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

Moderately High
2 yrs 2 monthsStarted on:08 Dec 2015
₹ 364.62 Cras on: 17 Jan 2018
Medium Horizon
2.52%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.25
1 Month3.09
3 Month5.24
1 YR21.96
2 YR13.93

SIP Returns

TenureReturns (CAGR)
1 YR21.04
2 YR16.18

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.67
Power Finance Corpn. Ltd. 15/05/2020 7.05%3.79
GOI 19/03/2030 7.88%3.64
Housing Development Finance Corpn. Ltd.3.28
Kotak Mahindra Bank Ltd.3.01
ICICI Bank Ltd. 31/12/2050 9.20%2.77
Union Bank of India 31/12/2099 9.08%2.72
Reliance Industries Ltd. 08/11/2022 7.17%2.69
Bajaj Finserv Ltd.2.55
Maruti Suzuki India Ltd.2.49

Top Sectoral Holdings

Sector Name% Assets
Financial25.24
Automobile7.06
Chemicals6.93
Construction5.24
Healthcare4.49
Services4
Cons Durable2
Textiles1.79
Engineering1.4
Technology1.26

Indicators

LabelValue

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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