Scheme Performance
Save up for all those little desires
There are things that you have always wanted. Some little, some not so little. Things that bring you and your family a lot of happiness. Like a trip to Fiji or Helsinki. But seldom do we have a plan for these. Many of these desires simply lie at the back of our heads, almost forgotten, only because we have never put a date to them.

Give a date to your desires

Well, here's an opportunity to put aside some money for these little desires. Investing in Axis Income Saver can help you plan for these with confidence. Confidence that comes from knowing that your investment is balanced between the stability of debt and potential growth of equity, and confidence that comes from knowing that your money will be managed with a focus on risk control.So if you want to take your kids for scuba diving in the Great Barrier Reef in 3 years or if you want to take your spouse to the city of romance in 4 years, Axis Income Saver may be a good way to plan for it. With confidence.

Dynamic Asset Allocation to control risk

Axis Income Saver is a unique offering within the hybrid fund space. The reason for that is that unlike traditional hybrid funds that maintain a broadly stable allocation to equity and debt over time, this fund looks to constantly adjust this exposure. The reason for the adjustment is to maintain a tight lid on the risk and potential for large downside for investors. This allows the fund to maintain tight risk levels while at the same time take advantage of better market conditions by running a higher equity exposure than typical conservative hybrid funds. The maximum equity allocation is capped at 35%.

Key Features
  • A low to medium risk fund suitable for an investment horizon of more than 2 years
  • Brings stability to your portfolio by investing primarily in fixed income instruments
  • Offers the potential for capital growth through limited exposure to equity instruments
  • Embedded risk management to restrict losses in any calendar year
  • Actively allocates between equity and debt
  • Suitable for an investment horizon of 3 years or more
This Product is suitable for Investors who are seeking
  • Capital appreciation while generating income over medium to long term.
  • Investment in debt and money market instruments as well as equity and equity related instruments while managing risk through active asset allocation.

Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Kedar Karnik

Managing this fund since 28 September 2012. 

Other funds managed by Kedar Karnik

Axis Treasury Advantage Fund 
Axis Banking Debt Fund 
Axis Gold ETF 
Axis Gold Fund  

Jinesh Gopani

Managing this fund since 2 September 2013. 

Other funds managed by Jinesh Gopani

Axis Long term equity Fund 
Axis Hybrid Series Fund -3,5,6,7 
Scheme Details
Fund Type
An open ended hybrid scheme
Investment Plan
Growth/ Dividend
Allotment date
23 August 2010 
35% of CNX Nifty + 35% of Crisil Composite Bond Fund Index + 30% Of INR Price of Gold 
Minimum Investment
Rs 5,000 in multiples of Rs 1 thereafter 
Sleep in Peace (SIP)
Rs 1,000 in multiples of Rs 1 thereafter
Entry Load
Exit Load
Nil on or before 12M for 10% of Investment and 1% for remaining investments, Nil after 12M (w.e.f 15-Jun-2015)
Other Solutions
NAV as on 25-05-2016
NAV as on 25-05-2016