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

12.46
11.56%
NA
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.52%
2 yrs 1 months08 Dec 2015
₹ 342.43 Cr11 Dec 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
20.40
1 Month
1.66
3 Month
2.54
1 YR
18.68
TenureReturns (CAGR)
1 YR
18.78

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.79
Power Finance Corpn. Ltd. 15/05/2020 7.05%3.95
GOI 19/03/2030 7.88%3.83
Housing Development Finance Corpn. Ltd.3.33
Kotak Mahindra Bank Ltd.3.08
ICICI Bank Ltd. 31/12/2050 9.20%2.88
Union Bank of India 31/12/2099 9.08%2.84
Reliance Industries Ltd. 08/11/2022 7.17%2.81
GOI 15/05/2027 6.79%2.79
Bajaj Finserv Ltd.2.63

Top Sectoral Holdings

Sector Name% Assets
Financial24.74
Automobile6.8
Chemicals6.73
Construction5.22
Healthcare4.33
Services3.83
Cons Durable1.97
Textiles1.62
Energy1.43
Engineering1.4

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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