Axis Income Saver (Hybrid, Debt-oriented)

Moderately High
7 yrs 11 monthsStarted on:16 Jul 2010
₹ 390.26 Cras on: 22 May 2018
Medium Horizon
2.26%
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)
YTD0.36
3 Month1.42
1 YR7.23
2 YR7.72
3 YR6.54

SIP Returns

TenureReturns (CAGR)
1 YR4.01
2 YR6.21
3 YR6.64
5 YR8.03

Portfolio

Company Name% Assets
Shriram Industrial Holdings Ltd. 28/06/20198.71
Power Finance Corpn. Ltd. 27/04/2020 8.38%6.43
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%6.41
Mahindra & Mahindra Financial Services Ltd. 23/09/2019 7.95%6.37
Adani Transmission Ltd. 16/04/2019 9.25%5.14
Housing Development Finance Corpn. Ltd. 15/03/2019 8.39%3.85
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.85
National Highways Authority of India Ltd. 23/12/2021 7.17%3.72
LIC Housing Finance Ltd. 18/10/2019 8.35%3.59
Renew Power Ventures Pvt Ltd. 26/02/2021 9.60%2.81

Top Sectoral Holdings

Sector Name% Assets
Financial10.66
Automobile3.67
Chemicals3.37
Services2.74
Construction1.83
Textiles0.83
Technology0.78
Healthcare0.62
Engineering0.57
Energy0.01

Indicators

LabelValue
Standard Deviation3.36%
Sharpe Ratio0.85

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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