• Mutual Funds
  • Axis Mutual Fund
  • Axis Saver Fund Pyt (PIDCW-A)

Formerly Axis Income Saver Ann DP

Axis Mutual Fund

Axis Saver Fund Pyt (PIDCW-A)

HybridConservative Hybrid

13.5014

NAV (Jun 21)

8.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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 ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.5014

NAV (Jun 21)

Fund Returns

Last 1Y
9.4%
Last 3Y
6.5%
Last 5Y
8.4%
Last 10Y
7.5%
Since Inception
7.6%
6 Month CAGR
5.3%

Scheme Information

Investment 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. It also aims to manage risk thorough active asset allocation.

Expense Ratio
2.18
Launched (14y ago)
Jul 16, 2010
AUM in Crores
333.465
ISIN
INF846K01743
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.6
Standard Deviation (5yr)
5.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.349
Sharpe Ratio (5yr)
0.341
YTM
0
Fund Managers

Devang Shah

Fund Manager

Jayesh Sundar

Fund Manager

Sachin Jain

Fund Manager

Ashish Naik

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Saver Fund Pyt (PIDCW-A)70%9,09,863 1,77,2518.9%
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.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

7.26% govt stock 2033

15.8%
15.8%

7.18% govt stock 2037

14.3%
14.3%

hdfc bank limited

7.5%
7.5%

8.34% govt stock 2033

6.1%
6.1%

7.25% govt stock 2063

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

9.2%
9.2%

technology

3.8%
3.8%

consumer cyclical

3%
3%

industrials

1.9%
1.9%

basic materials

1.8%
1.8%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 3,375 cr

₹ 3,214 cr

₹ 848 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 295,858 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5%

7.9%

5.8%

7%

6%

8%

5.8%

7%

-

5.3%

Axis Saver Fund Pyt (PIDCW-A) Review

Axis Saver Fund Pyt (PIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.8% over a period of 13 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, Jayesh Sundar, Sachin Jain.

Nav of Axis Saver Fund Pyt (PIDCW-A) as of 6/21/2024 is ₹13.50 with the total AUM as of 6/24/2024 is ₹333.465. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Saver Fund Pyt (PIDCW-A) was launched on Jul 16, 2010. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Saver Fund Pyt (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Axis Saver Fund Pyt (PIDCW-A)?

Axis Saver Fund Pyt (PIDCW-A) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Saver Fund Pyt (PIDCW-A)?

You can invest in Axis Saver Fund Pyt (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Saver Fund Pyt (PIDCW-A)?

The minimum sip amount for Axis Saver Fund Pyt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Saver Fund Pyt (PIDCW-A) good to invest in?

As per Scripbox experts, Axis Saver Fund Pyt (PIDCW-A) is a Neutral fund. You can investAxis Saver Fund Pyt (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Saver Fund Pyt (PIDCW-A)?

The expense ratio of the Axis Saver Fund Pyt (PIDCW-A) is 2.18% for regular plan.