Formerly Axis Income Saver Gr
₹ 22.3416
NAV (Mar 02)
Not Recommended
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.
Track Record
11 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
219 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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Scheme Information
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
Moderately High Risk
2.28 %
Expense Ratio
Jul 16, 2010
Launched (11y ago)
₹ 219
AUM in Crores
INF846K01693
ISIN
No Lock-in
Lock-in
IISL Nifty 50 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
15.9%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.6%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.2%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Axis Saver Fund (G) is a conservative hybrid hybrid fund and has delivered an annualised return of 7.8% over a period of 11 years .The fund was previously known as Axis Income Saver Gr.The fund is managed by Axis Asset Management Company Limited.The fund managers are Ashish Naik, Devang Shah, Sachin Jain
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.
The Axis Saver Fund (G) fund was launched on Jul 16, 2010. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-02 is ₹ 22.3416. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 218.486. The category risk of the Axis Saver Fund (G) fund is Moderately High Risk. The fund charges 2.28 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 49.1% in this asset class. The top three holdings of the fund are 364 dtb 11022021,182 dtb 04022021 and l&t infrastructure finance company limited
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.
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 (G) has a score of 1 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 (G) 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.