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

Moderately High
2 yrs 8 monthsStarted on:08 Dec 2015
₹ 382.66 Cras on: 13 Jul 2018
Medium Horizon
2.32%
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)
YTD2.73
1 Month1.56
3 Month1.54
1 YR11.37
2 YR10.51

SIP Returns

TenureReturns (CAGR)
1 YR9.71
2 YR11.76

Portfolio

Company Name% Assets
Deutsche Bank 05/07/2018 4.00%6.27
HDFC Bank Ltd.5.45
Tata Consultancy Services Ltd.4.79
ICICI Bank Ltd. 31/12/2050 9.20%3.86
Kotak Mahindra Bank Ltd.3.81
Housing Development Finance Corpn. Ltd.3.49
Maruti Suzuki India Ltd.3.04
Union Bank of India 31/12/2099 9.08%2.78
Bajaj Finserv Ltd.2.56
Motherson Sumi Systems Ltd.2.53

Top Sectoral Holdings

Sector Name% Assets
Financial25.94
Automobile10.62
Chemicals8.9
Technology6.5
Construction3.99
Services3.97
Healthcare2.42
Textiles1.86
Cons Durable1.11

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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