Axis Regular Saver Fund -Growth Option

Fund Returns

NAV Rs. 19.65 0.26 %
(as on Jan. 24, 2020)
1 yr Return 3.01 %
3 yr. Return 5.52 %
5 yr. Return 5.24 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 19.65 0.26 %
(as on Jan. 24, 2020)
3.01 % 5.52 % 5.24 %

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. 207.92 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. 12000.00
Expense Ratio 2.24 %
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 0.72 2.0 5.46 3.01 5.52 5.24
Rank Within Category 9 7 None 123 56 54

Fund Schemes Concentrations

# of Securities 42
Top 10 Securities 42.29 %
Top 5 Securities 23.31 %
Top 3 Securities 14.05 %
# of Sectors 20
Top 10 Sectors 93.97 %
Top 5 Sectors 82.26 %
Top 3 Sectors 69.87 %

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. 207.92 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. 12000.00 2.24 % 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 0.72 2.0 5.46 3.01 5.52 5.24
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 3.01 5.52 5.24 207.92
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 16.07 14.16 10.72 624.72
SBI Equity Hybrid Fund - Regular Plan -Growth 17.70 12.47 9.4 31,248.40
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 13.49 11.98 - 3,004.62
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 12.40 11.85 10.14 1,048.85
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 13.57 11.39 8.58 2,700.88

Fund Schemes Concentrations

# of Securities 42
Top 10 Securities 42.29 %
Top 5 Securities 23.31 %
Top 3 Securities 14.05 %
# of Sectors 20
Top 10 Sectors 93.97 %
Top 5 Sectors 82.26 %
Top 3 Sectors 69.87 %

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/