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

Moderately High
3 yrs 1 monthsStarted on:08 Dec 2015
₹ 390.92 Cras on: 14 Dec 2018
Medium Horizon
2.49%
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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Principal Retirement Savings Fund Moderate
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Tenure

TenureReturns (CAGR)
1 Month3.15
1 YR1.91
2 YR10.08
3 YR8.00

SIP Returns

TenureReturns (CAGR)
2 YR4.79
3 YR6.66

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.84
Tata Consultancy Services Ltd.4.53
Housing Development Finance Corpn. Ltd.4.51
Kotak Mahindra Bank Ltd.3.96
ICICI Bank Ltd. 31/12/2050 9.20%3.75
Maruti Suzuki India Ltd.3.03
Larsen & Toubro Ltd.2.87
Union Bank of India 31/12/2099 9.08%2.69
Shree Cement Ltd.2.67
Magma Fincorp Ltd. 19/08/2019 8.99%2.53

Top Sectoral Holdings

Sector Name% Assets
Financial29.77
Automobile11.03
Chemicals6.88
Technology6.07
Construction5.54
Services3.83
FMCG3.22
Textiles1.77
Healthcare1.64
Engineering1.45

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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