Category: Hybrid: Conservative |
Launch Date: 16-07-2010 |
Asset Class: Mixed Asset |
Benchmark: S&P BSE India 10 Year Sovereign Bond |
Expense Ratio: 2.28% As on (31-01-2021) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 100.0 |
Total Assets: 218.49 Cr As on (31-01-2021) |
Turn over: 16.0 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Axis Regular Saver Fund - Regular Plan - Growth Option | 12.83 | 6.78 | 7.58 | 8.21 | 7.88 |
S&P BSE India 10 Year Sovereign Bond | 5.99 | 9.27 | 7.63 | 7.17 | 6.5 |
Hybrid: Conservative | 9.54 | 6.26 | 8.23 | 8.44 | 8.44 |
Sachin Jain
The fund seeks to generate regular income through investments in debt and money market securities.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Regular Saver Fund - Regular Plan - Growth Option | 3.67 | 1.53 | -4.28 | 1.1 | 7.34 | 2.3 |
Hybrid: Conservative | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Axis Regular Saver Fund - Regular Plan - Growth Option | 16-07-2010 | 12.83 | 8.36 | 6.78 | 7.58 | 8.21 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | 22-05-2004 | 14.02 | 10.23 | 6.57 | 10.23 | 10.27 |
Kotak Debt Hybrid - Growth | 02-12-2003 | 13.92 | 13.5 | 9.36 | 10.82 | 9.66 |
UTI - Regular Savings Fund - Regular Plan - Growth Option | 16-12-2003 | 13.76 | 6.92 | 5.98 | 8.25 | 8.91 |
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH | 25-03-2001 | 13.43 | 11.83 | 8.33 | 9.2 | 9.31 |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth | 24-04-1988 | 11.77 | 12.85 | 10.09 | 9.94 | 9.17 |
HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 11.76 | 10.32 | 7.49 | 9.88 | 9.16 |
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option | 08-09-2004 | 11.2 | 12.6 | 9.97 | 9.08 | 8.34 |
ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 11.07 | 10.96 | 9.35 | 11.2 | 10.42 |
Indiabulls Savings Income Fund-Regular Plan-Growth Option | 02-12-2015 | 10.96 | 8.89 | 6.51 | 9.26 | 0.0 |