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you are here: Moneycontrol Mutual Funds Conservative Hybrid Fund Axis Mutual Fund Axis Regular Saver Fund - Direct Plan (G)

Axis Regular Saver Fund - Direct Plan (G)

Previous Name: Axis Income Saver Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120480
20.270 -0.01 ( -0.05 %)
NAV as on 20 Nov, 2018
Crisil MF Rank
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MODERATELY HIGH
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Info

Good performance in the category

The scheme is ranked 2 in Conservative Hybrid Fund category by Crisil (for quarter ended Sep 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

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Nov 20, 2018)
Period Returns(%) Rank#
1 Month 1.6 14
3 Months -2.1 35
6 Months 1.4 28
1 Year 3.7 8
2 Years 7.9 6
3 Years 7.5 14
5 Years 10.6 10

# Moneycontrol Rank within 46 Conservative Hybrid Fund 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 0.2 1.0 0.1 - -
2017 4.1 2.6 2.5 2.9 13.4
2016 0.4 3.0 3.7 -2.5 5.6
2015 2.7 0.3 1.8 1.5 7.6
2014 3.8 7.7 4.0 4.6 22.9
2013 -0.5 2.1 -0.9 4.1 5.7

View where it stands within its peers

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Performance

Fund returns v/s Category average (Conservative Hybrid Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.6 -2.1 1.4 3.7 7.9 7.5 10.6
Category average 1.3 -1.5 0.8 0.9 5 6.3 8.5
Difference of Fund returns and Category returns 0.3 -0.6 0.6 2.8 2.9 1.2 2.1
Best of Category 2.1 0.6 3.8 8.2 10.4 9.8 12.3
Worst of Category 0.8 -5.5 -3.7 -3.7 2.4 5.4 6.6
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:

    Growth

  • Launch Date:

    Jan 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:

    N.A. 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 Hybrid Debt Fund (G) 3,340.05 43.7 -0.2 2.4 -1.8 7.2 10.4
HDFC Hybrid Debt Fund - Direct Plan (G) 257.72 45.1 0.0 2.7 -1.2 7.8 11.0
UTI Regular Savings Fund - Direct Plan (G) 83.83 41.3 -2.7 0.9 2.9 8.6 11.3
UTI Regular Savings Fund (G) 1,103.44 39.8 -2.9 0.5 2.2 7.8 10.6
Aditya Birla Sun Life Regular Savings Fund (G) 2,455.21 37.7 -4.2 -1.8 -3.2 8.3 11.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Oct 31, 2018
Company Sector Value %Assets
7.95% Mahindra & Mahindra Financial Services Limited (23/09/2019) IND AAA 22.34 8.26
8.38% Power Finance Corporation Limited (27/04/2020) CRISIL AAA 19.95 7.48
9.25% Adani Transmission Limited (16/04/2019) IND AA+ 17.89 6.68
8.10% Reliance Jio Infocomm Limited (29/04/2019) CRISIL AAA 24.69 5.99
8.39% Housing Development Finance Corporation Limited (15/03/2019) CRISIL AAA 15.00 5.02
9.05% Dewan Housing Finance Corporation Limited (09/09/2019) BWR AAA 14.74 4.93
7.17% National Highways Auth Of Ind (23/12/2021) CRISIL AAA 14.39 4.82
9.60% Renew Power Limited (26/02/2021) CARE A+ 10.93 3.66
8.37% National Bank For Agriculture and Rural Development (22/06/2020) CRISIL AAA 9.94 3.33
8.32% Reliance Jio Infocomm Limited (08/07/2021) CRISIL AAA 9.80 3.28
Asset Allocation (%) As on Oct 31, 2018
Equity 21.96
Others 0.00
Debt 66.60
Mutual Funds 0.00
Money Market 6.52
Cash / Call 4.92
Sector Allocation (%) As on Oct 31, 2018
Sector %
Banking/Finance 7.66
Automotive 3.35
Technology 1.68
Miscellaneous 1.63
Engineering 1.46
Manufacturing 1.44
Concentration As on Oct 31, 2018
Holdings %
Top 5 33.43
Top 10 88.56
Sectors %
Top 3
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