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

Axis Regular Saver Fund - Regular Plan (G)

Previous Name: Axis Income Saver Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 112924
Fact Sheet Buy
19.067 -0.01 ( -0.05 %)
NAV as on 16 Jan, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
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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 Jan 16, 2019)
Period Returns(%) Rank#
1 Month 0.5 38
3 Months 2.4 29
6 Months 0.9 40
1 Year 2.7 23
2 Years 7.1 10
3 Years 6.9 38
5 Years 9.0 26

# 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 -0.1 0.7 -0.2 2.2 3.3
2017 3.8 2.3 2.1 2.6 11.9
2016 0.0 2.6 3.3 -2.8 4.0
2015 2.5 -0.1 1.4 1.1 6.2
2014 3.5 7.0 3.7 4.1 20.7

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 0.5 2.4 0.9 2.7 7.1 6.9 9
Category average 0.7 2.6 2.2 2.2 5.8 8.1 9.3
Difference of Fund returns and Category returns -0.2 -0.2 -1.3 0.5 1.3 -1.2 -0.3
Best of Category 1.2 4.6 4.9 5.6 11.2 11.3 12.3
Worst of Category -2.5 -0.1 -4.9 -5.9 1.5 5.5 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:

    Jul 16, 2010

  • Benchmark:

    CRISIL MIP Blended Fund

  • Asset size (Rs Cr):

    288.92 ( Dec 31, 2018 )

  • Asset Date:

    Dec 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) 2,980.90 44.7 3.7 5.2 1.3 8.9 10.2
UTI Regular Savings Fund (G) 2,334.54 40.6 2.0 1.1 3.5 8.8 10.4
Aditya Birla Sun Life Regular Savings Fund (G) 4,383.04 38.1 2.1 -0.9 -2.0 9.3 11.2
Reliance Hybrid Bond Fund (G) 1,952.01 42.8 2.7 3.6 4.2 8.2 10.1
ICICI Prudential Regular Savings Fund (G) 1,442.28 41.6 3.2 3.4 5.4 10.4 11.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
7.95% Mahindra & Mahindra Financial Services Limited (23/09/2019) IND AAA 24.74 8.36
8.38% Power Finance Corporation Limited (27/04/2020) CRISIL AAA 22.45 7.58
9.25% Adani Transmission Limited (16/04/2019) IND AA+ 19.98 6.75
8.10% Reliance Jio Infocomm Limited (29/04/2019) CRISIL AAA 17.95 6.07
9.05% Dewan Housing Finance Corporation Limited (09/09/2019) BWR AAA 14.79 5.00
8.39% Housing Development Finance Corporation Limited (15/03/2019) CRISIL AAA 14.79 4.06
9.60% Renew Power Limited (26/02/2021) CARE A+ 10.00 3.70
8.37% National Bank For Agriculture and Rural Development (22/06/2020) CRISIL AAA 9.83 3.38
8.32% Reliance Jio Infocomm Limited (08/07/2021) CRISIL AAA 9.72 3.32
7.17% National Highways Auth Of Ind (23/12/2021) CRISIL AAA 10.95 3.28
Asset Allocation (%) As on Nov 30, 2018
Equity 21.52
Others 0.00
Debt 64.33
Mutual Funds 0.00
Money Market 8.31
Cash / Call 5.84
Sector Allocation (%) As on Nov 30, 2018
Sector %
Banking/Finance 8.30
Automotive 3.08
Engineering 2.17
Chemicals 1.46
Miscellaneous 1.41
Manufacturing 1.13
Concentration As on Nov 30, 2018
Holdings %
Top 5 33.76
Top 10 85.85
Sectors %
Top 3
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