Axisular Saver (Hybrid, Hybrid Conservative Hybri)

Moderately High
8 yrs 8 monthsStarted on:16 Jul 2010
₹ 283.77 Cras on: 22 Feb 2019
Medium Horizon
2.44%
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)
1 Month0.01
3 Month1.70
1 YR4.11
2 YR6.33
3 YR6.90

SIP Returns

TenureReturns (CAGR)
1 YR2.53
2 YR3.99
3 YR5.16
5 YR6.21

Portfolio

Company Name% Assets
Mahindra & Mahindra Financial Services Ltd. 23/09/2019 7.95%8.77
Power Finance Corpn. Ltd. 27/04/2020 8.38%7.92
Adani Transmission Ltd. 16/04/2019 9.25%7.05
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%6.35
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%5.2
Renew Power Pvt. Ltd. 26/02/2021 9.60%3.88
Housing Development Finance Corpn. Ltd. 15/03/2019 8.39%3.53
National Bank For Agriculture & Rural Development 22/06/2020 8.37%3.53
Indusind Bank Ltd. 26/02/20193.51
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%3.49

Top Sectoral Holdings

Sector Name% Assets
Financial8.65
Automobile2.49
Technology1.91
Services1.89
Chemicals1.87
FMCG0.79
Cons Durable0.57
Construction0.56
Engineering0.45
Textiles0.34

Indicators

LabelValue
Standard Deviation4.05%
Sharpe Ratio0.04

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.