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

2683.3573

7.68%

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 8.1 7.85 7.37 5.87 7.23
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 8.25 8.07 7.62 7.09 6.81
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 8.24 8.18 7.67 5.66 6.66
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 8.15 7.94 7.64 6.47 7.42
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 8.14 7.93 7.44 5.71 6.99
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 8.12 7.77 7.35 5.37 6.8
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 8.11 7.91 7.57 6.0 7.21
LIC MF Banking & PSU Fund-Regular Plan-Growth 30-05-2007 8.07 8.03 7.44 5.6 6.72
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option 17-12-2020 8.04 7.99 7.32 - -
Nippon India Banking & PSU Fund- Growth Plan- Growth Option 10-05-2015 8.02 8.04 7.56 6.02 7.33

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%

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