- Mutual Funds
- Axis Mutual Fund
- Axis Saver Fund (Growth)
Formerly Axis Income Saver Gr
Axis Saver Fund (Growth)
₹ 23.3322
NAV (Jun 23)
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
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
440 Cr. Medium within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.3322
NAV (Jun 23)
Fund Returns
Last 1Y | 0.7% |
Last 3Y | 7.7% |
Last 5Y | 5.7% |
Last 10Y | 7.9% |
Since Inception | 7.3% |
6 Month CAGR | -4.4% |
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 (12y ago) | Jul 16, 2010 |
AUM in Crores | 439.684 |
ISIN | INF846K01693 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
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.
Asset allocation and Holdings
Top Stock Holdings
clearing corporation of india ltd
11.9%5.53 9/22/2033 12:00:00 am
9.2%small industries development bank of india
5.6%tata capital housing finance limited
4.2%5.63 4/12/2026 12:00:00 am
3.3%Allocation by Sector
financial services
7.8%basic materials
3.3%technology
3%consumer defensive
2.2%consumer cyclical
1.6%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 240,663 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.2% | 7% | ||
13.4% | 4.2% | ||
6.4% | 7.6% | ||
5.6% | 7.5% | ||
9% | 11.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsAxis Saver Fund (G) Review
Axis Saver Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.3% 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.
Nav of Axis Saver Fund (G) as of 6/23/2022 is ₹23.33 with the total AUM as of 6/24/2022 is ₹439.684. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Saver Fund (G) was launched on Jul 16, 2010. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Axis Saver Fund (G) 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 (G)?
How to invest in Axis Saver Fund (G)?
You can invest in Axis Saver Fund (G) 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 (G)?
The minimum sip amount for Axis Saver Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Saver Fund (G) good to invest in?
As per Scripbox experts, Axis Saver Fund (G) is a Neutral fund. You can investAxis Saver Fund (G) 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 (G)?
The expense ratio of the Axis Saver Fund (G) is 2.17% for regular plan.