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

Moderately High
2 yrs 6 monthsStarted on:08 Dec 2015
₹ 386.07 Cras on: 25 May 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

Similar Funds
ICICI Prudential Child Care Plan - Gift Plan
Return (CAGR) 16.72%
Crisil Ranking NA
Value Research
SBI Magnum Balanced Fund
Return (CAGR) 16.39%
Crisil Ranking 3
Value Research
HDFC Prudence Fund
Return (CAGR) 18.79%
Crisil Ranking 3
Value Research
DSP BlackRock Balanced Fund
Return (CAGR) 15.14%
Crisil Ranking 2
Value Research
Franklin India Balanced Fund
Return (CAGR) 14.16%
Crisil Ranking 4
Value Research
UTI-Balanced Fund
Return (CAGR) 15.48%
Crisil Ranking 3
Value Research
Baroda Pioneer Balance Fund - Plan A
Return (CAGR) 12.41%
Crisil Ranking NA
Value Research
Principal Equity Savings Fund
Return (CAGR) 8.09%
Crisil Ranking NA
Value Research NA
Motilal Oswal MOSt Focused Dynamic Equity Fund
Return (CAGR) 12.15%
Crisil Ranking NA
Value Research NA
Mirae Asset Prudence Fund
Return (CAGR) 11.02%
Crisil Ranking NA
Value Research NA
Axis Childrens Gift Fund - Compulsory Lock-In
Return (CAGR) 10.13%
Crisil Ranking NA
Value Research NA
Birla Sun Life Equity Savings Fund
Return (CAGR) 7.97%
Crisil Ranking NA
Value Research

Tenure

TenureReturns (CAGR)
YTD0.06
3 Month1.60
1 YR13.43
2 YR11.32

SIP Returns

TenureReturns (CAGR)
1 YR7.34
2 YR10.29

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.58
ICICI Bank Ltd. 31/12/2050 9.20%3.87
Housing Development Finance Corpn. Ltd.3.41
Kotak Mahindra Bank Ltd.3.4
Union Bank of India 31/12/2099 9.08%2.78
Maruti Suzuki India Ltd.2.62
Reliance Industries Ltd. 08/11/2022 7.17%2.48
Motherson Sumi Systems Ltd.2.46
Bajaj Finserv Ltd.2.39
Tata Global Beverages Ltd.2.36

Top Sectoral Holdings

Sector Name% Assets
Financial24.59
Automobile9.83
Chemicals8.31
Construction4.08
Healthcare3.78
Services3.72
Textiles1.6
Cons Durable1.24
Metals1.15
Technology0.98

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

© CRISIL Limited 2017. All Rights Reserved