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Axis Regular Savings Fund - Direct Plan (HD)

PLAN: Direct OPTIONS: Half-Yearly Dividend
10.968 0 (0.00%)

NAV as on 24 May, 2018

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : Debt Long Term
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Debt Long Term category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Close Axis Income fund rename to Axis Regular Savings Fund
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Returns (NAV as on 24 May, 2018)

Period Returns (%) Rank #
1 mth -0.2 48
3 mth 1.1 27
6 mth 2.0 1
1 year 6.6 1
2 year 11.2 3
3 year - 4
5 year - 6

# Moneycontrol Rank within 120 Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.5 - - - -
2017 -3.0 2.5 -2.1 1.0 -1.4
2016 -1.7 1.9 0.2 1.7 2.9
2015 - -0.3 0.4 0.6 0.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Long Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.2 -3.3 -2.4 -2.4 11.2 -- --
Category avg -0.3 0.7 -0.5 2.2 6.1 6.5 6.2
Difference of Fund returns and Category returns 0.1 -4.0 -1.9 -4.6 5.1 -- --
Best of category 0.4 1.7 2.0 6.6 9.5 9.6 11.3
Worst of category -0.8 -0.2 -3.5 -3.4 3.2 3.8 3.9
Axis Regular Savings Fund - Direct Plan (HD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 01, 2013
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 358.27 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.36 (Mar-26-2018)
Bonus N.A.
Fund Manager Devang Shah
View performance of schemes managed by the Fund Manager
Notes Axis Income fund rename to Axis Regular Savings Fund

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments If redeemed / switched-out within 12 months from the date of allotment For 10% of investment : Nil, for remaining investment : 1%, If redeemed/switched out after 12 months from the date of allotment : Nil (w.e.f. 30th June 2016)

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

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Income Opp.-IP (G) Not Ranked
135.38 -0.1 -0.4 2.9 7.0 7.0
ICICI Pru Income Opp. - Direct (G) Rank 3
1,980.35 0.1 -0.1 3.6 7.5 7.4
ICICI Pru Income Opp.-RP (G) Not Ranked
2,133.67 -0.1 -0.4 2.9 7.0 7.0
IDFC Dynamic Bond - Direct (G) Rank 3
1,645.60 0.9 -0.7 1.6 7.5 7.8
IDFC Dynamic Bond-Regular Plan (G) Rank 3
2,135.76 0.7 -1.0 0.8 6.6 6.9
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 95.12
Mutual Funds N.A
Money Market 1.99
Cash / Call 2.89

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Concentration

Holdings (%)
Top 5 11.18
Top 10 20.15
Sector (%)
Top 3 N.A.

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