• right-arrow
  • Mutual Funds
    right-arrow
  • Axis Mutual Fund
    right-arrow
  • Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Axis Income Saver Ann DR

Axis Mutual Fund

Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

HybridConservative Hybrid

13.2489

NAV (Oct 21)

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 ->

Track Record

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

Relative Size

348 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical NAV

13.2489

NAV (Oct 21)

Fund Returns

Last 1Y
16.6%
Last 3Y
8.4%
Last 5Y
5.8%
Last 10Y
7.4%
Since Inception
6.9%
6 Month CAGR
9.2%
info-icon-blue

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

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

Expense Ratio
2.22
Launched (11y ago)
Jul 16, 2010
AUM in Crores
347.253
ISIN
INF846K01750
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Ashish Naik

Fund Manager

user-avatar

Devang Shah

Fund Manager

user-avatar

Sachin Jain

Fund Manager

calculator

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.

build-long-item-wealth-img

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
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,506 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.

amc-img

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

    Axis Liquid Fund (G)

    recommended-badge

    5%

    7.2%

    recommended-badge

    24.3%

    14.2%

    recommended-badge

    29.3%

    20.1%

    top-ranked-badge

    4.5%

    6.8%

    top-ranked-badge

    4.1%

    5.5%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap 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

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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

    About Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    About Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

    Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.9% over a period of 11 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

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

    The Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund was launched on Jul 16, 2010. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-10-21 is ₹13.25. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹347.253. The category risk of the Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) fund is Moderately High risk. The fund charges 2.22 % as expense ratio.

    Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Debt and has invested 57.3% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , idfc first bank limited , net receivables / (payables) , 8.83% govt stock 2023 , rural electrification corporation limited , 7.16% govt stock 2023 , l&t infrastructure finance company limited , india grid trust , 5.22% goi 2025 , food corporation of india , small industries development bank of india , national bank for agriculture and rural development , 8.29% andhra pradesh sdl 2026 , infosys ltd , 8.76% madhya pradesh sdl 2026 , hdfc bank ltd , icici bank ltd , tata consultancy services ltd , housing development finance corporation limited , power finance corporation limited , lic housing finance limited , govt stock , g r infraprojects limited , mahindra rural housing finance limited , small industries development bank of india , avenue supermarts ltd , bank of baroda , lic housing finance limited , rural electrification corporation limited , bajaj finance ltd , 6.10% govt stock 2031 , housing development finance corporation limited , jamnagar utilities & power private limited , indostar capital finance limited , cholamandalam investment and fin. co. ltd , indian bank , reliance industries ltd , 8.3% govt stock 2024 , kotak mahindra bank ltd , housing development finance corp ltd , vivriti capital private limited , pi industries ltd , mtar technologies ltd , bajaj finserv ltd , privi speciality chemicals ltd , divi's laboratories ltd , muthoot finance limited , motherson sumi systems ltd , shree cement ltd , clean science and technology ltd , aditya birla fashion and retail ltd , gland pharma ltd , mphasis ltd , maruti suzuki india ltd , sun pharmaceuticals industries ltd , brigade enterprises ltd , mahindra & mahindra ltd , larsen & toubro ltd , aditya birla sun life amc ltd , sansera engineering ltd , cholamandalam investment and finance co ltd , nestle india ltd , indiamart intermesh ltd , minda industries ltd , city union bank ltd , zomato ltd , sumitomo chemical india ltd ordinary shares , ultratech cement ltd , vijaya diagnostic centre ltd , tata steel ltd , cartrade tech ltd , tata motors ltd , sbi life insurance company limited , krishna institute of medical sciences ltd , 6.19% govt stock 2034 , reliance industries limited - partly paid shares

    Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.