Axis Regular Saver Fund -Growth Option

Fund Returns

NAV Rs. 22.18 -0.29 %
(as on Jan. 15, 2021)
1 yr Return 13.59 %
3 yr. Return 6.15 %
5 yr. Return 7.32 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 22.18 -0.29 %
(as on Jan. 15, 2021)
13.59 % 6.15 % 7.32 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date July 16, 2010
Fund Size Rs. 210.46 cr.
Category Hybrid | Conservative Hybrid Fund
Fund Manager Devang Shah
AMC Axis Asset Management Company Ltd.
Fund Benchmark Nifty50 Hybrid Short Duration Debt 25:75 Index
Risk Profile Moderately Conservative
Risk Rating 4 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 2.29 %
Exit load Nil on or before 12M for 10% of Investment and 1% for remaining investments, Nil after 12M

Investment Objective

The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.35 7.12 10.0 13.59 6.15 7.32
Rank Within Category 9 7 None 123 56 54

Fund Schemes Concentrations

# of Securities 136
Top 10 Securities 83.29 %
Top 5 Securities 51.29 %
Top 3 Securities 35.2 %
# of Sectors 23
Top 10 Sectors 92.72 %
Top 5 Sectors 83.04 %
Top 3 Sectors 75.42 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Scheme Details

Launch Date July 16, 2010 Fund Size Rs. 210.46 cr.
Category Hybrid | Conservative Hybrid Fund Fund Manager Devang Shah
AMC Axis Asset Management Company Ltd. Fund Benchmark Nifty50 Hybrid Short Duration Debt 25:75 Index
Risk Profile Moderately Conservative Risk Rating 4 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 1000.00 2.29 % Nil on or before 12M for 10% of Investment and 1% for remaining investments, Nil after 12M

Investment Objective

The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.35 7.12 10.0 13.59 6.15 7.32
Rank Within Category 9 7 None 123 56 54

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Axis Regular Saver Fund -Growth Option 13.59 6.15 7.32 210.46
Quant Absolute Fund-Growth Option 42.07 13.74 15.67 6.71
Quant Unconstrained Fund-GROWTH OPTION 26.10 13.69 11.1 13.56
Kotak Asset Allocator Fund Growth 25.97 13.68 13.31 86.96
Union Balanced Advantage Fund - Regular Plan - Growth Option 23.39 11.7 - 517.09
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 17.16 11.58 - 482.52

Fund Schemes Concentrations

# of Securities 136
Top 10 Securities 83.29 %
Top 5 Securities 51.29 %
Top 3 Securities 35.2 %
# of Sectors 23
Top 10 Sectors 92.72 %
Top 5 Sectors 83.04 %
Top 3 Sectors 75.42 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/