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Axis Regular Saver Fund

Axis Regular Saver Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.31

as on 15 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,358 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

  • ₹ 23.166

    as on 15 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 220 Cr.

    as on 15 Jun 2021
  • 2.28%

    since 31 Dec 2020
  • 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 ₹ 23.166 as on 15 Jun 2021.

This fund has 10 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.28%. 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 3.20% 5.18% 9.09% 27.49% 13.44% 11.19% 9.98% 10.34% 23.32% 16.88% 14.37% 10.89% 10.33%
Category Average 2.34% 3.11% 5.55% 16.99% 8.57% 7.37% 7.63% 8.53% 14.58% 11.71% 9.62% 7.71% 8.27%
Axis Regular Saver Fund 2.63%₹ 10,262 3.57%₹ 10,356 5.55%₹ 10,554 18.47%₹ 11,846 15.70%₹ 12,994 11.38%₹ 12,412 13.99%₹ 27,581 7.31%₹ 12,358 10.56%₹ 42,182 7.36%₹ 14,264 8.32%₹ 74,012 8.33%₹ 22,264 8.29%₹ 1,84,051
Kotak Debt Hybrid 2.78%₹ 10,277 5.09%₹ 10,509 7.88%₹ 10,787 22.54%₹ 12,254 20.26%₹ 13,274 13.44%₹ 12,877 16.88%₹ 28,342 11.19%₹ 13,749 14.37%₹ 44,574 9.94%₹ 16,068 10.89%₹ 78,908 9.89%₹ 25,700 10.24%₹ 2,04,092
Canara Robeco Conservative Hybrid Fund 2.77%₹ 10,277 3.66%₹ 10,366 6.48%₹ 10,648 18.20%₹ 11,819 15.87%₹ 13,004 12.23%₹ 12,603 14.49%₹ 27,712 11.00%₹ 13,679 12.99%₹ 43,701 9.36%₹ 15,643 10.41%₹ 77,955 9.24%₹ 24,226 9.49%₹ 1,96,141
Baroda Conservative Hybrid Fund 2.19%₹ 10,218 1.78%₹ 10,178 2.63%₹ 10,262 10.95%₹ 11,095 8.98%₹ 12,574 9.55%₹ 12,006 10.08%₹ 26,562 10.40%₹ 13,458 10.61%₹ 42,212 8.66%₹ 15,151 9.19%₹ 75,629 8.33%₹ 22,281 8.77%₹ 1,88,792
HDFC Hybrid Debt Fund 3.20%₹ 10,319 5.18%₹ 10,517 8.93%₹ 10,892 25.54%₹ 12,553 23.15%₹ 13,451 10.64%₹ 12,248 16.38%₹ 28,210 9.76%₹ 13,225 12.99%₹ 43,698 9.04%₹ 15,418 9.59%₹ 76,386 9.36%₹ 24,475 9.55%₹ 1,96,791
SBI Debt Hybrid Fund 2.70%₹ 10,270 3.94%₹ 10,394 7.41%₹ 10,740 22.88%₹ 12,287 20.02%₹ 13,260 11.52%₹ 12,443 16.00%₹ 28,111 9.63%₹ 13,179 13.15%₹ 43,801 8.69%₹ 15,175 9.69%₹ 76,568 9.41%₹ 24,592 9.48%₹ 1,96,074

Portfolio Holdings

Portfolio holdings pattern of Axis Regular Saver Fund as on 16 Jun 2021 are listed below:

  • Equity Holdings:

    24.13%
  • Debt Holdings:

    73.80%
  • Others Holdings:

    2.07%

Top Sector Holdings of Axis Regular Saver Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 4.63% ₹ 10.47 Cr.
Computers - software 2.77% ₹ 6.27 Cr.
Nbfc 2.65% ₹ 6.01 Cr.
Retailing 1.63% ₹ 3.68 Cr.
Refineries/marketing 1.54% ₹ 3.50 Cr.
Others 86.78% -

Top Stock Holdings of Axis Regular Saver Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 1.86% ₹ 4.20 Cr.
Bajaj Finance Ltd. 1.51% ₹ 3.42 Cr.
Reliance Industries Ltd. 1.48% ₹ 3.36 Cr.
Infosys Ltd. 1.47% ₹ 3.33 Cr.
Kotak Mahindra Bank Ltd. 1.38% ₹ 3.13 Cr.
Others 92.30% -

Top Debt Instrument Type holdings of Axis Regular Saver Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 47.26% ₹ 106.98 Cr.
T-Bills 17.30% ₹ 39.17 Cr.
GOI 9.24% ₹ 20.94 Cr.
Others 26.20% -

Top Debt Holdings of Axis Regular Saver Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 17.30% ₹ 39.17 Cr.
Bond - Govt of India 9.24% ₹ 20.94 Cr.
Bond - LIC Housing Finance Ltd. 4.56% ₹ 10.33 Cr.
Bond - L&T Infrastructure Finance Ltd. 4.53% ₹ 10.27 Cr.
Bond - Tata Power Co. Ltd. 4.50% ₹ 10.19 Cr.
Others 59.87%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.42%
Net Receivables -1.35%