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 (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,595.78 Cr As on 31-03-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

2740.7031

7.53%

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 7.48
Average Maturity 2.83

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 4.99 6.94 6.71 5.78 6.99
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 5.99 7.39 6.96 7.22 6.54
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 5.87 7.38 7.12 5.97 7.05
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 5.12 7.08 7.09 6.31 7.15
Bandhan Banking and PSU Fund - Regular Growth 07-03-2013 5.06 6.94 6.69 5.78 6.95
Kotak Banking and PSU Debt - Growth 29-12-1998 5.04 7.24 6.99 6.13 7.22
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 4.95 6.73 6.54 5.23 6.58
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 4.9 7.2 6.94 5.66 6.42
ITI Banking & PSU Debt Fund - Regular Plan - Growth Option 05-10-2020 4.85 6.69 6.62 5.8 -
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 4.63 6.92 6.67 5.56 6.71

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

100.05%

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