Axisular Saver Fund (Hybrid, Hybrid Conservative Hybri)

Moderately High
9 yrs 9 monthsStarted on:16 Jul 2010
₹ 187.93 Cras on: 30 Mar 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)
2 YR0.45
3 YR2.77

SIP Returns

TenureReturns (CAGR)
5 YR2.38

Portfolio

Company Name% Assets
Rajasthan State 31/03/2023 8.21%8.41
GOI 08/04/2026 7.27%8.39
REC Ltd. 13/03/2022 8.35%5.49
Housing Development Finance Corpn. Ltd. 20/06/2022 8.05%5.45
Tata Power Co. Ltd. 16/11/2021 7.99%5.37
Muthoot Finance Ltd. 19/06/2021 8.75%5.33
L&T Infrastructure Finance Co. Ltd. 17/02/2022 8.10%5.29
LIC Housing Finance Ltd. 23/08/2021 7.24%4.28
GOI 17/06/2033 7.57%2.86
REC Ltd. 19/11/2022 9.02%2.8

Top Sectoral Holdings

Sector Name% Assets
Financial7.7
Chemicals2.25
Services1.79
Automobile1.63
Technology1.43
Energy1.03
Construction1.02
Healthcare0.76
Cons Durable0.41
FMCG0.41

Indicators

LabelValue
Standard Deviation4.89%
Beta1.02%

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.