FAQ : Axis Regular Saver Fund - Regular Plan - Growth

Axis Regular Saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 9.88 6.51 7.09 6.55
Average Rolling Returns(%) 8.16 8.30 7.88 7.90

The Current NAV of Axis Regular Saver Fund - Regular Plan - Growth is ₹26.98.

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 - Regular Plan - Growth fund’s expense ratio is 2.19%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Axis Regular Saver Fund - Regular Plan - Growth is currently ₹343 Crores.

The Top three stocks are Infosys, TCS 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 - Regular Plan - Growth fund are Others, BFSI and IT accounting for 85% 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 - Regular Plan - Growth Fund is Hybrid - Conservative Hybrid Fund.

Jayesh Sundar and Ashish Naik manage the Axis Regular Saver Fund - Regular Plan - Growth Fund.

Axis Regular Saver Fund - Regular Plan - Growth current PE ratio is 41.42 and PB ratio is 9.28

The asset allocation of Axis Regular Saver Fund - Regular Plan - Growth is Stocks : 24.28%, Debt : 75.72% and Gold : 0.32%

The minimum SIP amount for Axis Regular Saver Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for Axis Regular Saver Fund - Regular Plan - Growth is Nil upto 10% of investments and 1% for remaining investments on or before 1 months, Nil after 1 months

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