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Axis Regular Savings Fund - Regular Plan (HD)

PLAN: Regular OPTIONS: Half-Yearly Dividend
11.379 0 (0.00%)

NAV as on 22 Sep, 2017

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

Average performance in the category

The scheme is ranked 3 in Debt Long Term category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Close Axis Income fund rename to Axis Regular Savings Fund
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Returns (NAV as on 22 Sep, 2017)

Period Returns (%) Rank #
1 mth 0.4 9
3 mth 2.0 6
6 mth 5.0 50
1 year 8.7 34
2 year 8.3 51
3 year 9.3 53
5 year 9.3 21

# Moneycontrol Rank within Debt Long Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 -3.2 2.4 - - -
2016 -2.0 1.7 - 1.5 1.9
2015 -1.9 -0.4 0.1 0.3 -1.5
2014 0.2 3.5 -1.9 6.1 8.3
2013 -2.5 2.8 -5.1 2.4 -2.3
2012 - 2.0 0.7 2.0 4.9

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 0.4 2.0 0.4 -0.6 8.3 9.3 9.3
Category avg -- 0.7 4.3 6.7 8.0 8.3 7.2
Difference of Fund returns and Category returns 0.4 1.3 -3.9 -7.3 0.3 1.0 2.1
Best of category 2.1 5.3 8.2 12.8 12.2 12.7 11.9
Worst of category -0.7 -0.9 1.8 -4.3 1.0 3.5 4.6
Axis Regular Savings Fund - Regular Plan (HD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

To generate optimal returns in the medium term while maintaining liquidity of the portfolio by investing in debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Mar 21, 2012
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 260.72 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (Mar-27-2017)
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 Exit load 1% if redeemed / switched out within 1 years from 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

Debt Long Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Income Opp.-IP (G) Not Ranked
344.92 1.4 4.9 7.4 10.3 9.3
ICICI Pru Income Opp.-RP (G) Not Ranked
1,944.62 1.4 4.9 7.4 10.3 9.3
ICICI Pru Income Opp. - Direct (G) Rank 4
1,991.75 1.5 5.2 8.1 10.7 --
IDFC Dynamic Bond-Regular Plan (G) Rank 2
2,593.62 0.3 4.0 8.9 10.7 9.6
IDFC Dynamic Bond - Direct (G) Rank 2
1,690.69 0.5 4.4 9.8 11.7 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 17)

Equity 0.00
Others 0.00
Debt 96.48
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.52

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Concentration

Holdings (%)
Top 5 16.75
Top 10 29.25
Sector (%)
Top 3 N.A.

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