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you are here: Moneycontrol Mutual Funds MIP Aggressive Axis Mutual Fund Axis Regular Saver Fund - Direct Plan (HD)

Axis Regular Saver Fund - Direct Plan (HD)

Previous Name: Axis Income Saver Fund - Direct Plan (HD)
Plan: Direct | Option: Dividend | Type : Open-Ended | AMFI Code: 120478
Buy
11.850 0.03 ( 0.24 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Info

Average performance in the category

The scheme is ranked 3 in MIP Aggressive category by Crisil (for quarter ended Mar 2018 ) 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.

Axis Income Saver Fund has been renamed as Axis Regular Saver Fund w.e.f. May 18, 2018

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  • View Historic Graph

Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 1.2
3 Months -1.9
6 Months -2.2
1 Year -1.1
2 Years 10.4
3 Years 8.8
5 Years - -

# Moneycontrol Rank within 59 MIP Aggressive Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -4.0 - - - -
2017 -0.2 2.5 -1.8 2.8 4.0
2016 -3.9 2.9 -0.6 -2.6 -3.3
2015 -1.4 0.2 -2.4 1.4 -1.3
2014 1.4 7.7 -0.3 4.6 15.0
2013 - - -2.1 4.1 2.1

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.2 -1.9 -2.2 -1.1 -1.1 10.4 8.8
Category average 0.5 1.1 0.1 3.6 7.8 6.9 7.8
Difference of Fund returns and Category returns 0.7 -3 -2.3 -4.7 -8.9 3.5 1
Best of Category 1.6 3.1 3.3 8.2 14.1 11.4 12.8
Worst of Category -0.6 -0.4 -3.5 -0.7 4.3 4.3 5.9
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    Feb 07, 2013

  • Benchmark:

    CRISIL MIP Blended Fund

  • Asset size (Rs Cr):

    5.45 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.0.36 View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Devang Shah / Ashish Naik
    View performance of schemes managed by the Fund Manager

  • Notes:

    Axis Income Saver Fund has been renamed as Axis Regular Saver Fund w.e.f. May 18, 2018

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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Equity Savings Fund - Direct Plan (G) 742.06 36.6 1.5 0.2 6.3 11.4 11.7
HDFC Equity Savings Fund (G) 6,173.46 34.9 1.1 -0.7 4.6 10.0 10.7
HDFC Hybrid Debt Fund - Direct Plan (G) 257.72 44.2 0.3 -3.1 0.0 8.0 10.5
HDFC Hybrid Debt Fund (G) 3,340.05 43 0.1 -3.5 -0.7 7.3 10.0
UTI Regular Savings Fund - Direct Plan (G) 83.83 41.3 2.8 2.3 7.5 9.5 11.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
SVL Limited (29/06/2018) (ZCB) ICRA AA(SO) 34.21 9.23
8.38% Power Finance Corporation Limited (27/04/2020) CRISIL AAA 24.93 6.73
8.10% Reliance Jio Infocomm Limited (29/04/2019) CRISIL AAA 24.91 6.72
7.95% Mahindra & Mahindra Financial Services Limited (23/09/2019) IND AAA 24.75 6.68
9.25% Adani Transmission Limited (16/04/2019) IND AA+ 19.99 5.40
9.05% Dewan Housing Finance Corporation Limited (09/09/2019) BWR AAA 14.99 4.05
8.39% Housing Development Finance Corporation Limited (15/03/2019) CRISIL AAA 14.99 4.05
7.17% National Highways Auth Of Ind (23/12/2021) CRISIL AAA 14.39 3.88
8.35% LIC Housing Finance Limited (18/10/2019) CRISIL AAA 13.94 3.76
9.60% Renew Power Venture Pvt Limited (26/02/2021) CARE A+ 10.93 2.95
Asset Allocation (%) As on May 31, 2018
Equity 24.05
Others 0.62
Debt 69.24
Mutual Funds 0.00
Money Market 2.03
Cash / Call 4.06
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 8.30
Automotive 4.26
Chemicals 3.07
Miscellaneous 1.62
Services 1.49
Manufacturing 1.48
Concentration As on May 31, 2018
Holdings %
Top 5 34.76
Top 10 93.29
Sectors %
Top 3 15.63
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