Axis Banking & PSU Debt Fund - Regular Plan - Weekly IDCW

Fund House: Axis Mutual Fund
Category: Debt: Banking and PSU
Launch Date: 07-06-2012
Asset Class: Fixed Income
Benchmark: Nifty Banking & PSU Debt Index A-II
TER: 0.63% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,283.67 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

1035.4308

6.42%

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

The scheme seeks to generate stable returns by investing predominantly in debt and money market instruments issued by banks.

Current Asset Allocation (%)

Indicators

Standard Deviation 0.87
Sharpe Ratio -0.4
Alpha 2.92
Beta 1.63
Yield to Maturity 6.51
Average Maturity 3.26

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 - Weekly IDCW 07-06-2012 8.14 7.55 6.99 5.84 6.19
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 8.17 7.81 7.05 7.09 6.82
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 8.04 7.83 7.24 5.53 6.65
Axis Banking & PSU Debt Fund - Regular Plan - Growth option 01-06-2012 7.98 7.55 6.99 5.82 7.23
LIC MF Banking & PSU Fund-Regular Plan-Growth 30-05-2007 7.97 7.66 7.03 5.52 6.71
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option 06-09-2013 7.94 7.81 7.14 6.26 7.48
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option 17-12-2020 7.89 7.6 6.95 - -
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 7.86 7.44 6.77 5.32 6.78
Bajaj Finserv Banking and PSU Fund- Regular Plan- Growth 10-11-2023 7.8 - - - -
HDFC Banking and PSU Debt Fund - Growth Option 03-03-2014 7.79 7.64 7.21 6.05 7.35

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

100.06%

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