Axis Regular Saver Fund - Regular Plan - Growth Option
Category: Hybrid: Conservative
Launch Date: 16-07-2010
AUM:
₹ 336.5 Cr
Expense Ratio
2.18%
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85
ISIN
INF846K01693
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Devang Shah, Ashish Naik, Sachin Jain, Jayesh Sundar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Regular Saver Fund - Regular Plan - Growth Option | 7.9 | 6.37 | 6.94 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
27.1641
Last change
0.02 (0.0637%)
Fund Size (AUM)
₹ 336.5 Cr
Performance
7.49% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The fund seeks to generate regular income through investments in debt and money market securities.
Fund Manager
Devang Shah, Ashish Naik, Sachin Jain, Jayesh Sundar
Riskometer
Moderately High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.18% GOI 24/07/2037 | 24.25 |
| 7.26% GOI 06/02/2033 | 15.49 |
| 7.65% HDFC Bank Ltd. 25/05/2033 | 7.39 |
| 7.64% Power Finance Corporation Ltd. 22/02/2033 | 5.97 |
| 8.15% Samvardhana Motherson International Ltd. 23/01/2026 | 2.96 |
| 8.5% Muthoot Finance Ltd. 29/01/2026 | 2.95 |
| 6.72% India Grid Trust 14/09/2026 | 2.89 |
| ICICI Bank Ltd. | 1.97 |
| Tata Consultancy Services Ltd. | 1.93 |
| Infosys Ltd. | 1.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Sovereign | 41.58 |
| Financial | 32.18 |
| Automobile | 6.38 |
| Technology | 4.08 |
| Capital Goods | 3.37 |
| Services | 2.45 |
| Others | 2.15 |
| Construction | 1.87 |
| Chemicals | 1.73 |
| Energy | 1.54 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Reg Saver Reg Gr | 6.94 |
| Parag Parikh Conservative Hybrid Fund Reg Gr | 0.0 |
| Kotak Debt Hybrid Gr | 11.56 |
| HDFC Hybrid Debt Gr | 10.7 |
| HSBC Conservative Hybrid Fund Gr | 8.79 |
| ICICI Pru Reg Savings Gr | 9.72 |
| Franklin India Debt Hybrid Gr | 8.18 |
| SBI Conservative Hybrid Reg Gr | 10.93 |
| BANK OF INDIA Cons Hybrid ECO Gr | 9.74 |
| DSP Reg Savings Reg Gr | 8.25 |