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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
18.734 0.02 ( 0.09 %)
NAV as on 16 Nov, 2018
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 Nov 16, 2018)
Period Returns(%) Rank#
1 Month 0.6 37
3 Months -2.1 36
6 Months 0.6 31
1 Year 2.8 17
2 Years 6.5 13
3 Years 6.3 35
5 Years 9.1 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 - -
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
2013 0.0 1.9 -1.0 3.8 5.5

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 0.6 -2.1 0.6 2.8 6.5 6.3 9.1
Category average 0.9 -1.2 0.5 1.5 5.2 6.4 8.6
Difference of Fund returns and Category returns -0.3 -0.9 0.1 1.3 1.3 -0.1 0.5
Best of Category 1.6 0.8 3.7 8.5 10.4 9.9 12.4
Worst of Category -0.1 -5.2 -3.8 -3 2.4 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):

    420.08 ( 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 43.8 0.6 2.2 -1.0 7.2 10.6
HDFC Hybrid Debt Fund - Direct Plan (G) 257.72 45.2 0.8 2.5 -0.4 7.9 11.2
Aditya Birla Sun Life Regular Savings Fund (G) 2,455.21 37.7 -3.7 -1.8 -2.3 8.4 11.7
UTI Regular Savings Fund (G) 1,103.44 39.8 -2.5 0.6 2.8 7.8 10.7
Reliance Hybrid Bond Fund - Direct Plan (G) 78.08 44.3 0.8 3.7 3.7 8.1 11.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
8.10% Reliance Jio Infocomm Limited (29/04/2019) CRISIL AAA 26.21 8.08
7.95% Mahindra & Mahindra Financial Services Limited (23/09/2019) IND AAA 26.05 8.03
8.38% Power Finance Corporation Limited (27/04/2020) CRISIL AAA 25.14 7.75
9.25% Adani Transmission Limited (16/04/2019) IND AA+ 21.06 6.49
8.39% Housing Development Finance Corporation Limited (15/03/2019) CRISIL AAA 15.80 4.87
9.05% Dewan Housing Finance Corporation Limited (09/09/2019) BWR AAA 15.61 4.81
7.17% National Highways Auth Of Ind (23/12/2021) CRISIL AAA 15.15 4.67
9.60% Renew Power Limited (26/02/2021) CARE A+ 11.52 3.55
8.37% National Bank For Agriculture and Rural Development (22/06/2020) CRISIL AAA 10.48 3.23
8.32% Reliance Jio Infocomm Limited (08/07/2021) CRISIL AAA 10.32 3.18
Asset Allocation (%) As on Sep 29, 2018
Equity 23.46
Others 0.00
Debt 67.17
Mutual Funds 0.00
Money Market 6.30
Cash / Call 3.07
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 7.90
Automotive 3.53
Chemicals 2.13
Technology 1.77
Engineering 1.50
Miscellaneous 1.49
Concentration As on Sep 29, 2018
Holdings %
Top 5 35.22
Top 10 90.63
Sectors %
Top 3
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