Axis Childrens Gift Fund - Compulsory Lock-In (Hybrid, Equity-oriented)

12.28
11.10%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.52%
1 yrs 12 months08 Dec 2015
₹ 342.43 Cr17 Nov 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments.

Scheme Documents

TenureReturns (CAGR)
YTD
18.61
1 Month
0.95
3 Month
3.71
1 YR
17.69
TenureReturns (CAGR)
1 YR
17.59

Portfolio

Company Name% Assets
GOI 24/11/2026 8.15%7.78
HDFC Bank Ltd.4.81
Power Finance Corpn. Ltd. 15/05/2020 7.05%4.08
GOI 19/03/2030 7.88%3.99
Housing Development Finance Corpn. Ltd.3.49
Kotak Mahindra Bank Ltd.3.25
Cadila Healthcare Ltd.3.03
ICICI Bank Ltd. 31/12/2050 9.20%2.99
SBI Life Insurance Company Ltd.2.98
Page Industries Ltd.2.71

Top Sectoral Holdings

Sector Name% Assets
Financial25.46
Automobile6.8
Chemicals5.37
Construction4.87
Healthcare4.18
Services4
Energy2.36
Cons Durable1.86
Engineering1.5
Textiles1.48

Indicators

R Sivakumar,Ashish Naik

Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.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.

Other Funds Managed by R Sivakumar,Ashish Naik

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