Aeterna Wealth
Banking & PSU · Regular plan · Growth

Axis Banking and PSU Debt Fund (Regular)

Axis Mutual Fund · benchmark: the median Banking & PSU fund · 14.4 years old · AMFI code 117446

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

A
Track-record rating: 5 of 18 in Banking & PSU

A (top 30%), score 58.6 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.4%2.4%-0.0%9 / 19
1 year4.1%4.0%+0.2%6 / 19
3 years (a year)6.6%6.5%+0.0%9 / 18
5 years (a year)5.9%5.8%+0.1%6 / 16

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y1.5%
Max fall, 5Y-0.6%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Axis Banking and PSU Debt Fund (Regular plan)?

₹2,809.90 on 6 Nov 2026 (Growth option).

What is the expense ratio of Axis Banking and PSU Debt Fund (Regular)?

0.65% a year; the Direct plan's is 0.36%.

What return has Axis Banking and PSU Debt Fund given over 3 years?

6.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.5% for the median Banking & PSU fund.

How is Axis Banking and PSU Debt Fund rated?

A: 5 of 18 Regular plans in Banking & PSU, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.