Axisular Saver Fund (Hybrid, Hybrid Conservative Hybri)

Moderately High
9 yrs 7 monthsStarted on:16 Jul 2010
₹ 199.28 Cras on: 21 Jan 2020
Medium Horizon
2.24%
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)
YTD0.60
1 Month0.50
3 Month1.99
1 YR2.73
2 YR2.57
3 YR5.60

SIP Returns

TenureReturns (CAGR)
1 YR4.06
2 YR3.11
3 YR3.68
5 YR4.74

Portfolio

Company Name% Assets
Rajasthan State 31/03/2023 8.21%7.81
REC Ltd. 13/03/2022 8.35%5.13
Housing Development Finance Corpn. Ltd. 20/06/2022 8.05%5.11
Power Finance Corpn. Ltd. 27/04/2020 8.38%5.05
Nirma Ltd. 28/02/2020 7.90%5.02
Tata Power Co. Ltd. 16/11/2021 7.99%5.01
Muthoot Finance Ltd. 19/06/2021 8.75%4.95
LIC Housing Finance Ltd. 23/08/2021 7.24%4.01
National Thermal Power Corp. Ltd. 91-D 17/03/20203.97
GOI 17/06/2033 7.57%2.64

Top Sectoral Holdings

Sector Name% Assets
Financial9.17
Chemicals2.24
Technology1.73
Automobile1.66
Energy1.37
Services1.18
Construction1.09
Healthcare0.8
FMCG0.45
Cons Durable0.42

Indicators

LabelValue
Standard Deviation4.92%
Beta1.11%

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 ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and 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.