AXIS Banking & PSU Debt Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of AXIS Banking & PSU Debt Fund (G) (14891) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
AXIS Banking & PSU Debt Fund (G)
Axis Asset Management Co. LTd
To generate stable returns by investing predominantly in debt and 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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
AXIS Banking & PSU Debt Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 10.32% |
| N A B A R D | Debt Others | 9.92% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 8.13% |
| REC Ltd | Finance - Term-Lending Institutions | 7.95% |
| S I D B I | Debt Others | 6.89% |
| GSEC2034 | Govt. Securities | 6.40% |
| Natl. Hous. Bank | Debt Others | 4.05% |
| Tata Cap.Hsg. | Debt Others | 2.41% |
| Net CA & Others | Debt Others | 2.37% |
| GSEC2033 | Govt. Securities | 2.20% |
Compare against Banking and PSU Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Banking and PSU Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Banking and PSU Fund category
AXIS Banking & PSU Debt Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Banking and PSU Fund - Direct (G) | ₹3385.62 | 4.60% | 8.28% | 7.57% |
| SBI Banking and PSU Fund (G) | ₹3182.20 | 4.40% | 7.82% | 7.08% |
| AXIS Banking & PSU Debt Fund - Direct (G) | ₹2775.14 | 4.50% | 8.22% | 7.30% |
| Invesco India Banking & PSU Fund - Direct (G) | ₹2473.65 | 4.57% | 8.08% | 7.49% |
| Invesco India Banking & PSU Fund (G) | ₹2307.91 | 4.37% | 7.67% | 7.11% |
| SBI Banking and PSU Fund - Direct (IDCW-D) | ₹1491.27 | 4.60% | 8.28% | 7.57% |
| SBI Banking and PSU Fund - Direct (IDCW-W) | ₹1487.96 | 4.60% | 8.28% | 7.57% |
| SBI Banking and PSU Fund (IDCW-D) | ₹1451.81 | 4.40% | 7.82% | 7.08% |
| SBI Banking and PSU Fund (IDCW-W) | ₹1451.46 | 4.39% | 7.82% | 7.08% |
| TRUSTMF Banking & PSU Fund - Dir (G) | ₹1324.89 | 4.47% | 8.19% | 7.41% |
Category Average Returns
Aditya Pagaria
A seasoned investment professional with over 14 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.