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Axis Banking & PSU Debt Fund - Regular Plan - Bonus Option

Axis · Banking & PSU
Moderate
₹1289.41
Current NAV
18 May 2015
13.4%
1Y Return
16.4%
3Y CAGR
14.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Higher expense ratio (1.94%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.24
Sharpe Ratio
1.14
Beta
1.74
Alpha
1.54
Sortino
Fund Details
Fund House Axis
Category Banking & PSU
AUM ₹8290 Cr
Expense Ratio 1.94%
Min SIP ₹500
Min Lumpsum ₹1000
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