- Mutual Funds
- Axis Mutual Fund
- Axis Regular Saver Fund (G)
Axis Regular Saver Fund (G)
₹ 28.9292
NAV (Sep 13)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.9292
NAV (Sep 13)
Fund Returns
Last 1Y | 11.2% |
Last 3Y | 6.2% |
Last 5Y | 9% |
Last 10Y | 7.2% |
Since Inception | 7.8% |
6 Month CAGR | 7.9% |
Scheme Information
The fund seeks to generate regular income through investments in debt and money market securities.
Expense Ratio | 2.18 |
Launched (0y ago) | 2.18 |
AUM in Crores | 306.8 |
ISIN | INF846K01693 |
Lock-in | |
Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 4 |
Beta | 0.7 |
Sharpe Ratio | 0.2 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Regular Saver Fund (G) | 9,12,708 | 1,80,096 | 9% | |
| 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
GOI
15.5%HDFC Bank Ltd.
8.1%GOI
7.6%GOI
6.7%GOI
5%Allocation by Sector
Financial
8.63%Technology
4.64%Automobile
3.46%Chemicals
1.99%Energy
1.72%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,347 cr | ||
₹ 48,201 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr | ||
₹ 5,088 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.038% | 7.007% | ||
- | 5.633% | ||
5.672% | 4.888% | ||
6.172% | 8.012% | ||
5.958% | 7.069% |
Axis Regular Saver Fund (G) Review
Axis Regular Saver Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 7.783% over a period of 14 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Axis Regular Saver Fund (G) as of 9/13/2024 is ₹28.93 with the total AUM as of 9/15/2024 is ₹306.816898. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Regular Saver Fund (G) was launched on 2010-07-16. The category risk of the fund is High.
The minimum SIP amount for Axis Regular 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 Regular Saver Fund (G)?
How to invest in Axis Regular Saver Fund (G)?
You can invest in Axis Regular 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 Regular Saver Fund (G)?
The minimum sip amount for Axis Regular Saver Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Regular Saver Fund (G) good to invest in?
As per Scripbox experts, Axis Regular Saver Fund (G) is a 2 fund. You can investAxis Regular 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 Regular Saver Fund (G)?
The expense ratio of the Axis Regular Saver Fund (G) is 2.18% for regular plan.