Mutual Funds

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Axis Mutual FundBanking & PSULow Risk
₹2,788.42+0.74 (+0.03%)

NAV as on 2026-07-17 · Debt · Banking & PSU

AUM

₹12.3K Cr

1Y Return

+5.0%

3Y CAGR

+6.9%

5Y CAGR

+5.9%

Expense

0.62%

Risk

Low

Axis Banking & PSU Debt Fund
₹2,788.42+0.03%

1Y Return

+5.0%

3Y CAGR

+6.9%

5Y CAGR

+5.9%

Since Inception

+7.5%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹2,654.62
₹2,793.25

97% from 52W low

Fund Information

Banking & PSUDebtSince 12-06-2012

Fund House

Axis Mutual Fund

Category

Debt - Banking & PSU

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash14.2%
Other0.3%

Market Cap Split

Top Holdings

78 stocks
Weight1M Change
1

Indian Railway Finance Corporation Limited

9.21%0.0%
2

Power Finance Corporation Limited

7.73%+6.7%
3

National Bank For Agriculture And Rural Development

7.69%+85.2%
4

Rec Limited

7.38%0.0%
5

Small Industries Development Bank Of India

6.67%-0.6%
6

National Housing Bank

6.00%+3.5%
7

Nuclear Power Corporation Of India Limited

3.50%+6.6%
8

Tamil Nadu (Government of) 6.54%

3.46%+51.5%
9

Bank Of Baroda

3.34%+13.3%
10

6.68% Govt Stock 2040

2.10%-28.4%

Risk Metrics (3Y)

Sharpe Ratio

0.39

Cat avg: 0.29

Sortino Ratio

0.71

Cat avg: 0.57

Beta

0.86

Cat avg: 0.92

Std Deviation

1.33%

Cat avg: 1.69%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Axis Banking & PSU Debt Gr12,2700.62+5.0%+6.9%+5.9%
Bandhan Bkg & PSU Reg Gr12,1720.55+5.3%+6.9%+6.0%
Aditya BSL Bkg & PSU Debt DAP Gr8,9630.62+4.2%+8.1%+9.0%
ICICI Pru Banking & PSU Debt Gr8,8230.62+5.4%+7.2%+6.5%
Nippon India Bnk & PSU Reg Gr5,3070.66+4.7%+6.9%+6.0%
HDFC Banking & PSU Debt Reg Gr5,2550.72+4.8%+7.0%+6.0%
Kotak Banking & PSU Debt Reg Gr5,0190.75+5.3%+7.1%+6.3%
HSBC Banking & PSU Debt Gr3,9780.49+4.9%+6.7%+5.4%
SBI Banking & PSU Reg Gr3,9760.79+4.8%+6.9%+5.8%
DSP Banking & PSU Debt Reg Gr3,3040.51+4.3%+6.9%+5.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹12.3K Cr
Expense Ratio0.62%
Volatility (3Y)1.3%
Sharpe Ratio0.39
Sortino Ratio0.71
Beta0.86
Min SIP₹500
Min Lumpsum₹5,000
Holdings168

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.