Axis Regular Saver Fund- Direct Plan - Growth Option

Category: Hybrid: Conservative
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 0.78% As on (30-06-2022)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 448.27 Cr As on (31-07-2022)
Turn over:

NAV as on 08-08-2022

27.3739

0.04 (0.164%)

CAGR Since Inception

9.18%

S&P BSE India 10 Year Sovereign Bond 6.11%

PERFORMANCE of Axis Regular Saver Fund- Direct Plan - Growth Option

Scheme Performance (%) Data as on - 08-08-2022

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Axis Regular Saver Fund- Direct Plan - Growth Option	4.26	10.58	7.49	-	9.18
S&P BSE India 10 Year Sovereign Bond	2.72	4.31	5.02	6.7	6.11
Hybrid: Conservative	6.46	8.58	6.0	8.44	7.8

Yearly Performance (%)

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Fund Managers

Devang Shah,Ashish Naik,Sachin Jain

Investment Objective

The fund seeks to generate regular income through investments in debt and money market securities.

RETURNS CALCULATOR for Axis Regular Saver Fund- Direct Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Axis Regular Saver Fund- Direct Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Axis Regular Saver Fund- Direct Plan - Growth Option	3.68	0.98	2.87	0.71	7.31	4.56
Hybrid: Conservative	-	-	-	-	-	-

PEER COMPARISION of Axis Regular Saver Fund- Direct Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 08-08-2022

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Axis Regular Saver Fund- Direct Plan - Growth Option	01-01-2013	4.26	10.2	10.58	7.49	0.0
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth	18-03-2009	21.94	16.88	14.57	6.69	8.5
BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth	18-03-2009	21.87	16.7	14.33	6.43	8.32
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth	05-05-2021	8.38	0.0	0.0	0.0	0.0
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth	01-03-2010	8.36	9.5	8.05	5.03	7.87
SBI Conservative Hybrid Fund - Regular Plan - Growth	25-03-2001	7.05	12.99	11.13	7.42	9.47
UTI - Regular Savings Fund - Regular Plan - Growth Option	16-12-2003	6.83	12.21	8.69	6.44	9.12
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan	22-05-2004	6.57	14.2	9.55	5.93	10.36
ICICI Prudential Regular Savings Fund - Plan - Growth	10-03-2004	6.45	9.81	9.39	7.89	10.24
Nippon India Hybrid Bond Fund-Growth Plan	29-12-2003	5.99	9.04	1.62	2.08	6.55

PORTFOLIO ANALYSIS of Axis Regular Saver Fund- Direct Plan - Growth Option

Asset Allocation (%)