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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,954.86 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: 0.25% if redeemed/switched out within 1 month from date of allotment W.e.f 12./11/2012 NIL if redeemed/switched out from date of allotment W.e.f 14/07/2014

2605.1611

7.72%

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 7.24
Average Maturity 3.7

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 8.83 7.7 6.76 6.36 7.35
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option 06-09-2013 9.72 8.07 7.26 6.94 7.59
DSP Banking & PSU Debt Fund - Regular Plan - Growth 05-09-2013 9.6 8.32 7.15 6.56 7.34
Invesco India Banking and PSU Fund - Growth Option 24-12-2012 9.41 8.04 6.71 6.09 6.51
Kotak Banking and PSU Debt - Growth 29-12-1998 9.41 8.15 7.16 6.79 7.57
Bajaj Finserv Banking and PSU Fund- Regular Plan- Growth 01-11-2023 9.39 - - - -
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 9.39 8.08 6.99 5.92 6.78
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option 10-05-2015 9.38 8.06 6.98 6.65 -
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option 17-12-2020 9.35 7.82 6.49 - -
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth 05-04-2008 9.29 8.02 7.06 6.78 7.59

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%

Feedback
Notification