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%

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Axis Regular Saver-IDCWH

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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

About AMC

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Axis Mutual Fund >

Contact Information

Address:

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

Email:

customerservice@axismf.com
Website

http://www.axismf.com
Phone:

2243255161

Funds Offered

58
AUM

₹ 2,52,800 Cr
Website

http://www.axismf.com

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.

Fund Manager

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Devang Shah

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