Axis Regular Saver Fund Direct Plan
To generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments.
Suitability
This product is suitable for investors who are seeking
• Capital appreciation while generating income over medium to long term.
• Investment in debt and money market instruments as well as equity and equity related instruments while managing risk through active asset allocation
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Conservative Allocation |
| Benchmark Type | Crisil MIP Blended Index |
| Expense Ratio | 1.32% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 272 |
| AMC AUM (in Crs.) | ₹ 89,720 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.64% | |
| 100 | 100 | 5.3% | |
| 100 | 100 | 5.3% | |
| 1000 | 1000 | 8.08% | |
| 1000 | 1000 | 8.97% | |
| 500 | 500 | 9.63% | |
| 500 | 500 | 5.57% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | Bond - Corporate Bond | 9 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 8 |
| Adani Transmission Limited | Bond - Corporate Bond | 7 |
| Reliance Jio Infocomm Limited | Bond - Corporate Bond | 7 |
| Dewan Housing Finance Corporation Limited | Bond - Corporate Bond | 5 |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | Cash - CD Time Deposit | 5 |
| Renew Power Ventures Private Limited | Bond - Corporate Bond | 4 |
| National Bank For Agriculture And Rural Development | Bond - Corporate Bond | 4 |
| Reliance Jio Infocomm Limited | Bond - Corporate Bond | 4 |
| National Highways Authority Of India | Bond - Corporate Bond | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 68 |
| Equity | 19 |
| Cash - CD Time Deposit | 5 |
| Cash - Commercial Paper | 4 |
| Cash | 3 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 68 |
| Cash - CD Time Deposit | 5 |
| Cash - Commercial Paper | 4 |
| Banks - Regional - Asia | 4 |
| Cash | 3 |
Axis Asset Mutual Fund
AUM
₹89,720 Cr
About
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customers view and long-term relationship.##Axis Mutual Fund houses more than 50 schemes, it has over 20 lakh investors investing with them and is present in over 90 cities. Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.##They also aim to provide quality financial and investment solutions. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.
Email
Phone
1800 221 322
Address
Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,, Mumbai - 400025
Axis Asset Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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