Axis Regular Saver-IDCWH

Fund Category: Conservative Hybrid

Fund Category Conservative Hybrid

Moderately High Hybrid IDCW Half Yearly

3 Morning Star

3 Value Research

NAV( 3 Oct 2023)

₹ 11.95
0.15%

Axis Regular Saver-IDCWH

Invest now
Performance

7.86%3y Returns

0.0% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    2.17%
  • Exit load

    1% For units in excess of 10% of the investment,1% will be charged for redemption within 1 month.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 441 Cr
  • Plan

    REGULAR
  • Launch date

    24 May 2010
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 50 Hybrid Composite Debt 15:85 Index
  • ISIN

    INF846K01727
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Minda Industries Ltd. 0.3%
Maruti Suzuki India Ltd. 0.41%
Mahindra & Mahindra Ltd. 0.36%
Motherson Sumi Systems Ltd. 0.48%
Minda Corporation Ltd. 0.05%
Tata Motors Ltd. 0.18%
CarTrade Tech Ltd. 0.15%
Sansera Engineering Ltd. 0.26%
Privi Speciality Chemicals Ltd. 0.43%
Clean Science And Technology Ltd. 0.38%
PI Industries Ltd. 0.62%
Sumitomo Chemical India Ltd. 0.22%
Bharti Telecom Ltd. 2.88%
Embassy Office Parks REIT 1.44%
G R Infraprojects Ltd. 1.46%
Larsen & Toubro Ltd. 0.38%
Brigade Enterprises Ltd. 0.4%
Ultratech Cement Ltd. 0.45%
Shree Cement Ltd. 0.48%
Reliance Industries Ltd. 1.2%
Reliance Industries Ltd - Partly Paid Equity 0.07%
India Grid Trust 2.87%
Jamnagar Utilities and Power Pvt. Ltd. 1.43%
REC Ltd. 2.97%
Muthoot Finance Ltd. 0.53%
National Bank For Agriculture & Rural Development 2.89%
L&T Infrastructure Finance Co. Ltd. 2.91%
IDFC First Bank Ltd. 4.21%
REC Ltd. 1.5%
Indian Bank 1.45%
Bank Of Baroda 1.53%
Aditya Birla Sun Life AMC Ltd. 0.26%
HDFC Bank Ltd. 1.5%
Housing Development Finance Corpn. Ltd. 1.22%
Bajaj Finance Ltd. 1.42%
Bajaj Finserv Ltd. 0.53%
ICICI Bank Ltd. 1.8%
Cholamandalam Investment & Finance Company Ltd. 0.35%
City Union Bank Ltd. 0.15%
Kotak Mahindra Bank Ltd. 1.34%
Housing Development Finance Corpn. Ltd.-Warrant 1.43%
Small Industries Devp. Bank of India Ltd. 1.44%
Small Industries Devp. Bank of India Ltd. 2.86%
Mahindra Rural Housing Finance Ltd. 1.45%
Housing Development Finance Corpn. Ltd. 1.47%
Cholamandalam Investment & Finance Company Ltd. 1.45%
Power Finance Corporation Ltd. 1.49%
Indostar Capital Finance Ltd. 1.44%
LIC Housing Finance Ltd. 1.5%
Vivriti Capital Pvt. Ltd. 1.15%
LIC Housing Finance Ltd. 1.47%
Nestle India Ltd. 0.31%
Food Corporation of India 2.89%
Gland Pharma Ltd. 0.43%
Sun Pharmaceutical Industries Ltd. 0.38%
Divi's Laboratories Ltd. 0.46%
Vijaya Diagnostic Centre Ltd. 0.21%
SBI Life Insurance Company Ltd. 0.18%
Tata Steel Ltd. 0.19%
Madhya Pradesh State 1.58%
Andhra Pradesh State 2.8%
Avenue Supermarts Ltd. 1.3%
MTAR Technologies Ltd. 0.54%
Zomato Ltd. 0.19%
FSN E-Commerce Ventures Ltd. 0.32%
Indiamart Intermesh Ltd. 0.24%
Aditya Birla Fashion and Retail Ltd. 0.36%
GOI 0.05%
GOI 2.86%
GOI 1.29%
GOI 1.46%
GOI 2.99%
GOI 3.11%
Infosys Ltd. 1.77%
Mphasis Ltd. 0.42%
Tata Consultancy Services Ltd. 1.47%
Sectors
Company Allocation %
Others 4.38%
Automobile 2.19%
Construction 4.61%
Consumer Staples 3.20%
Financial 43.71%
Capital Goods 4.30%
Chemicals 1.65%
Services 2.95%
Sovereign 11.76%
Energy 1.27%
Technology 3.66%
Insurance 0.18%
Metals & Mining 0.19%
Healthcare 1.48%
Communication 2.88%
Risk Associated
Moderately High
  • Investors be aware that principal under this fund will be at Moderately High risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

  • Funds Offered

    17
  • AUM

    ₹ 61,508 Cr
  • Highest Return

    7.86%
About

Devang Shah Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

0.53 %

0 Morning Star

4 Value Research

NAV

82.12

1M Returns

0.53%

1Y Returns

8.41%

3Y Returns

8.15%

Min. Investment

Rs.1000.0

Fund Size

Rs.1046.08 Cr

Fund Manager

Avnish Jain
Moderately High Hybrid G
More

NAV

82.12

Min Investment

₹1000.0

Fund Size

₹1046.08 cr

Fund Manager

Avnish Jain
ADD to watchlist
Canara Robeco Conservative Hybrid Reg-G

4 Morning Star

4 Value Research

0.53 %

4 Morning Star

4 Value Research

NAV

82.12

1M Returns

0.53%

1Y Returns

8.41%

3Y Returns

8.15%

Min. Investment

Rs.1000.0

Fund Size

Rs.1046.08 Cr

Fund Manager

Avnish Jain
Moderately High Hybrid G
More

NAV

82.12

Min Investment

₹1000.0

Fund Size

₹1046.08 cr

Fund Manager

Avnish Jain
ADD to watchlist
ICICI Pru Regular Savings-G

4 Morning Star

4 Value Research

0.52 %

4 Morning Star

4 Value Research

NAV

62.41

1M Returns

0.52%

1Y Returns

9.34%

3Y Returns

9.27%

Min. Investment

Rs.100.0

Fund Size

Rs.3277.91 Cr

Fund Manager

Manish Banthia
Moderately High Hybrid G
More

NAV

62.41

Min Investment

₹100.0

Fund Size

₹3277.91 cr

Fund Manager

Manish Banthia
ADD to watchlist
Axis Regular Saver-G

3 Morning Star

3 Value Research

0.15 %

3 Morning Star

3 Value Research

NAV

25.9

1M Returns

0.15%

1Y Returns

6.67%

3Y Returns

7.86%

Min. Investment

Rs.100.0

Fund Size

Rs.440.75 Cr

Fund Manager

Devang Shah
Moderately High Hybrid G
More

NAV

25.9

Min Investment

₹100.0

Fund Size

₹440.75 cr

Fund Manager

Devang Shah
ADD to watchlist
Sundaram Debt Oriented Hybrid-G

3 Morning Star

3 Value Research

-0.02 %

3 Morning Star

3 Value Research

NAV

25.65

1M Returns

-0.02%

1Y Returns

8.33%

3Y Returns

9.14%

Min. Investment

Rs.1000.0

Fund Size

Rs.29.8 Cr

Fund Manager

Dwijendra Srivastava
Moderately High Hybrid G
More

NAV

25.65

Min Investment

₹1000.0

Fund Size

₹29.8 cr

Fund Manager

Dwijendra Srivastava
ADD to watchlist
HSBC Conservative Hybrid-G

3 Morning Star

3 Value Research

0.48 %

3 Morning Star

3 Value Research

NAV

50.13

1M Returns

0.48%

1Y Returns

9.96%

3Y Returns

7.68%

Min. Investment

Rs.1000.0

Fund Size

Rs.109.43 Cr

Fund Manager

Ritesh Jain
Moderately High Hybrid G
More

NAV

50.13

Min Investment

₹1000.0

Fund Size

₹109.43 cr

Fund Manager

Ritesh Jain
ADD to watchlist
DSP Regular Savings-G

3 Morning Star

2 Value Research

0.26 %

3 Morning Star

2 Value Research

NAV

48.22

1M Returns

0.26%

1Y Returns

9.77%

3Y Returns

7.91%

Min. Investment

Rs.100.0

Fund Size

Rs.186.59 Cr

Fund Manager

Vikram Chopra
Moderate Hybrid G
More

NAV

48.22

Min Investment

₹100.0

Fund Size

₹186.59 cr

Fund Manager

Vikram Chopra
ADD to watchlist
Bank of India Conservative Hybrid Eco-G

3 Morning Star

0 Value Research

0.72 %

3 Morning Star

0 Value Research

NAV

30.6

1M Returns

0.72%

1Y Returns

9.12%

3Y Returns

13.44%

Min. Investment

Rs.10000.0

Fund Size

Rs.55.68 Cr

Fund Manager

Alok Singh
Moderate Hybrid G
More

NAV

30.6

Min Investment

₹10000.0

Fund Size

₹55.68 cr

Fund Manager

Alok Singh
ADD to watchlist
Bank of India Conservative Hybrid Reg-G

3 Morning Star

3 Value Research

0.68 %

3 Morning Star

3 Value Research

NAV

29.77

1M Returns

0.68%

1Y Returns

8.89%

3Y Returns

13.26%

Min. Investment

Rs.1000.0

Fund Size

Rs.55.68 Cr

Fund Manager

Alok Singh
Moderate Hybrid G
More

NAV

29.77

Min Investment

₹1000.0

Fund Size

₹55.68 cr

Fund Manager

Alok Singh
ADD to watchlist
Kotak Debt Hybrid Reg-G

5 Morning Star

5 Value Research

0.67 %

5 Morning Star

5 Value Research

NAV

48.21

1M Returns

0.67%

1Y Returns

10.73%

3Y Returns

11.16%

Min. Investment

Rs.100.0

Fund Size

Rs.1974.79 Cr

Fund Manager

Abhishek Bisen
Moderately High Hybrid G
More

NAV

48.21

Min Investment

₹100.0

Fund Size

₹1974.79 cr

Fund Manager

Abhishek Bisen
ADD to watchlist
Baroda BNP Paribas Conservative Hybrid-G

3 Morning Star

3 Value Research

0.44 %

3 Morning Star

3 Value Research

NAV

37.98

1M Returns

0.44%

1Y Returns

8.67%

3Y Returns

6.99%

Min. Investment

Rs.500.0

Fund Size

Rs.575.21 Cr

Fund Manager

Prashant R Pimple
Moderately High Hybrid G
More

NAV

37.98

Min Investment

₹500.0

Fund Size

₹575.21 cr

Fund Manager

Prashant R Pimple
ADD to watchlist
LIC MF Conservative Hybrid-G

3 Morning Star

2 Value Research

-0.28 %

3 Morning Star

2 Value Research

NAV

71.11

1M Returns

-0.28%

1Y Returns

5.9%

3Y Returns

5.83%

Min. Investment

Rs.1000.0

Fund Size

Rs.59.3 Cr

Fund Manager

Sanjay Pawar
Moderately High Hybrid G
More

NAV

71.11

Min Investment

₹1000.0

Fund Size

₹59.3 cr

Fund Manager

Sanjay Pawar
ADD to watchlist
UTI Regular Savings Reg-G

4 Morning Star

3 Value Research

0.35 %

4 Morning Star

3 Value Research

NAV

57.27

1M Returns

0.35%

1Y Returns

9.69%

3Y Returns

10.94%

Min. Investment

Rs.500.0

Fund Size

Rs.1569.76 Cr

Fund Manager

Amandeep Singh Chopra
Moderately High Hybrid G
More

NAV

57.27

Min Investment

₹500.0

Fund Size

₹1569.76 cr

Fund Manager

Amandeep Singh Chopra
ADD to watchlist
Parag Parikh Conservative Hybrid Fund Reg-G

0 Morning Star

0 Value Research

2.26 %

0 Morning Star

0 Value Research

NAV

12.25

1M Returns

2.26%

1Y Returns

12.88%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.1515.06 Cr

Fund Manager

Rajeev Thakkar
Moderately High Hybrid G
More

NAV

12.25

Min Investment

₹1000.0

Fund Size

₹1515.06 cr

Fund Manager

Rajeev Thakkar
ADD to watchlist
Aditya Birla SL Regular Savings-G

4 Morning Star

4 Value Research

0.29 %

4 Morning Star

4 Value Research

NAV

56.01

1M Returns

0.29%

1Y Returns

8.56%

3Y Returns

11.58%

Min. Investment

Rs.500.0

Fund Size

Rs.1486.67 Cr

Fund Manager

Satyabrata Mohanty
Moderately High Hybrid G
More

NAV

56.01

Min Investment

₹500.0

Fund Size

₹1486.67 cr

Fund Manager

Satyabrata Mohanty
ADD to watchlist
Aditya Birla SL Regular Savings-G Monthly Payment

4 Morning Star

4 Value Research

0.29 %

4 Morning Star

4 Value Research

NAV

56.01

1M Returns

0.29%

1Y Returns

8.56%

3Y Returns

11.58%

Min. Investment

Rs.500.0

Fund Size

Rs.1486.67 Cr

Fund Manager

Satyabrata Mohanty
Moderately High Hybrid G
More

NAV

56.01

Min Investment

₹500.0

Fund Size

₹1486.67 cr

Fund Manager

Satyabrata Mohanty
ADD to watchlist
SBI Conservative Hybrid-G

4 Morning Star

5 Value Research

0.62 %

4 Morning Star

5 Value Research

NAV

61.05

1M Returns

0.62%

1Y Returns

11.45%

3Y Returns

12.34%

Min. Investment

Rs.500.0

Fund Size

Rs.8690.82 Cr

Fund Manager

Saurabh Pant
Moderately High Hybrid G
More

NAV

61.05

Min Investment

₹500.0

Fund Size

₹8690.82 cr

Fund Manager

Saurabh Pant
ADD to watchlist
Franklin India Debt Hybrid A-G

3 Morning Star

3 Value Research

0.72 %

3 Morning Star

3 Value Research

NAV

75.59

1M Returns

0.72%

1Y Returns

9.86%

3Y Returns

8.48%

Min. Investment

Rs.500.0

Fund Size

Rs.234.13 Cr

Fund Manager

Anand Radhakrishnan
Moderately High Hybrid G
More

NAV

75.59

Min Investment

₹500.0

Fund Size

₹234.13 cr

Fund Manager

Anand Radhakrishnan
ADD to watchlist
Franklin India Debt Hybrid A-G Plan B

0 Morning Star

3 Value Research

0.72 %

0 Morning Star

3 Value Research

NAV

75.59

1M Returns

0.72%

1Y Returns

9.86%

3Y Returns

8.48%

Min. Investment

Rs.500.0

Fund Size

Rs.234.13 Cr

Fund Manager

Anand Radhakrishnan
Moderately High Hybrid G
More

NAV

75.59

Min Investment

₹500.0

Fund Size

₹234.13 cr

Fund Manager

Anand Radhakrishnan
ADD to watchlist
Nippon India Hybrid Bond-G

2 Morning Star

1 Value Research

0.62 %

2 Morning Star

1 Value Research

NAV

49.58

1M Returns

0.62%

1Y Returns

9.65%

3Y Returns

9.07%

Min. Investment

Rs.100.0

Fund Size

Rs.775.11 Cr

Fund Manager

Dhrumil Shah
High Hybrid G
More

NAV

49.58

Min Investment

₹100.0

Fund Size

₹775.11 cr

Fund Manager

Dhrumil Shah
ADD to watchlist