Axis Regular Saver Fund - Regular Plan - Quarterly IDCW

2
Conservative NAV 11.2091 0 05 December, 2023

Fund Details

Category Conservative
Fund Type
Investment Plan Dividend
Launch Date 16 July, 2010
Benchmark NIFTY 50 Hybrid Composite Debt 15:85
Asset Size(Cr) 434.14430000000004
ISIN No. INF846K01701
Turn over 0.0%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 month.
Expense Ratio 2.17
Fund Manager Devang Shah, Ashish Naik, Sachin Jain, Jayesh Sundar
Fund House Axis Mutual Fund

Investment Returns (As on 05 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.3% 0.5% 0.55%
1 M -2.78% 2.56% 1.65%
3 M -1.93% 3.36% 1.97%
6 M -0.03% 6.35% 2.89%
1 Y -3.07% 7.87% 5.59%
2 Y 5.06% 4.87% 7.5%
3 Y -0.39% 4.97% 10.34%
5 Y 1.03% 7.61% 6.5%

Risk Mesasures (As on 05 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 3.77 0.8 -7.89 1.22
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 1.99%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Regular Saver Fund - Regular Plan - Quarterly IDCW -3.07% -0.39% 1.03%
Nippon India Hybrid Bond Fund-Growth Plan 9.1% 8.66% 3.62%
DSP Regular Savings Fund- Regular Plan - Growth 9.36% 7.88% 7.12%
Axis Regular Saver Fund - Regular Plan - Growth Option 6% 7.34% 6.95%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 43.8% 7.17% 7.17%

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