Axisular Saver Fund (Hybrid, Hybrid Conservative Hybri)

Moderately High
9 yrs 5 monthsStarted on:16 Jul 2010
₹ 215.47 Cras on: 09 Dec 2019
Medium Horizon
2.29%
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)
YTD1.41
1 Month0.13
3 Month3.23
1 YR2.48
2 YR2.80
3 YR5.29

SIP Returns

TenureReturns (CAGR)
1 YR2.33
2 YR2.29
3 YR3.33
5 YR4.54

Portfolio

Company Name% Assets
National Bank For Agriculture & Rural Development 19/09/2022 6.98%7.03
Power Finance Corpn. Ltd. 27/04/2020 8.38%5.86
Housing Development Finance Corpn. Ltd. 20/06/2022 8.05%4.74
REC Ltd. 21/09/2020 7.13%4.67
LIC Housing Finance Ltd. 23/08/2021 7.24%4.66
Nirma Ltd. 28/02/2020 7.90%4.64
Indusind Bank Ltd. 11/11/20194.63
Kotak Mahindra Bank Ltd. 15/11/20194.63
Reserve Bank of India 364-D 26/12/20194.61
Tata Power Co. Ltd. 16/11/2021 7.99%4.57

Top Sectoral Holdings

Sector Name% Assets
Financial8.65
Chemicals2.17
Services1.66
Technology1.65
Automobile1.51
Construction1.11
Healthcare0.73
Cons Durable0.58
FMCG0.49
Energy0.41

Indicators

LabelValue
Standard Deviation4.97%
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 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.