Axis Regular Savings Fund (Debt, Debt Medium Duration)

Moderate
6 yrs 4 monthsStarted on:28 Mar 2012
₹ 1470.04 Cras on: 13 Jul 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)
YTD2.83
1 Month1.03
3 Month0.69
1 YR5.53
2 YR8.13
3 YR8.66

SIP Returns

TenureReturns (CAGR)
1 YR5.12
2 YR6.28
3 YR7.52
5 YR8.57

Portfolio

Company Name% Assets
Edelweiss Commodities Services Ltd. 30/04/2019 8.10%3.24
Reliance Industries Ltd. 365-D 01/03/20193.23
Power Finance Corpn. Ltd. 20/01/2020 7.53%3.02
Dewan Housing Finance Corpn. Ltd. 16/08/2019 9.10%2.79
TI Financial Holdings Ltd. 20/02/2020 7.55%2.66
GOI 19/12/2022 6.84%2.28
Zenith Trust Co. Ltd. 13/07/20202.04
Renew Power Ventures Pvt Ltd. 26/02/2021 9.60%2.03
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%2.02
Suhani Trading And Investment Consultants Pvt. Ltd. 28/01/2021 10.25%1.89

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.6%
Beta0.66%
Sharpe Ratio0.69

Devang Shah,Dhaval Patel

Mr. Shah is B.Com and ACA.Mr. Patel has done IBS from Hyderabad
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 has worked with Credit Analysis & Research Ltd.
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