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Axis Regular Saver Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
30.13 -0.05%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
N/A
Risk
N/A
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,001.03
0.10 %
Two Week 2025-07-03 ₹1,000.00 ₹1,000.62
0.06 %
One Month 2025-06-18 ₹1,000.00 ₹1,005.56
0.56 %
Three Months 2025-04-21 ₹3,000.00 ₹3,021.16
0.71 %
Six Months 2025-01-20 ₹6,000.00 ₹6,163.48
2.72 %
One Year 2024-07-18 ₹12,000.00 ₹12,493.50
4.11 %
Three Year 2022-07-19 ₹36,000.00 ₹40,855.48
13.49 %
Five Year 2020-07-20 ₹60,000.00 ₹72,551.78
20.92 %
Ten Year 2015-07-21 ₹120,000.00 ₹175,026.34
45.86 %
Since Inception 2010-07-16 ₹183,000.00 ₹333,975.68
82.50 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others 2%

Sectors Holding in Axis Regular Saver Fund - Regular Plan - Growth

Sovereign
37%
CRISIL AAA
15%
IND AAA
3%
CRISIL AA+
4%
IND AA
1%
IND AA-
1%
CRISIL AA-
1%
ICRA AA
1%
IT - Software
3%
Banks
4%
Petroleum Products
1%
Finance
2%
Automobiles
1%
Fertilizers & Agrochemicals
1%
Pharmaceuticals & Biotechnology
0%
Auto Components
0%
Insurance
0%
Food Products
0%
Retailing
0%
Other
5%

Companies Holding in Axis Regular Saver Fund - Regular Plan - Growth

7.18% GOI (MD 24/07/2037)
15.52%
7.18% GOI (MD 14/08/2033)
7.58%
4.7% GOI FRB (MD 22/09/2033)
6.67%
7.34% GOI (MD 22/04/2064)
5.03%
7.25% GOI (MD 12/06/2063)
4.97%
7.23% GOI (MD 15/04/2039)
0.99%
7.17% GOI (MD 08/01/2028)
0.98%
6.19% GOI (MD 16/09/2034)
0.06%
HDFC Bank Limited
8.12%
Power Finance Corporation Limited
4.92%
Samvardhana Motherson International Limited
3.25%
Muthoot Finance Limited
3.23%
India Grid Trust InvIT Fund
3.18%
Aadhar Housing Finance Limited
1.63%
CreditAccess Grameen Limited
1.63%
Indian Bank
1.62%
IndoStar Capital Finance Limited
1.62%
360 One Prime Limited
1.30%
Infosys Limited
2.49%
ICICI Bank Limited
2.11%
Reliance Industries Limited
1.72%
Tata Consultancy Services Limited
1.72%
HDFC Bank Limited
1.63%
Bajaj Finance Limited
1.61%
Bank Of Baroda
1.25%
Mahindra & Mahindra Limited
1.25%
Cholamandalam Investment And Finance Company Ltd
1.19%
PI Industries Limited
1.15%
Bajaj Finserv Limited
0.76%
Sun Pharmaceutical Industries Limited
0.73%
Motherson Sumi Wiring India Limited
0.67%
Sansera Engineering Limited
0.62%
ICICI Prudential Life Insurance Company Limited
0.60%
Nestle India Limited
0.57%
Kotak Mahindra Bank Limited
0.57%
Avenue Supermarts Limited
0.53%
Other Equity (Less Than 0.50% Of The Corpus)
3.40%
SK Finance Limited
0.60%
Net Current Assets
2.52%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity 13.86

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Devang Shah
19 years Experience
Sachin Jain
11 years Experience
Jayesh Sundar
21 years Experience
Ashish Naik
16 years Experience

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