Axis Income Saver (Hybrid, Hybrid Conservative Hybri)

Moderately High
8 yrs 1 monthsStarted on:16 Jul 2010
₹ 349.2 Cras on: 17 Jul 2018
Medium Horizon
2.27%
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)
YTD2.34
1 Month0.98
3 Month0.98
1 YR6.36
2 YR7.14
3 YR6.51

SIP Returns

TenureReturns (CAGR)
1 YR5.94
2 YR7.11
3 YR7.3
5 YR8.25

Portfolio

Company Name% Assets
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%7.14
Power Finance Corpn. Ltd. 27/04/2020 8.38%7.13
Mahindra & Mahindra Financial Services Ltd. 23/09/2019 7.95%7.09
Adani Transmission Ltd. 16/04/2019 9.25%5.73
Indiabulls Housing Finance Ltd. 365-D 15/02/20195.44
Housing Development Finance Corpn. Ltd. 15/03/2019 8.39%4.3
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%4.29
National Highways Authority of India Ltd. 23/12/2021 7.17%4.12
LIC Housing Finance Ltd. 18/10/2019 8.35%3.99
Renew Power Ventures Pvt Ltd. 26/02/2021 9.60%3.13

Top Sectoral Holdings

Sector Name% Assets
Financial9.38
Chemicals3.78
Automobile3.66
Services2.87
Construction1.86
Technology0.93
Textiles0.8
Engineering0.54
Healthcare0.24

Indicators

LabelValue
Standard Deviation3.36%
Sharpe Ratio0.03

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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