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: 2.19% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 342.01 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 month. |
26.9977
-0 (-0.0022%)
7.48%
Benchmark: 9.83%
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 | 3.89 |
| Sharpe Ratio | 0.34 |
| Alpha | -1.39 |
| 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 | 9.1 | 5.72 | 6.52 | 6.68 | 7.75 |
| Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 16.3 | 11.73 | - | - | - |
| HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 15.95 | 11.22 | 11.33 | 10.21 | 9.92 |
| Kotak Debt Hybrid - Growth | 02-12-2003 | 15.82 | 10.67 | 10.58 | 11.04 | 10.23 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 14.42 | 9.74 | 9.57 | 9.44 | 10.44 |
| HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 14.04 | 8.78 | 8.17 | 8.13 | 8.14 |
| Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 13.96 | 9.33 | 8.17 | 7.85 | 8.59 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | 25-03-2001 | 13.83 | 10.01 | 10.49 | 10.24 | 9.83 |
| BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth | 18-03-2009 | 13.79 | 8.59 | 14.56 | 8.9 | 8.67 |
| DSP Regular Savings Fund- Regular Plan - Growth | 11-06-2004 | 13.43 | 8.68 | 7.87 | 7.83 | 7.75 |
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
2.13%
Others
76.31%
Large Cap
17.57%
Mid Cap
3.97%
