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Axis Income Saver Fund - Direct Plan (AD)

PLAN: Direct OPTIONS: Annual Dividend
12.494 0.07 (0.54%)

NAV as on 29 Sep, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Axis Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 29 Sep, 2016)

Period Returns (%) Rank #
1 mth 0.8 42
3 mth 3.7 48
6 mth 7.4 56
1 year 9.3 50
2 year 10.1 38
3 year 13.9 26
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -7.6 - - - -
2015 -2.4 -0.1 1.7 1.4 1.5
2014 - 7.6 3.4 4.6 17.4
2013 - - - 3.7 4.0

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 (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.8 3.7 7.4 9.3 10.1 13.9 --
Category avg 0.7 3.3 6.5 9.4 9.7 11.3 5.5
Difference of Fund returns and Category returns 0.1 0.4 0.9 -0.1 0.4 2.6 --
Best of category 1.5 8.2 16.0 23.4 19.4 17.9 13.7
Worst of category -0.8 -3.2 -6.4 -5.8 5.9 5.6 6.4

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 Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 2.00 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.72 (Mar-28-2016)
Bonus N.A.
Fund Manager Devang Shah / Jinesh Gopani / Ashish Naik
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments If redeemed / switch out within 12 months from the date of allotment for 10% of investment: Nil and for remaining investment: 1%. If redeemed / switched out after 12 months from the date of allotment: Nil

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 3
3,441.03 6.3 12.2 12.1 15.5 11.2
HDFC MIP - LTP - Direct (G) Not Ranked
164.39 6.4 12.5 12.7 16.0 --
Reliance MIP (G) Rank 3
2,447.96 5.0 8.5 9.4 14.0 11.1
Reliance MIP - Direct (G) Not Ranked
74.68 5.2 9.0 10.4 15.1 --
Birla SL MIP II-Wealth 25 (G) Rank 1
1,070.41 8.2 16.0 15.9 17.9 13.7
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 7.09 8.28 2.72
Automotive 6.28 4.50 2.02
Pharmaceuticals 3.40 3.96 1.72
Miscellaneous 3.27 2.94 2.12
Engineering 3.05 3.12 1.32
Technology 2.78 3.36 0.91

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 34.45
Others 0.00
Debt 61.56
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.99

View All

Concentration

Holdings (%)
Top 5 25.20
Top 10 39.74
Sector (%)
Top 3 16.77

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