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Axis Regular Saver Fund Growth

Balanced Debt | Conservative Allocation

Nav : 19.049 ( -0.07%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

4

Annualized Returns

9.04%

Investment Horizon

1-3 Yr

Doubled Money

8yrs 1m

Returns since July 16th, 2010

7.87%

One Time

Monthly

Min Investment ₹1000


Balanced Debt | Conservative Allocation

Nav : 19.049 ( -0.07%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

One Time

Monthly

Min Investment ₹1000


Rank (of 245)

4

Annualized Returns

9.04%

Investment Horizon

1-3 Yr

Doubled Money

8yrs 1m

Returns since July 16th, 2010

7.87%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To generate regular income through investments in debt & money market instruments,along with capital appreciation through limited exposure to equity and equity related instruments.

Basic Details
Fund House
Axis
Launch Date
July 16th, 2010
Expense Ratio
2.77%
Fund Category Risk
Moderate
Std Dev (1Yr)
4.87
Std Dev (3Yr)
4.091
Std Dev (5Yr)
4.186
Asset Size
292Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.87 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
8.74 %
Modified Duration
0.9
Contact Details
Phone No.
+91 22 43255161