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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 27.75 0.03 % 1-D Change
Returns
9.25% p.a.
You get upto 1.35% extra returns
ET Money's Fund Report Card - Axis Regular Saver Fund
ET Money Rank
2
Out of 28
Performance Quality
Very Good
Generated returns consistently
4/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Very Good
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
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Scheme Details
| ET Money Rank | 2 Out of 28 |
| VRO Rating | |
| Expense ratio | 0.82% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 449 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Axis Regular Saver Fund
Axis Regular Saver Fund Direct -Growth is a Conservative Hybrid mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Axis Regular Saver Fund Direct -Growth has ₹449 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.82%, which is close to what most other
Conservative Hybrid
funds charge. Currently, the fund has a 24.06% allocation to equity and 74.78% to Debt.
.....
- Axis Regular Saver Fund Direct -Growth returns of last 1-year are 3.37%. Since launch, it has delivered 9.26% average annual returns. The fund has doubled the money invested in it every 9 yrs.
- Axis Regular Saver Fund Direct -Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund's equity portion is primarily invested in Financial, Technology, Chemicals, Automobile, Services sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The debt portion of the fund has moderate credit quality indicating the quality of borrowers it has lent it to is good.
- The fund's top 5 holdings are in GOI, Vedanta Ltd., Small Industries Devp. Bank of India Ltd., Indusind Bank Ltd., ICICI Bank Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 19.03%
Mid Cap 2.4%
Small Cap 2.63%
Other Cap 0%
Allocation by Sector
Financial 9.09%
Technology 3.4%
Chemicals 2.14%
Automobile 1.98%
Top Debt Holdings
GOI 8.85%
Vedanta Ltd. 3.31%
Small Industries Devp. Bank of India Ltd. 3.26%
Indusind Bank Ltd. 3.18%
Allocation by Credit Quality
SOV 44.22%
AAA 9.8%
A1+ 8.57%
AA+ 3.38%
Allocation by Instruments
GOI Securities 25.36%
Debenture 14.59%
GOI Securities Floating Rate Bond 8.85%
Certificate of Deposit 5.26%
Other Holdings
Others 1.16%
Comparison with conservative hybrid Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Kotak Multi Asset Allocator FoF - Dynamic | 14.8% | ||
| Kotak Debt Hybrid Fund | 9.8% | ||
| Canara Robeco Conservative Hybrid Fund | 8.95% | ||
| ICICI Prudential Regular Savings Fund | 8.92% | ||
| ICICI Prudential Income Optimizer Fund (FOF) | 8.48% | ||
| SBI Conservative Hybrid Fund | 8.39% | ||
| Axis Regular Saver Fund | 7.42% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 0.93% | 1.23% | 23 / 32 |
| 3 months | 5.85% | 6.05% | 12 / 32 |
| 6 months | 2.55% | 3.74% | 28 / 32 |
| 1 year | 3.31% | 4.75% | 22 / 32 |
| 3 years | 10.79% | 9.46% | 7 / 28 |
| 5 years | 7.42% | 7.36% | 13 / 26 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Moderately High risk
Axis Regular Saver Fund
HYBRID CONSERVATIVE HYBRID
The fund seeks to generate regular income through investments in debt and money market securities.
- Std. Dev : 5.55
- Alpha : 2.8
- Beta : 0.72
- Sharpe : 1.24
- Sortino : 1.49
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Devang Shah
Mr. Shah is B.Com and ACA.
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
-
Ashish Naik
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
-
Sachin Jain
Mr. Jain is a B.Tech, AGMP (Management)
Prior to joining Axis Asset Management Company Ltd., he has worked with Sundaram Mutual Fund, I- Cap, Sunidhi securities and Finance Ltd.
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
