• Mutual Funds
  • Axis Mutual Fund
  • Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W)
Axis Mutual Fund

Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W)

DebtLiquid

Top Ranked

1002.0913

NAV (Dec 06)

4%
3 Year CAGR
Scripbox Opinion

Top Ranked

Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) is recommended for investment within liquid mutual funds.

Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

24,760 Cr. Category leader in size

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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Emergency Money

Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Emergency

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Historical NAV

1002.0913

NAV (Dec 6)

Fund Returns

Last 1Y

3.3%

Last 3Y

4%

Last 5Y

4.4%

Last 10Y

5.5%

Since Inception

5.5%

6 Month CAGR

1.7%

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Scheme Information

Investment Objective

To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However there can be no assurance that the investment objective of the scheme will be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderate Risk

Expense Ratio

0.26

Launched (12y ago)

Oct 09, 2009

AUM in Crores

24759.463

ISIN

INF846K01446

Lock-in

No Lock-in

Benchmark

Nifty Liquid Index TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Aditya Pagaria

Fund Manager

user-avatar

Devang Shah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • Inflation beating returns
    Inflation beating returns
  • Emergency
    Emergency
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

₹ 13,499 cr

5

₹ 33,567 cr

5

₹ 11,691 cr

5

₹ 31,118 cr

5

₹ 27,296 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,984 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    7.2%

    19.7%

    13.5%

    26.5%

    19.5%

    4.3%

    6.8%

    25.6%

    19.2%

    growth

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Emergency
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Axis Liquid Fund (Growth)

    Axis Liquid Fund (Growth)

    Debt

    Liquid

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W)

    About Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W)

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) is a Liquid Debt fund and has delivered an annualised return of 5.5% over a period of 12 years. . The fund is managed by Axis Asset Management Company Limited. The fund managers are Aditya Pagaria, Devang Shah

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) Investment Objective

    To provide a high level of liquidity with reasonable returns commensurating with low risk through a portfolio of money market and debt securities. However there can be no assurance that the investment objective of the scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) NAV,AUM,Risk

    The Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) fund was launched on Oct 09, 2009. The NAV (Net Asset Value) of this Liquid Debt fund as of 2021-12-06 is ₹1002.09. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹24759.463. The category risk of the Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) fund is Moderate Risk. The fund charges 0.26 % as expense ratio.

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) Holdings

    The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , reliance industries limited , 91 dtb 16122021 , 182 dtb 30122021 , indian oil corporation limited , 91 dtb 23122021 , 91 dtb 02022022 , infina finance private limited , reliance retail ventures limited , bajaj finance limited , reliance retail ventures limited , housing development finance corporation limited , net receivables / (payables) , chennai petroleum corporation ltd , tata steel limited , reliance industries limited , kotak securities ltd , birla group holdings private limited , reliance jio infocomm limited , ntpc limited , ultratech cement limited , housing development finance corporation limited , kotak securities limited , chennai petroleum corporation ltd , 364 dtb 18112021 , 364 dtb 13012022 , larsen and toubro limited , bharti enterprises limited , 91 dtb 02122021 , reliance industries limited , tvs credit services limited , 91 dtb 09122021 , lic housing finance limited , reliance jio infocomm limited , reliance jio infocomm limited , ultratech cement limited , indian oil corporation limited , jm financial properties and holdings limited , iifl finance limited , iifl facilities services limited , kotak mahindra prime limited , birla group holdings private limited , icici securities limited , 364 dtb 20012022 , power grid corporation of india limited , l&t infrastructure finance company limited , birla group holdings private limited , national bank for agriculture and rural development , dalmia cement (bharat) limited , jm financial products limited , kotak securities limited , reliance retail ventures limited , reliance industries limited , export-import bank of india , housing development finance corporation limited , export-import bank of india , rbl bank limited , national bank for agriculture and rural development , nuvoco vistas corporation limited , standard chartered investments and loans (india) limited , 91 dtb 25112021 , 182 dtb 09122021 , 182 dtb 16122021 , godrej industries limited , godrej industries limited , julius baer capital (india) private limited , godrej industries limited , sharekhan bnp paribas financial services limited , icici securities limited , julius baer capital (india) private limited , 91 dtb 13012022 , lic housing finance limited , nabha power limited , julius baer capital (india) private limited , deutsche investments india private limited , hdfc securities limited , tvs credit services limited , 8.75% u.p. sdl 2022 , 182 dtb 18112021 , 364 dtb 27012022 , nhpc limited , bajaj finance limited

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Liquid Index TR INR.

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) Review

    Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) has a score of 5 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Liquid Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-W) has a score of 5out of 5 The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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