AXIS Regular Saver Fund – Direct Growth

Hybrid · Conservative Hybrid
 · ★★★
100
Min SIP
500
Min Lumpsum
0.8 %
Expense Ratio
★★★
Rating
440
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 27 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 8.5% 9.7% 8% 9%
Category Average 17.3% 21.8% 14.1% -

Scheme Allocation

By Holding
By Sector
By Asset
1.91%
TCS
1.66%
1.57%
1.47%
Others
91.51%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 1.91%
Bajaj Finance Finance Equity 1.88%
TCS IT - Software Equity 1.66%
ICICI Bank Banks Equity 1.57%
Infosys IT - Software Equity 1.47%
Avenue Super. Retail Equity 1.37%
Reliance Industr Refineries Equity 1.25%
Kotak Mah. Bank Banks Equity 0.92%
P I Industries Agro Chemicals Equity 0.84%
M & M Automobile Equity 0.58%
Shree Cement Cement Equity 0.51%
Navin Fluo.Intl. Chemicals Equity 0.51%
Vedant Fashions Retail Equity 0.5%
Bajaj Finserv Finance Equity 0.49%
Cholaman.Inv.&Fn Finance Equity 0.46%
Alkem Lab Pharmaceuticals Equity 0.46%
Neogen Chemicals Chemicals Equity 0.45%
Sansera Enginee. Auto Ancillaries Equity 0.43%
Motherson Wiring Auto Ancillaries Equity 0.41%
SKF India Bearings Equity 0.41%
Tata Motors Automobile Equity 0.39%
Larsen & Toubro Infrastructure Developers & Operators Equity 0.39%
Uno Minda Auto Ancillaries Equity 0.37%
Nestle India FMCG Equity 0.37%
Clean Science Chemicals Equity 0.36%
Sun Pharma.Inds. Pharmaceuticals Equity 0.34%
ICICI Pru Life Insurance Equity 0.34%
Rainbow Child. Healthcare Equity 0.33%
MTAR Technologie Engineering Equity 0.33%
ICICI Lombard Insurance Equity 0.31%
Hind. Unilever FMCG Equity 0.31%
Sona BLW Precis. Auto Ancillaries Equity 0.3%
LTIMindtree IT - Software Equity 0.29%
Sumitomo Chemi. Agro Chemicals Equity 0.28%
Sundaram Finance Finance Equity 0.27%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.23%
Brigade Enterpr. Realty Equity 0.21%
Fortis Health. Healthcare Equity 0.16%
Jio Financial Finance Equity 0.12%
Mankind Pharma Trading Equity 0.09%
SBFC Finance Finance Equity 0.01%
Team Lease Serv. Miscellaneous Equity 0%
Debt
74.3%
Banks
4.96%
Finance
3.14%
IT-Software
3.13%
Cash & Others
2.32%
Others
12.15%
View all Sectors
Sectors Asset
Debt 74.3%
Banks 4.96%
Finance 3.14%
IT-Software 3.13%
Cash & Others 2.32%
Retailing 1.82%
Auto Components 1.63%
Petroleum Products 1.29%
Fertilisers & Agrochemica 1.06%
Chemicals & Petrochemical 0.99%
Automobiles 0.92%
Pharmaceuticals & Biotech 0.91%
Healthcare Services 0.5%
Aerospace & Defense 0.49%
Cement & Cement Products 0.45%
Industrial Products 0.42%
Realty 0.39%
Food Products 0.36%
Construction 0.36%
Diversified FMCG 0.31%
Insurance 0.31%
Others -0.06%
Corporate Debentures
37.49%
Govt Securities / Sovereign
34.24%
Equity
23.88%
Net Curr Ass/Net Receivables
2.35%
Reverse Repos
1.27%
Others
0.77%
View all Assets
Assets Asset
Corporate Debentures 37.49%
Govt Securities / Sovereign 34.24%
Equity 23.88%
Net Curr Ass/Net Receivables 2.35%
Reverse Repos 1.27%
Floating Rate Instruments 0.94%
Derivatives -0.13%

Advance Ratio

3.86
Alpha
1.43
SD
0.28
Beta
1.87
Sharpe

Exit Load

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 allotment NIL - If redeemed/switch out after 1 months from the date of allotment.

Fund Objective

To generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk through active asset allocation.

Fund Managers

Devang Shah

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,980 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

Frequently Asked Questions

How to invest in AXIS Regular Saver Fund – Direct Growth ?

You can invest in AXIS Regular Saver Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Regular Saver Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Regular Saver Fund – Direct Growth ?

The NAV of AXIS Regular Saver Fund – Direct Growth is ₹29.6 as of 27 September 2023.

How to redeem AXIS Regular Saver Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Regular Saver Fund – Direct Growth?

The minimum SIP amount of AXIS Regular Saver Fund – Direct Growth is ₹100

What are the top sectors AXIS Regular Saver Fund – Direct Growth has invested in?

The top sectors AXIS Regular Saver Fund – Direct Growth has invested in are
  1. Debt - 74.3%
  2. Banks - 4.96%
  3. Finance - 3.14%
  4. IT-Software - 3.13%
  5. Cash & Others - 2.32%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Regular Saver Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Regular Saver Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS Regular Saver Fund – Direct Growth generated ?

The AXIS Regular Saver Fund – Direct Growth has delivered 9% since inception

What is the expense ratio of AXIS Regular Saver Fund – Direct Growth ?

The expense ratio of AXIS Regular Saver Fund – Direct Growth is 0.8 % as of 27 September 2023.

What is the AUM of AXIS Regular Saver Fund – Direct Growth?

The AUM of AXIS Regular Saver Fund – Direct Growth is ₹2,48,980 Cr as of 27 September 2023

What are the top stock holdings of AXIS Regular Saver Fund – Direct Growth?

The top stock holdings of AXIS Regular Saver Fund – Direct Growth are
  1. HDFC Bank - 1.91%
  2. Bajaj Finance - 1.88%
  3. TCS - 1.66%
  4. ICICI Bank - 1.57%
  5. Infosys - 1.47%

How can I redeem my investments in AXIS Regular Saver Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Regular Saver Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now