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: 0.65% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,539.5 Cr As on 30-04-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

2737.0612

7.49%

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 7.33
Average Maturity 2.6

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 4.29 6.66 6.56 5.69 6.94
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 5.53 7.22 7.04 5.92 7.03
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 5.41 7.18 6.85 7.17 6.51
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 4.36 6.71 6.88 6.18 7.09
Bandhan Banking and PSU Fund - Regular Growth 07-03-2013 4.35 6.62 6.54 5.69 6.9
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option 05-10-2020 4.25 6.35 6.48 5.73 -
Kotak Banking and PSU Debt - Growth 29-12-1998 4.19 6.82 6.77 6.0 7.15
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 4.18 6.84 6.77 5.59 6.37
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 4.14 6.44 6.38 5.13 6.53
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 3.91 6.62 6.51 5.48 6.66

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

100.0%

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