Election 2014
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > MIP Aggressive > Axis Mutual Fund > Axis Income Saver Fund (G)

Axis Income Saver Fund (G) SET SMS ALERT

12.831
0.02 (0.12%)
NAV as on Apr-22-2014

Fund Family Axis Mutual Fund

Fund Class MIP Aggressive

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on Apr-22-2014)

Period Returns (%) Rank #
1 mth 1.1 72
3 mth 3.5 47
6 mth 5.6 57
1 year 8.0 45
2 year 8.8 19
3 year 7.1 22
5 year - -

# Moneycontrol Rank within 99 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.5 - - - -
2013 - 1.9 -1.0 3.8 5.5
2012 5.6 0.1 3.6 2.0 12.9
2011 - 1.0 -0.9 -0.5 -0.4
2010 - - 2.8 - 3.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.1 3.5 5.6 8.0 8.8 7.1 --
Category avg 1.4 3.4 6.0 7.5 4.3 2.5 2.2
Difference of Fund returns and Category returns -0.3 0.1 -0.4 0.5 4.5 4.6 --
Best of category 3.4 6.7 15.4 19.0 13.7 9.4 11.5
Worst of category 0.2 0.5 1.3 3.9 5.0 4.4 5.2

Investment Info

Investment Objective

To generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk through active asset allocation.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jun 21, 2010
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 268.13 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Kedar Karnik / Jinesh Gopani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load 1% if redeemed / switched out within 2 years from the date of allotment.

Contact Details

Regd. Office Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, 400025
Tel. No. 022 - 43255161
Fax No. 022 43255199
Email customerservice@axismf.com
Website http://www.axismf.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP (G) Rank 4
4,257.30 5.4 9.8 8.9 7.7 11.1
Reliance MIP (G) Rank 4
2,837.90 3.5 6.9 6.5 7.9 9.7
ICICI Prudential MIP 25 (G) Rank 2
699.38 3.2 6.1 8.4 8.4 9.7
UTI MIS - Advantage Plan (G) Rank 3
473.50 4.2 7.1 9.9 8.0 9.5
DSP BlackRock MIP Fund (G) Rank 2
482.16 2.1 4.6 6.9 8.5 9.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Power Finance Corporation Ltd CRISIL AAA - 8.57
Rural Electrification Corporation Ltd CRISIL AAA - 5.64
LIC Housing Finance Ltd CRISIL AAA - 4.16
Sundaram Finance Ltd ICRA AA+ - 3.78
Tata Capital Financial Services Ltd ICRA AA+ - 3.77
Bajaj Finance Ltd ICRA AA+ - 3.72
Housing Development Finance Corporation Ltd CRISIL AAA - 3.32
Tata Capital Financial Services Ltd CRISIL AA+ - 3.06
National Housing Bank CRISIL AAA - 2.72
Kotak Mahindra Prime Ltd CRISIL AA+ - 2.27

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 5.88 6.12 2.86
Technology 3.00 3.58 1.61
Automotive 2.43 3.38 0.59
Pharmaceuticals 2.32 2.32 0.52
Engineering 2.19 2.19 0.55
Tobacco 1.43 1.43 0.81

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 19.14
Others 1.20
Debt 47.03
Mutual Funds N.A
Money Market 17.30
Cash / Call 15.34

View All

Concentration

Holdings (%)
Top 5 25.92
Top 10 41.01
Sector (%)
Top 3 11.31

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.