- Mutual Funds
- Axis Mutual Fund
- Axis Saver Fund Pyt (PIDCW-A)
Formerly Axis Income Saver Ann DP
Axis Saver Fund Pyt (PIDCW-A)
₹ 13.0261
NAV (Sep 22)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.0261
NAV (Sep 22)
Fund Returns
Last 1Y | 5.9% |
Last 3Y | 9.4% |
Last 5Y | 6.6% |
Last 10Y | 7.2% |
Since Inception | 6.7% |
6 Month CAGR | 6.5% |
Scheme Information
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 | 2.17 |
Launched (13y ago) | Jul 16, 2010 |
AUM in Crores | 443.383 |
ISIN | INF846K01743 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5 |
Standard Deviation (5yr) | 6.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.868 |
Sharpe Ratio (5yr) | 0.165 |
YTM | 7.88 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Saver Fund Pyt (PIDCW-A) | 8,59,104 | 1,26,492 | 6.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
8.51% govt stock 2033
10.4%7.26% govt stock 2033
10.2%hdfc bank limited
5.6%7.26% govt stock 2032
5%power finance corporation ltd.
4.5%Allocation by Sector
financial services
8.3%technology
3.4%basic materials
3%consumer cyclical
2.8%consumer defensive
2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 1,335 cr | ||
₹ 978 cr | ||
₹ 2,901 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.6% | 7.9% | ||
4.7% | 7% | ||
5.9% | 8% | ||
4.8% | 7.5% | ||
6% | 7% |
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 6.7% 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, Sachin Jain.
Nav of Axis Saver Fund Pyt (PIDCW-A) as of 9/22/2023 is ₹13.03 with the total AUM as of 9/23/2023 is ₹443.383. 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 Moderately 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)?
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 2.17% for regular plan.