Axis Regular Savings Fund (Debt, Mip)

16.65
9.34%
3
Income Generation
Mid Term & Long Horizon
Moderate
1.00%
5 yrs 9 months28 Mar 2012
₹ 1072.43 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
7.56
1 Month
0.25
3 Month
1.20
1 YR
7.31
2 YR
9.71
3 YR
8.69
TenureReturns (CAGR)
1 YR
7.46
2 YR
8.83
3 YR
8.88
5 YR
9.44

Portfolio

Company Name% Assets
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%3.4
SREI Equipment Finance Pvt. Ltd. 16/02/20222.84
IFMR Capital Finance Pvt. Ltd. 17/12/20202.82
ICICI Bank Ltd. 31/12/2050 9.20%2.66
Dewan Housing Finance Corpn. Ltd. 16/08/2019 9.10%2.66
Tata Power Co. Ltd. 16/11/2020 7.99%2.63
TI Financial Holdings Ltd. 20/02/2020 7.55%2.61
Magma Fincorp Ltd. 25/06/2021 9.32%2.27
Power Finance Corpn. Ltd. 04/09/2020 8.36%2.24
JK Lakshmi Cement Ltd. 06/01/2020 8.70%2.2

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation2.86%
Beta0.82%
Sharpe Ratio1.59

Devang Shah

Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.

Other Funds Managed by Devang Shah

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