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Axis Regular Saver Fund - Dividend Option - Annual Dividend Option

(Erstwhile Axis Income Saver - Dividend Option - Annual Dividend Option)

Category: Hybrid: Conservative
Launch Date: 16-07-2010
Asset Class: Mixed Asset
Benchmark: Crisil Hybrid 85+15 Conservative Index
Expense Ratio: 2.65% As on (30-09-2018)
Status: Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 307.43 Cr As on (30-09-2018)
Turn over: 16%
NAV as on 19-11-2018

11.6558

0.01 (0.127%)

CAGR Since Inception

6.24%

PERFORMANCE of Axis Regular Saver Fund - Dividend Option - Annual Dividend Option

Scheme Performance (%)

Data as on - 19-11-2018

Yearly Performance (%)

Fund Managers

Mr. Devang Shah, Mr. Ashish Naik

Mr. Shah is B.Com and ACA. Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

Investment Objective

The fund seeks to generate regular income through investments in debt and money market securities.

RETURNS CALCULATOR for Axis Regular Saver Fund - Dividend Option - Annual Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Axis Regular Saver Fund - Dividend Option - Annual Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Regular Saver Fund - Dividend Option - Annual Dividend Option 3.65 0.99 -4.62 0.92 7.02 1.5
Hybrid: Conservative - - - - - -

PEER COMPARISION of Axis Regular Saver Fund - Dividend Option - Annual Dividend Option

Period
Data as on - 19-11-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Regular Saver Fund - Dividend Option - Annual Dividend Option 16-07-2010 -0.16 4.04 3.45 6.86 0.0
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 6.8 8.83 0.0 0.0 0.0
DHFL Pramerica Hybrid Debt Fund - Growth 02-11-2007 4.11 6.85 7.61 7.47 6.96
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 3.9 8.1 8.95 11.39 11.79
Invesco India Regular Savings Fund - Growth 01-06-2010 3.29 4.54 7.07 6.57 0.0
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 2.77 6.84 7.85 10.58 10.66
Essel Regular Savings Fund-Growth 29-07-2010 2.73 4.91 6.07 7.56 0.0
Reliance Hybrid Bond Fund-Growth Plan 29-12-2003 2.7 5.79 7.24 10.3 11.15
Axis Regular Saver Fund -Growth Option 16-07-2010 2.59 6.65 6.12 8.98 0.0
BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 2.02 5.38 7.03 8.76 7.87

PORTFOLIO ANALYSIS of Axis Regular Saver Fund - Dividend Option - Annual Dividend Option

Asset Allocation (%)

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