Axis Banking & PSU Debt Direct Plan Growth+0.08%

10.22%
1 Year Return
Debt
Banking & PSU
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Banking & PSU Debt Direct Plan Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.31%
NAV2045.98 (30 Sep 2020)
Fund Started01 Jan 2013
Fund Size16,059 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Banking & PSU Debt Direct Plan Growth
10.2%
9.3%
8.8%
8.9%
Category Average
9.7%
8.2%
8.2%
-
Rank within category
11
3
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.31%
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    6. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.3%
    State Bank of IndiaFinancialNCD4.9%
    Food Corporation of IndiaFMCGBonds4.7%
    Hindustan Petroleum Corpn. Ltd.EnergyDebenture3.9%
    National Thermal Power Corp. Ltd.EnergyNCD3.8%
    Housing Development Finance Corpn. Ltd.FinancialNCD2.6%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture2.6%
    REC Ltd.FinancialDebenture2.4%
    Indian Oil Corpn. Ltd.EnergyDebenture2.4%
    REC Ltd.FinancialDebenture2.1%
    See All

    Fund Managers

    addAditya Pagaria
    Education
    Mr. Pagaria is a Bachelor in Management Studies and holds a Post Graduate Diploma in Business Management from Institute Of Technology And Management, SK Somaiya College.
    Experience
    Prior to joining Axis AMC he was associated with ICICI Prudential AMC (Nov 2011-Jul 2016) as Fund Manager - Fixed Income Operations.
    Funds Managed

    Axis Banking & PSU Debt Direct Plan Growth Details

    Axis Banking & PSU Debt Direct Plan Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Aditya Pagaria is the Current Fund Manager of Axis Banking & PSU Debt Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹16,059 Cr and the Latest NAV as of 30 Sep 2020 is ₹2045.98.

    The Axis Banking & PSU Debt Direct Plan Growth is rated Moderately Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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