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  • Mutual Funds
  • Axis Asset Management Company Limited
  • Axis Saver Fund (Dividend Payout - Annually)

Formerly Axis Income Saver Ann DP

Axis Saver Fund (Dividend Payout - Annually)

Axis Saver Fund (Dividend Payout - Annually)

Hybrid

Conservative Hybrid

11.7829

NAV (Nov 27)

Scripbox Opinion

Neutral

Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

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

10 Years

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

Relative Size

168 Cr

Medium within the category

Category View

Relatively Poor

The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only
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Scheme Information

Investment 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.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

2.29 %

Expense Ratio

Jul 16, 2010

Launched (10y ago)

₹ 168

AUM in Crores

INF846K01743

ISIN

No Lock-in

Lock-in

IISL Nifty 50 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Ashish Naik

Fund Manager

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Devang Shah

Fund Manager

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Sachin Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-27

Top Stock Holdings

Indian railway finance corporation limited

6.4%
6.4%

Housing development finance corporation limited

6.3%
6.3%

L&t infrastructure finance company limited

6.1%
6.1%

The tata power company limited

6.1%
6.1%

6.19% govt stock 2034

6.1%
6.1%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

9%
90%

Technology

3.2%
90%

Consumer defensive

2.6%
90%

Basic materials

2.6%
90%

Consumer cyclical

1.8%
90%
See all sectorsright-arrow
comparison

Comparison with Hybrid Funds

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

19 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

16 Years

Age

5

Track Record

Franklin India Dynamic Asst Allo Fund Of Funds (G)

Franklin India Dynamic Asst Allo Fund Of Funds (G)

Dynamic Asset Allocation Or Balanced Advantage

17 Years

Age

5

Track Record

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 171,099 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 27 equity,93 debt and 35 hybrid funds.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Axis Liquid Fund (G)

    Axis Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 26,508 Cr

    Fund Size

    6.2%

    3Y returns

    Axis Bluechip Fund (G)

    Axis Bluechip Fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 18,282 Cr

    Fund Size

    12.8%

    3Y returns

    Axis Liquid Retail fund (G)

    Axis Liquid Retail fund (G)

    Liquid

    Top Ranked

    ₹ 26,508 Cr

    Fund Size

    5.7%

    3Y returns

    Axis Liquid Fund (DP-M)

    Axis Liquid Fund (DP-M)

    Liquid

    Top Ranked

    ₹ 26,508 Cr

    Fund Size

    4.7%

    3Y returns

    Axis Liquid Retail fund (DP-M)

    Axis Liquid Retail fund (DP-M)

    Liquid

    Top Ranked

    ₹ 26,508 Cr

    Fund Size

    4.3%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 9 %
    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    About Axis Saver Fund (DP-A)

    About Axis Saver Fund (DP-A)

    Axis Saver Fund (DP-A) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.3% over a period of 10 years .The fund was previously known as Axis Income Saver Ann DP.The fund is managed by Axis Asset Management Company Limited.The fund managers are Ashish Naik, Devang Shah, Sachin Jain

    Axis Saver Fund (DP-A) Investment 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. However, there is no assurance that the objective of the scheme will be realized.

    Axis Saver Fund (DP-A) NAV,AUM,Risk

    The Axis Saver Fund (DP-A) fund was launched on Jul 16, 2010. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2020-11-27 is ₹ 11.7829. The total AUM (Asset Under Management) of the fund as of 2020-11-28 is ₹ 167.534. The category risk of the Axis Saver Fund (DP-A) fund is Moderately High risk. The fund charges 2.29 % as expense ratio.

    Axis Saver Fund (DP-A) Holdings

    The fund’s highest allocation is towards debt and has invested 72.1% in this asset class. The top three holdings of the fund are indian railway finance corporation limited,housing development finance corporation limited and the tata power company limited

    Axis Saver Fund (DP-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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 Saver Fund (DP-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR

    Axis Saver Fund (DP-A) Review

    Axis Saver Fund (DP-A) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Saver Fund (DP-A) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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