: 0.63% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,121.24 Cr As on 29-08-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

2667.5985

7.66%

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 0.87
Sharpe Ratio -0.4
Alpha 2.92
Beta 1.63
Yield to Maturity 6.64
Average Maturity 3.66

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 7.89 7.58 7.14 5.85 7.23
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 8.12 7.78 7.28 7.07 6.82
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 7.97 7.91 7.43 5.61 6.66
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 7.95 7.48 7.02 5.38 6.79
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 7.93 7.72 7.29 5.96 7.23
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 7.92 7.65 7.49 6.4 7.5
LIC MF Banking & PSU Fund-Regular Plan-Growth 30-05-2007 7.88 7.7 7.2 5.57 6.73
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 7.84 7.65 7.22 5.69 7.01
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option 17-12-2020 7.79 7.64 7.07 - -
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option 06-09-2013 7.73 7.83 7.27 6.06 7.51

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

99.99%

Feedback
Notification