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

Moderately High
2 yrs 10 monthsStarted on:08 Dec 2015
₹ 410.88 Cras on: 19 Sep 2018
Medium Horizon
2.84%
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)
YTD1.26
3 Month0.92
1 YR4.39
2 YR8.35

SIP Returns

TenureReturns (CAGR)
1 YR2.65
2 YR8.24

Portfolio

Company Name% Assets
Reserve Bank of India 91-D 08/11/20187.36
HDFC Bank Ltd.4.96
Tata Consultancy Services Ltd.4.53
Housing Development Finance Corpn. Ltd.4.17
Kotak Mahindra Bank Ltd.3.93
ICICI Bank Ltd. 31/12/2050 9.20%3.59
Maruti Suzuki India Ltd.3.43
Hindustan Unilever Ltd.3.11
Shree Cement Ltd.2.92
Motherson Sumi Systems Ltd.2.86

Top Sectoral Holdings

Sector Name% Assets
Financial25.39
Automobile12.67
Chemicals7.72
Technology5.41
Services5.2
FMCG4.74
Construction4.6
Healthcare2.3
Textiles2.14
Cons Durable1.19

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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