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Axis Regular Saver Fund

Axis Regular Saver Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.31

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,075 today.

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NAV Performance

Axis Regular Saver Fund performance graph for last 3 years
Performance of Axis Regular Saver Fund for last 3 Years

Fund Information

  • ₹ 24.422

    as on 12 Aug 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 356 Cr.

    as on 31 Dec 2021
  • 2.22%

  • 16 Jul 2010

  • Hybrid - Conservative Hybrid Fund

  • Nifty 50

  • Axis Mutual Fund

    Show All Funds

Highlights of this fund

Axis Regular Saver Fund is an Open-ended Hybrid Fund. The fund belongs to Conservative Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 16 Jul 2010. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Hybrid funds offered by Axis Mutual Fund.

Latest NAV of the fund is ₹ 24.422 as on 12 Aug 2022.

This fund has 12 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.22%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The Scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments.

List of Fund Managers of Axis Regular Saver Fund

  • About Sachin Jain

    Picture of Sachin  Jain
  • About Devang Shah

    Picture of Devang ShahDevang Shah is the Deputy Head - Fixed Income at Axis AMC. His core responsibilities include managing top quartile performance for all funds along with managing client relationship. Devang joined Axis AMC on October 2012 as a Fund Manager and was promoted to Deputy Head in June 2018. He has been actively involved in the ideation, sourcing and investment strategy for fixed income funds. Prior to this, Devang was working with ICICI Prudential AMC as a Fund Manager from April 2008 till October 2012. His primary responsibilities include – 1. Analysing domestic fixed income markets, provide views on interest rate, credit environment & domestic monetary aggregates 2. Managing portfolio and trading in Debt & Money Market Instruments 3. Analysing various credit structures (LAS, ABS Pools, LAP) and credit exposures for the fund house. He has also worked with Deutsche AMC and PwC in past.
  • About Ashish Naik

    Picture of Ashish NaikAshish Naik is an Equity Fund Manager at Axis AMC. He joined Axis AMC as an Equity Research Analyst in 2009, and later in June 2016 he was elevated to the post of a Fund Manager. Prior to this, Ashish was associated with Goldman Sachs India Securities as a Business Analyst.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.28% 4.47% 19.84% 22.02% 16.94% 14.38% 8.49% 10.41% 27.24% 20.55% 17.87% 10.88% 9.59%
Category Average 2.37% 3.54% 2.03% 6.05% 9.61% 8.28% 6.43% 8.45% 5.42% 7.58% 8.59% 7.47% 7.72%
Axis Regular Saver Fund 3.28%₹ 10,328 4.22%₹ 10,421 0.26%₹ 10,026 3.06%₹ 10,306 2.55%₹ 12,164 9.09%₹ 11,901 6.03%₹ 25,521 9.31%₹ 13,075 8.17%₹ 40,723 6.59%₹ 13,761 7.26%₹ 72,066 8.26%₹ 22,135 7.45%₹ 1,76,182
Kotak Debt Hybrid 3.00%₹ 10,300 4.36%₹ 10,435 1.05%₹ 10,104 6.03%₹ 10,602 4.89%₹ 12,314 11.96%₹ 12,535 8.56%₹ 26,169 11.33%₹ 13,816 10.64%₹ 42,225 8.49%₹ 15,035 10.00%₹ 77,169 9.79%₹ 25,475 9.55%₹ 1,96,796
Canara Robeco Conservative Hybrid Fund 2.73%₹ 10,273 4.36%₹ 10,435 1.17%₹ 10,116 3.67%₹ 10,367 3.74%₹ 12,241 8.99%₹ 11,879 6.37%₹ 25,607 9.77%₹ 13,241 8.47%₹ 40,906 7.91%₹ 14,639 8.81%₹ 74,910 8.88%₹ 23,435 8.55%₹ 1,86,619
SBI Debt Hybrid Fund 2.64%₹ 10,263 4.25%₹ 10,425 2.05%₹ 10,205 7.43%₹ 10,743 6.03%₹ 12,387 12.93%₹ 12,752 9.51%₹ 26,414 11.11%₹ 13,733 11.15%₹ 42,546 7.56%₹ 14,399 9.76%₹ 76,712 9.47%₹ 24,728 9.12%₹ 1,92,347
ICICI Prudential Regular Savings Fund 2.17%₹ 10,216 3.50%₹ 10,350 2.09%₹ 10,209 6.70%₹ 10,669 5.76%₹ 12,369 9.76%₹ 12,047 7.76%₹ 25,963 9.49%₹ 13,139 9.09%₹ 41,279 8.29%₹ 14,899 8.85%₹ 74,997 10.28%₹ 26,637 9.59%₹ 1,97,213
HDFC Hybrid Debt Fund 2.78%₹ 10,277 4.26%₹ 10,425 1.55%₹ 10,155 5.62%₹ 10,562 5.37%₹ 12,345 12.38%₹ 12,628 9.03%₹ 26,290 9.77%₹ 13,240 10.47%₹ 42,121 7.12%₹ 14,108 9.02%₹ 75,303 9.43%₹ 24,643 8.85%₹ 1,89,646

Portfolio Holdings

Portfolio holdings pattern of Axis Regular Saver Fund as on 14 Aug 2022 are listed below:

  • Equity Holdings:

    22.63%
  • Debt Holdings:

    72.50%
  • Others Holdings:

    4.87%

Top Sector Holdings of Axis Regular Saver Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 3.74% ₹ 14.48 Cr.
Computers - Software 2.96% ₹ 12.79 Cr.
NBFC 2.54% ₹ 9.54 Cr.
Auto ancillaries 1.70% ₹ 6.38 Cr.
Retailing 1.21% ₹ 4.55 Cr.
Others 87.85% -

Top Stock Holdings of Axis Regular Saver Fund

Name of StocksHolding PercentageHolding Values in Crore
Tata Consultancy Services Ltd. 1.65% ₹ 6.19 Cr.
Bajaj Finance Ltd. 1.61% ₹ 6.03 Cr.
ICICI Bank Ltd. 1.54% ₹ 5.77 Cr.
Infosys Ltd. 1.31% ₹ 4.93 Cr.
Avenue Supermarts Ltd. 1.21% ₹ 4.55 Cr.
Others 92.68% -

Top Debt Instrument Type holdings of Axis Regular Saver Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 41.67% ₹ 156.26 Cr.
GOI 26.90% ₹ 100.86 Cr.
CD 3.93% ₹ 14.73 Cr.
Others 27.50% -

Top Debt Holdings of Axis Regular Saver Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 26.90% ₹ 100.86 Cr.
Bond - Rural Electrification Corporation Limited 4.11% ₹ 15.42 Cr.
Bond - Small Industries Development Bank Of India 3.97% ₹ 14.92 Cr.
Bond - IDFC First Bank Ltd. 3.93% ₹ 14.73 Cr.
Bond - LIC Housing Finance Ltd. 2.73% ₹ 10.24 Cr.
Others 58.36%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.95%
Net Receivables 0.92%