Axis Regular Savings Fund (Debt, Mip)

Moderate
6 yrs 2 monthsStarted on:28 Mar 2012
₹ 1420.47 Cras on: 25 May 2018
Mid Term & Long Horizon
1.00%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.56
3 Month0.96
1 YR5.88
2 YR8.26
3 YR8.11

SIP Returns

TenureReturns (CAGR)
1 YR4.18
2 YR6.2
3 YR7.43
5 YR8.49

Portfolio

Company Name% Assets
TI Financial Holdings Ltd. 20/02/2020 7.55%2.77
Dewan Housing Finance Corpn. Ltd. 16/08/2019 9.10%2.12
NUVOCO Vistas Corp Ltd. 14/09/2021 8.66%2.11
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%2.11
Tata Power Co. Ltd. 16/11/2020 7.99%2.07
Suhani Trading And Investment Consultants Pvt. Ltd. 28/01/2021 10.25%1.96
SREI Equipment Finance Pvt. Ltd. 16/02/20221.76
Shriram Transport Finance Co. Ltd. 22/02/20201.75
Muthoot Finance Ltd. 19/06/2021 8.75%1.75
Indostar Capital Finance Pvt Ltd. 26/02/2020 9.25%1.75

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.71%
Beta0.68%
Sharpe Ratio0.53

Devang Shah

Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

Other Funds Managed by Devang Shah

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