Axis Regular Savings Fund (Debt, Mip)

Moderate
5 yrs 11 monthsStarted on:28 Mar 2012
₹ 1223.51 Cras on: 16 Feb 2018
Mid Term & Long Horizon
1.00%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.66
1 Month0.48
3 Month0.95
1 YR7.31
2 YR9.92
3 YR8.07

SIP Returns

TenureReturns (CAGR)
1 YR6.12
2 YR7.68
3 YR8.27
5 YR9.04

Portfolio

Company Name% Assets
TI Financial Holdings Ltd. 20/02/2020 7.55%3.23
NUVOCO Vistas Corp Ltd. 14/09/2021 8.66%2.49
Reliance Jio Infocomm Ltd. 08/07/2021 8.32%2.48
Dewan Housing Finance Corpn. Ltd. 16/08/2019 9.10%2.47
ICICI Bank Ltd. 31/12/2050 9.20%2.46
Tata Power Co. Ltd. 16/11/2020 7.99%2.44
SREI Equipment Finance Pvt. Ltd. 16/02/20222.4
IFMR Capital Finance Pvt. Ltd. 17/12/20202.24
Suhani Trading And Investment Consultants Pvt. Ltd. 22/01/2021 10.25%2.04
JK Lakshmi Cement Ltd. 06/01/2020 8.70%2.04

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.67%
Beta0.75%
Sharpe Ratio1.8

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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