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Axis Regular Saver Fund

Axis Regular Saver Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.10

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,988 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

  • ₹ 24.326

    as on 24 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 266 Cr.

    as on 24 Sep 2021
  • 2.24%

    since 31 May 2021
  • 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 ₹ 24.326 as on 24 Sep 2021.

This fund has 11 years of track record. Since 31 May 2021 expense ratio of this fund is 2.24%. 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 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.
  • 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.

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 5.50% 7.35% 11.18% 25.75% 15.01% 13.29% 9.43% 10.82% 22.74% 18.87% 16.12% 12.05% 10.75%
Category Average 2.33% 4.34% 7.65% 17.34% 10.30% 8.89% 7.21% 8.94% 15.83% 13.81% 11.30% 8.64% 8.65%
Axis Regular Saver Fund 2.30%₹ 10,229 5.18%₹ 10,517 9.07%₹ 10,906 19.52%₹ 11,951 17.67%₹ 13,119 13.02%₹ 12,776 16.02%₹ 28,124 9.10%₹ 12,988 12.70%₹ 43,525 7.59%₹ 14,421 9.57%₹ 76,354 8.89%₹ 23,452 8.81%₹ 1,89,248
SBI Debt Hybrid Fund 2.53%₹ 10,252 4.16%₹ 10,416 8.92%₹ 10,892 22.42%₹ 12,241 18.42%₹ 13,165 13.12%₹ 12,800 17.17%₹ 28,428 11.82%₹ 13,984 14.33%₹ 44,560 8.28%₹ 14,889 10.49%₹ 78,140 9.78%₹ 25,459 9.81%₹ 1,99,490
HDFC Hybrid Debt Fund 2.33%₹ 10,233 4.24%₹ 10,423 9.50%₹ 10,949 24.13%₹ 12,413 20.08%₹ 13,267 12.62%₹ 12,687 17.37%₹ 28,483 10.95%₹ 13,660 13.83%₹ 44,243 8.13%₹ 14,785 10.19%₹ 77,541 9.77%₹ 25,434 9.80%₹ 1,99,368
Aditya Birla Sun Life Regular Savings Fund 2.80%₹ 10,279 4.95%₹ 10,495 8.65%₹ 10,864 25.75%₹ 12,574 21.04%₹ 13,326 12.10%₹ 12,570 18.56%₹ 28,798 9.84%₹ 13,255 14.11%₹ 44,420 7.63%₹ 14,447 9.76%₹ 76,717 10.67%₹ 27,596 10.34%₹ 2,05,155
Aditya Birla Sun Life Regular Savings Fund 2.80%₹ 10,279 4.95%₹ 10,495 8.65%₹ 10,864 25.75%₹ 12,574 21.04%₹ 13,326 12.10%₹ 12,570 18.56%₹ 28,798 9.84%₹ 13,255 14.11%₹ 44,420 7.63%₹ 14,447 9.76%₹ 76,717 10.67%₹ 27,596 10.34%₹ 2,05,155
UTI Regular Savings Fund 4.18%₹ 10,418 7.35%₹ 10,734 11.18%₹ 11,117 24.39%₹ 12,438 22.74%₹ 13,430 11.88%₹ 12,520 18.54%₹ 28,794 8.71%₹ 12,849 13.44%₹ 43,994 7.95%₹ 14,662 9.75%₹ 76,703 9.67%₹ 25,199 9.51%₹ 1,96,333

Portfolio Holdings

Portfolio holdings pattern of Axis Regular Saver Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    24.23%
  • Debt Holdings:

    70.61%
  • Others Holdings:

    5.16%

Top Sector Holdings of Axis Regular Saver Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 5.13% ₹ 13.65 Cr.
Computers - software 3.43% ₹ 9.13 Cr.
Nbfc 2.36% ₹ 6.27 Cr.
Retailing 1.52% ₹ 4.07 Cr.
Pharmaceuticals 1.36% ₹ 3.65 Cr.
Others 86.20% -

Top Stock Holdings of Axis Regular Saver Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 1.85% ₹ 4.93 Cr.
ICICI Bank Ltd. 1.85% ₹ 4.92 Cr.
Infosys Ltd. 1.62% ₹ 4.32 Cr.
Tata Consultancy Services Ltd. 1.52% ₹ 4.04 Cr.
Bajaj Finance Ltd. 1.50% ₹ 4.00 Cr.
Others 91.66% -

Top Debt Instrument Type holdings of Axis Regular Saver Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 40.44% ₹ 107.69 Cr.
GOI 22.89% ₹ 60.93 Cr.
CD 5.41% ₹ 14.41 Cr.
T-Bills 1.87% ₹ 4.97 Cr.
Others 29.39% -

Top Debt Holdings of Axis Regular Saver Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 22.89% ₹ 60.93 Cr.
Bond - Rural Electrification Corporation Limited 5.87% ₹ 15.65 Cr.
Bond - IDFC First Bank Ltd. 5.41% ₹ 14.41 Cr.
Bond - LIC Housing Finance Ltd. 3.89% ₹ 10.35 Cr.
Bond - L&T Finance Ltd. 3.83% ₹ 10.21 Cr.
Others 58.11%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.67%
Net Receivables 1.49%