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

Axis · Banking & PSU
Moderate
₹1032.81
Current NAV
25 Jun 2026
20.5%
1Y Return
16.5%
3Y CAGR
21.5%
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: 1.25).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.25).
Cons / Risks
  • Higher expense ratio (1.85%) 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
1.25
Sharpe Ratio
1.45
Beta
3.25
Alpha
1.56
Sortino
Fund Details
Fund House Axis
Category Banking & PSU
AUM ₹4800 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
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