Axisular Saver (Hybrid, Hybrid Conservative Hybri)

Moderately High
8 yrs 6 monthsStarted on:16 Jul 2010
₹ 295.94 Cras on: 18 Dec 2018
Medium Horizon
2.49%
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)
YTD2.81
1 Month1.51
3 Month0.25
1 YR3.28
2 YR7.30
3 YR6.48

SIP Returns

TenureReturns (CAGR)
1 YR3.15
2 YR5.01
3 YR5.79
5 YR6.79

Portfolio

Company Name% Assets
Mahindra & Mahindra Financial Services Ltd. 23/09/2019 7.95%8.36
Power Finance Corpn. Ltd. 27/04/2020 8.38%7.58
Adani Transmission Ltd. 16/04/2019 9.25%6.75
Indiabulls Housing Finance Ltd. 365-D 15/02/20196.64
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%6.07
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%5
Housing Development Finance Corpn. Ltd. 15/03/2019 8.39%4.06
Renew Power Pvt. Ltd. 26/02/2021 9.60%3.7
National Bank For Agriculture & Rural Development 22/06/2020 8.37%3.38
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%3.32

Top Sectoral Holdings

Sector Name% Assets
Financial8.89
Automobile3.6
Services2.46
Construction1.98
Chemicals1.95
Technology1
Textiles0.64
FMCG0.51
Engineering0.49

Indicators

LabelValue
Standard Deviation4.09%

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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