Axis Regular Saver Fund Growth
Medium
Risk
Other Schemes
Conservative Allocation
+
6.37
%
6.37
%
3Y annualised
+
0.12
%
0.12
%
1D
1M
6M
1Y
3Y
All
Fund size
353
NAV:
Mar 7, 2024
26.931
Sector
Tech
Type
Other_schemes
Launched
Jul 2010
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2037
24.22
%
7.26% Govt Stock 2033
14.88
%
HDFC Bank Limited
7.06
%
Power Finance Corporation Ltd.
5.69
%
Muthoot Finance Limited
2.82
%
Motherson Sumi Systems Limited
2.82
%
India Grid TRust
2.75
%
Infosys Ltd
2.05
%
Tata Consultancy Services Ltd
1.97
%
ICICI Bank Ltd
1.66
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Months, 0.0 % if redeemed after 1.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Axis Regular Saver Fund Growth
More details
Investment objective
The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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