Axis Income Saver (Hybrid, Hybrid Conservative Hybri)

Moderately High
8 yrs 4 monthsStarted on:16 Jul 2010
₹ 307.43 Cras on: 17 Oct 2018
Medium Horizon
2.65%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks to generate regular income through investments in debt and money market securities.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.22
1 YR1.67
2 YR4.92
3 YR5.63

SIP Returns

TenureReturns (CAGR)
2 YR3.36
3 YR4.73
5 YR6.37

Portfolio

Company Name% Assets
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%8.08
Mahindra & Mahindra Financial Services Ltd. 23/09/2019 7.95%8.03
Power Finance Corpn. Ltd. 27/04/2020 8.38%7.75
Adani Transmission Ltd. 16/04/2019 9.25%6.49
Indiabulls Housing Finance Ltd. 365-D 15/02/20196.3
Housing Development Finance Corpn. Ltd. 15/03/2019 8.39%4.87
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%4.81
National Highways Authority of India Ltd. 23/12/2021 7.17%4.67
Renew Power Pvt. Ltd. 26/02/2021 9.60%3.55
National Bank For Agriculture & Rural Development 22/06/2020 8.37%3.23

Top Sectoral Holdings

Sector Name% Assets
Financial8.5
Automobile4.22
Chemicals2.78
Services2.68
Construction1.85
Technology1.77
Textiles0.83
FMCG0.75
Cons Durable0.08

Indicators

LabelValue
Standard Deviation3.91%

Devang Shah,Ashish Naik

Mr. Shah is B.Com and ACA.Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
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