Axisular Saver Fund (Hybrid, Hybrid Conservative Hybri)

Moderately High
9 yrs 2 monthsStarted on:16 Jul 2010
₹ 231.15 Cras on: 19 Aug 2019
Medium Horizon
2.34%
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 Month0.06
2 YR2.10
3 YR3.74

SIP Returns

TenureReturns (CAGR)
3 YR1.72
5 YR3.76

Portfolio

Company Name% Assets
HDB Financial Services Ltd. 27/09/2019 7.90%8.67
National Bank For Agriculture & Rural Development 18/02/20206.27
Power Finance Corpn. Ltd. 27/04/2020 8.38%5.44
Oriental Bank of Commerce 31/10/20195.33
Renew Power Pvt. Ltd. 26/02/2021 9.60%4.76
National Highways Authority of India Ltd. 23/12/2021 7.17%4.35
REC Ltd. 21/09/2020 7.13%4.31
Oil & Natural Gas Corpn. Ltd. 62-D 26/08/20194.31
Nirma Ltd. 28/02/2020 7.90%4.3
Tata Power Co. Ltd. 16/11/2021 7.99%4.26

Top Sectoral Holdings

Sector Name% Assets
Financial9.21
Chemicals2.06
Services2.06
Technology1.86
Automobile1.43
Construction1.01
Cons Durable0.5
Engineering0.44
FMCG0.41
Energy0.35

Indicators

LabelValue
Standard Deviation5.03%
Beta1.12%

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.