Axis Childrens Gift Fund - No Lock-In (Hybrid, Equity-oriented)

Moderately High
2 yrs 3 monthsStarted on:08 Dec 2015
₹ 370.42 Cras on: 16 Feb 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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Axis Childrens Gift Fund - Compulsory Lock-In
Return (CAGR) 10.51%
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RELIANCE EQUITY SAVINGS FUND
Return (CAGR) 8.66%
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Tenure

TenureReturns (CAGR)
3 Month2.13
1 YR15.72
2 YR14.25

SIP Returns

TenureReturns (CAGR)
1 YR11.09
2 YR11.81

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.93
Power Finance Corpn. Ltd. 15/05/2020 7.05%3.73
Housing Development Finance Corpn. Ltd.3.7
GOI 19/03/2030 7.88%3.54
Kotak Mahindra Bank Ltd.3.25
ICICI Bank Ltd. 31/12/2050 9.20%2.71
Union Bank of India 31/12/2099 9.08%2.67
ICICI Bank Ltd.2.66
Reliance Industries Ltd. 08/11/2022 7.17%2.63
Larsen & Toubro Ltd.2.45

Top Sectoral Holdings

Sector Name% Assets
Financial25.73
Automobile7.37
Chemicals6.71
Construction5.29
Healthcare4.26
Services3.92
Cons Durable1.89
Technology1.51
Textiles1.48
Engineering1.38

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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