Axis Regular Saver Fund - Regular Plan - Growth Option

(Erstwhile Axis Income Saver -Growth Option)

Category: Hybrid: Conservative
Launch Date: 16-07-2010
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85
Expense Ratio: 2.18% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 330.09 Cr As on (31-05-2024)
Turn over:
NAV as on 12-07-2024

28.1854

0.06 (0.2115%)

CAGR Since Inception

7.68%

NIFTY 50 Hybrid Composite Debt 15:85 9.94%

PERFORMANCE of Axis Regular Saver Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 12-07-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Regular Saver Fund - Regular Plan - Growth Option 9.9 6.64 8.62 7.53 7.68
Benchmark - - - - -
Hybrid: Conservative 13.47 9.37 9.09 8.37 8.8

Yearly Performance (%)

Nav Movement

Fund Managers

Devang Shah, Ashish Naik, Sachin Jain, Jayesh Sundar

Investment Objective

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

RETURNS CALCULATOR for Axis Regular Saver Fund - Regular Plan - Growth 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

Key Performance and Risk Statistics of Axis Regular Saver Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Regular Saver Fund - Regular Plan - Growth Option 3.83 -0.08 -0.52 0.73 7.64 11.91
Hybrid: Conservative - - - - - -

PEER COMPARISION of Axis Regular Saver Fund - Regular Plan - Growth Option

Period
Data as on - 12-07-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Regular Saver Fund - Regular Plan - Growth Option 16-07-2010 9.9 9.18 6.64 8.62 7.53
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 18.3 13.77 11.56 0.0 0.0
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 17.56 13.64 9.45 8.99 8.3
Kotak Debt Hybrid - Growth 02-12-2003 16.47 14.27 10.96 11.7 10.24
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 16.46 14.7 11.08 10.84 9.57
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 15.64 12.85 10.54 9.75 9.02
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 15.31 13.57 10.84 11.49 10.02
Franklin India Debt Hybrid Fund - Growth 28-09-2000 14.96 12.37 8.67 8.46 8.44
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 14.33 11.65 8.17 8.63 7.62
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 14.28 12.12 10.07 10.02 10.12

PORTFOLIO ANALYSIS of Axis Regular Saver Fund - Regular Plan - Growth Option

Asset Allocation (%)