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3 Year return
7.57%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹336.5 Cr.
Expense Ratio
0.83% (inclusive of GST)
Exit Load
If redeemed/swich out within 1 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1%1.00% - If redeemed/switched out on or within 1 months from the date of allotmentNIL - If redeemed/switch out after 1 months from the date of allotment.
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Fund Holdings
Other Holdings | % of Asset |
---|---|
Muthoot Finance | 2.95 % |
India Grid Trust | 2.89 % |
ICICI Bank | 1.97 % |
TCS | 1.93 % |
Infosys | 1.82 % |
Net CA & Others | 1.8 % |
HDFC Bank | 1.78 % |
Reliance Industr | 1.54 % |
Bajaj Finance | 1.5 % |
CreditAcc. Gram. | 1.49 % |
Indian Bank | 1.49 % |
Aadhar Hsg. Fin. | 1.48 % |
Indostar Capital | 1.48 % |
Embassy Off.REIT | 1.48 % |
Avenue Super. | 1.39 % |
360 One Prime | 1.19 % |
GSEC2033 | 0.89 % |
GSEC2028 | 0.89 % |
P I Industries | 0.87 % |
Uno Minda | 0.75 % |
SK Finance | 0.72 % |
Bajaj Finserv | 0.68 % |
Sansera Enginee. | 0.61 % |
Kotak Mah. Bank | 0.59 % |
Rainbow Child. | 0.58 % |
M & M | 0.58 % |
Sun Pharma.Inds. | 0.58 % |
Zomato Ltd | 0.57 % |
Motherson Wiring | 0.57 % |
Nestle India | 0.53 % |
Navin Fluo.Intl. | 0.51 % |
Tata Motors | 0.51 % |
Cholaman.Inv.&Fn | 0.5 % |
SKF India | 0.48 % |
Vedant Fashions | 0.48 % |
Cholaman.Inv.&Fn | 0.44 % |
ICICI Pru Life | 0.43 % |
Sona BLW Precis. | 0.4 % |
Larsen & Toubro | 0.39 % |
Sumitomo Chemi. | 0.35 % |
LTIMindtree | 0.33 % |
SBI CDMDF-A2 | 0.33 % |
Sundaram Finance | 0.31 % |
Fortis Health. | 0.28 % |
Jio Financial | 0.25 % |
Shree Cement | 0.19 % |
Hind. Unilever | 0.11 % |
GSEC2034 | 0.06 % |
C C I | 0.02 % |
Team Lease Serv. | 0.01 % |
Axis Mutual Fund Managers
DS
Devang Shah
Fund Manager since Jun 2016
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Kotak Debt Hybrid Monthly Payout of IDCW Direct Payout |
11.28% |
4.5 |
SBI Conservative Hybrid Fund Direct Plan Quarterly IDCW Payout |
10.88% |
4.5 |
SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout |
10.88% |
4.5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Annual IDCW Reinvestment
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Growth
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Payout
Other . FoFs Domestic
Axis All Seasons Debt Fund of Funds Direct Plan Half Yearly Dividend Option Reinvestment
About Axis Regular Saver Fund Direct Plan Growth
The Axis Regular Saver Fund Direct Plan Growth is a liquid fund managed by Axis Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a growth option, which means that your investment returns are reinvested in the fund to grow your investment over time.
Investment Objectives of the Scheme
The investment objective of the Axis Regular Saver Fund Direct Plan Growth is to generate regular income by investing in a portfolio of money market instruments. The fund seeks to achieve its objective by investing in a diversified portfolio of money market instruments and by actively managing its portfolio.
Key Features of The Fund
5-year return | 8.13% |
Expense Ratio | 0.83% |
Fund Manager | Devang Shah |
Fund Size | ₹336.5 Cr |
Risk Profile | Moderately High |
Is This Scheme Right for Me?
The Axis Regular Saver Fund Direct Plan Growth is a good option for investors who are looking for an investment that generates regular income with low risk. The fund is suitable for investors who have a low risk tolerance and are looking for an investment that can help them meet their short-term financial goals. Here are some factors to consider when deciding if this scheme is right for you: Your risk tolerance: The fund is a liquid fund, which means that it carries very low risk. However, you could still lose money if interest rates fall or if the issuer of the money market instrument defaults. If you are risk-averse, you may want to consider a different type of fund, such as a savings account. Your investment horizon: This fund is suitable for investors who have a short-term investment horizon of up to 1 year. If you are planning to withdraw your money in the long term, you may want to consider a different type of fund, such as an equity fund. Your understanding of money market instruments: Money market instruments are a type of debt instrument that has a short maturity period. If you are not familiar with money market instruments, then you may want to consult with a financial advisor.
AMC Contact Details
Name | Axis Mutual Fund |
Launch Date | January 2009 |
Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
Contact | 8108622211 |
customerservice@axismf.com | |
Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.