🎯Investment Objective
“To generate stable returns by investing predominantly in debt & money market instruments issued by Banks, Public Sector Units (PSUs) & Public Financial Institutions (PFIs).”
Source: Axis Banking & PSU Debt Fund scheme information document
AI Summary
indian-fundStrengths1
- Large, established fund with ₹12.6K Cr in AUM
Concerns0
Rule-based from financial data. Not advice.
Asset Allocation
Sector Allocation
Holdings-Based Style Box
This fund sits in the Large-Value quadrant based on its holdings characteristics.
The fund primarily holds large-cap stocks (top 100 companies by market cap) — typically the most stable equity holdings. The ‘Value’ tilt means holdings trade at lower valuations (P/E, P/B) relative to earnings — the fund manager is looking for underpriced stocks.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings167 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | 7.42% Power Finance Corporation Limited (15/04/2028) ** | CRISIL AAA | 3.7% | - | |
| 2 | Punjab National Bank (05/02/2027) ** | CRISIL A1+ | 3.7% | - | |
| 3 | 7.1% Export Import Bank of India (18/03/2026) ** | CRISIL AAA | 3.6% | - | |
| 4 | 7.59% REC Limited (31/05/2027) ** | CRISIL AAA | 3.6% | - | |
| 5 | HDFC Bank Limited (24/02/2027) | CARE A1+ | 2.9% | - | |
| 6 | 7.34% Small Industries Dev Bank of India (26/02/2029) | CRISIL AAA | 2.7% | - | |
| 7 | Bank of Baroda (11/01/2027) ** | CARE A1+ | 2.6% | - | |
| 8 | Clearing Corporation of India Ltd | Other / Non-Equity | 2.3% | - | |
| 9 | 6.74% Small Industries Dev Bank of India (10/01/2029) ** | CRISIL AAA | 2.1% | - | |
| 10 | 7.44% National Bank For Agriculture and Rural Development (24/02/2028) ** | CRISIL AAA | 1.9% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Axis Banking & PSU Debt Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| +0.5028894339887069% | +89.08440560031816% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.