• Mutual Funds
  • Axis Mutual Fund
  • Axis Saver Fund (RIDCW-A)

Formerly Axis Income Saver Ann DR

Axis Mutual Fund

Axis Saver Fund (RIDCW-A)

HybridConservative Hybrid

12.6905

NAV (Aug 05)

5.8%
5 Year CAGR
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 ->

Fund Size

₹ 440 Cr

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

Rolling Returns

View all 8 analysis

View Less

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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

12.6905

NAV (Aug 5)

Fund Returns

Last 1Y

6.6%

Last 3Y

10.3%

Last 5Y

5.8%

Last 10Y

7.3%

Since Inception

6.7%

6 Month CAGR

3.3%

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

2.28

Launched (12y ago)

Jul 16, 2010

AUM in Crores

440.315

ISIN

INF846K01750

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Devang Shah

Fund Manager

Sachin Jain

Fund Manager

Ashish Naik

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

6.54% govt stock 2032

9.6%
9.6%

5.53% govt stock 2033

8.9%
8.9%

small industries development bank of india

5.5%
5.5%

clearing corporation of india ltd

5.2%
5.2%

vedanta limited

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

8.2%
8.2%

technology

3.2%
3.2%

basic materials

3.1%
3.1%

consumer cyclical

2.5%
2.5%

consumer defensive

2.4%
2.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 237,241 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.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    7%

    6.2%

    7.6%

    12.8%

    4.3%

    15%

    12.4%

    30.5%

    23.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Axis Saver Fund (RIDCW-A) Review

    Axis Saver Fund (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.7% over a period of 12 years. The fund was previously known as Axis Income Saver Ann DR. 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 (RIDCW-A) as of 8/5/2022 is ₹12.69 with the total AUM as of 8/6/2022 is ₹440.315. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Saver Fund (RIDCW-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 (RIDCW-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 (RIDCW-A)?

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

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

    You can invest in Axis Saver Fund (RIDCW-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 (RIDCW-A)?

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

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

    As per Scripbox experts, Axis Saver Fund (RIDCW-A) is a Neutral fund. You can investAxis Saver Fund (RIDCW-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 (RIDCW-A)?

    The expense ratio of the Axis Saver Fund (RIDCW-A) is 2.28% for regular plan.