Axis Regular Saver Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Conservative Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 295.94
Expense Ratio
1.35%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 81622
Min Subscription
₹ 5000
Min Addition Subscription
₹ 100
Performance
Comparison
Portfolio
Details
Analysis
20.6229
(-0.07 %)
NAV as on 2019-01-18
Returns
Fund
Axis Regular Saver Fund Direct Plan
1 Year
3.51%
3 Year
8.3%
5 Year
10.54%
AMC Details
amc launch date
Launch Date
04 Sep 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 43255161
amc address
Address
India, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,062
Portfolio Value
62
Total Returns