Axis Regular Saver Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 12.08 | 7.96 | 8.11 | 7.9 |
Average Rolling Returns(%) | 9.68 | 9.13 | 8.49 | 9.03 |
The Current NAV of Axis Regular Saver Fund - Growth - Direct Plan is ₹31.17.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Axis Regular Saver Fund - Growth - Direct Plan fund’s expense ratio is 0.88%
The process for redemption is
The AUM of Axis Regular Saver Fund - Growth - Direct Plan is currently ₹342 Crores.
The Top three stocks are TCS, Infosys and ICICI Bank and account for 6% of its portfolio. Top 5 and 10 stocks of fund account for 9% and 14% of fund’s portfolio respectively.
Top three sectors of Axis Regular Saver Fund - Growth - Direct Plan fund are Others, BFSI and IT accounting for 86% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Axis Regular Saver Fund - Growth - Direct Plan Fund is Hybrid - Conservative Hybrid Fund.
Devang Shah and Ashish Naik manage the Axis Regular Saver Fund - Growth - Direct Plan Fund.
Axis Regular Saver Fund - Growth - Direct Plan current PE ratio is 43.38 and PB ratio is 9.27
The asset allocation of Axis Regular Saver Fund - Growth - Direct Plan is Stocks : 24.32%, Debt : 75.68% and Gold : 0.33%
The minimum SIP amount for Axis Regular Saver Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for Axis Regular Saver Fund - Growth - Direct Plan is Nil upto 10% of investments and 1% for remaining investments on or before 1 months, Nil after 1 months