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

Formerly Axis Income Saver Qtly DR

Axis Mutual Fund

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

HybridConservative Hybrid

12.3638

NAV (Nov 29)

7.2%
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

356 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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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.3638

NAV (Nov 29)

Fund Returns

Last 1Y

14.6%

Last 3Y

9.3%

Last 5Y

7.2%

Last 10Y

7.7%

Since Inception

6.9%

6 Month CAGR

8.8%

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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

Moderately High risk

Expense Ratio

2.22

Launched (11y ago)

Jul 16, 2010

AUM in Crores

355.370

ISIN

INF846K01719

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Ashish Naik

Fund Manager

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Devang Shah

Fund Manager

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Sachin Jain

Fund Manager

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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.

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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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 106 cr

5

₹ 1,979 cr

5

₹ 471 cr

5

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About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,984 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.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Axis Liquid Fund (G)

    Axis Liquid Fund (G)

    4.8%

    7.2%

    20.4%

    13.6%

    26.7%

    19.6%

    4.3%

    6.8%

    3.6%

    5.2%

    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

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

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

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

    The Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) fund was launched on Jul 16, 2010. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-11-29 is ₹12.36. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹355.37. The category risk of the Axis Saver Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-Q) fund is Moderately High risk. The fund charges 2.22 % as expense ratio.

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

    The fund’s highest allocation is towards Debt and has invested 64.3% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd , idfc first bank limited , 8.83% govt stock 2023 , 7.16% govt stock 2023 , rural electrification corporation limited , 5.22% goi 2025 , food corporation of india , national bank for agriculture and rural development , bharti telecom limited , 5.63% govt stock 2026 , india grid trust , l&t infrastructure finance company limited , small industries development bank of india , 6.10% govt stock 2031 , 8.29% andhra pradesh sdl 2026 , infosys ltd , icici bank ltd , lic housing finance limited , rural electrification corporation limited , power finance corporation limited , bank of baroda , 8.76% madhya pradesh sdl 2026 , tata consultancy services ltd , avenue supermarts ltd , embassy office parks reit , housing development finance corporation limited , lic housing finance limited , govt stock , indian bank , jamnagar utilities & power private limited , indostar capital finance limited , small industries development bank of india , cholamandalam investment and fin. co. ltd , mahindra rural housing finance limited , hdfc bank ltd , bajaj finance ltd , g r infraprojects limited , kotak mahindra bank ltd , housing development finance corporation limited , housing development finance corp ltd , 8.3% govt stock 2024 , reliance industries ltd , vivriti capital private limited , fsn e-commerce ventures ltd , s.j.s. enterprises limited , pi industries ltd , mtar technologies ltd , muthoot finance limited , motherson sumi systems ltd , shree cement ltd , bajaj finserv ltd , cholamandalam investment and finance co ltd , divi's laboratories ltd , mahindra & mahindra ltd , sun pharmaceuticals industries ltd , maruti suzuki india ltd , gland pharma ltd , privi speciality chemicals ltd , minda industries ltd , brigade enterprises ltd , larsen & toubro ltd , clean science and technology ltd , net receivables / (payables) , nestle india ltd , sansera engineering ltd , ultratech cement ltd , neogen chemicals ltd , zomato ltd , sumitomo chemical india ltd ordinary shares , tvs motor co ltd , minda corp ltd , tata motors ltd , sbi life insurance company limited , tata steel ltd , city union bank ltd , cartrade tech ltd , latent view analytics limited , reliance industries ltd ordinary shares (partly paid rs.5) , 6.19% govt stock 2034

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

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