Axis Regular Saver Fund - Regular Plan - Growth Option
(Erstwhile Axis Income Saver -Growth Option)
Fund House: Axis Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 16-07-2010 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 |
| TER: 2.18% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 336.5 Cr As on (30-04-2024) |
| Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 month. |
27.3235
0.03 (0.1149%)
7.52%
Benchmark: 9.84%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
S&P BSE India 10 Year Sovereign Bond
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks to generate regular income through investments in debt and money market securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 3.91 |
| Sharpe Ratio | 0.24 |
| Alpha | -1.77 |
| Beta | 0.64 |
| Yield to Maturity | 7.65 |
| Average Maturity | 10.09 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Regular Saver Fund - Regular Plan - Growth Option | 16-07-2010 | 8.48 | 7.57 | 6.14 | 6.87 | 7.56 |
| Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 16.75 | 12.97 | - | - | - |
| Kotak Debt Hybrid - Growth | 02-12-2003 | 15.96 | 12.85 | 10.29 | 11.49 | 10.11 |
| HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 15.66 | 13.39 | 10.73 | 10.63 | 9.52 |
| HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 15.21 | 11.91 | 8.49 | 8.88 | 8.11 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 14.35 | 11.18 | 9.34 | 9.65 | 10.15 |
| Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 14.24 | 11.2 | 8.02 | 8.23 | 8.4 |
| BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth | 18-03-2009 | 14.07 | 10.53 | 14.49 | 9.68 | 8.59 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | 25-03-2001 | 13.71 | 11.95 | 10.39 | 10.87 | 9.82 |
| BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth | 18-03-2009 | 13.61 | 10.25 | 14.29 | 9.42 | 8.38 |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.06%
Others
76.19%
Large Cap
17.64%
Mid Cap
4.14%
