Axis Children's Gift Fund Regular Compulsory Lock In Dividend+0.24%

2Groww
-2.90%
1 Year Return
Solution Oriented
Children's
2.0 star
6M
1Y
3Y
All

Fund Details

Axis Children's Gift Fund Regular Compulsory Lock In Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.16%
NAV13.0 (23 Aug 2019)
Fund Started08 Dec 2015
Fund Size412 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Axis Children's Gift Fund Regular Compulsory Lock In Dividend
-2.9%
6.2%
NA
7.2%
Category Average
NA
NA
NA
-
Rank within category
4
3
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

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    Fund Managers

    addR Sivakumar
    Education
    Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
    Experience
    Prior to joining Axis AMC he has worked with Fortis Investment Management Ltd. Sundaram Mutual Fund (2001-2004), Zurich India and ITC Threadneedle.
    Funds Managed

    Other Details

    Axis Children's Gift Fund Regular Compulsory Lock In Dividend is a Solution Oriented Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 08 Dec 2015. R Sivakumar, Ashish Naik is the Current Fund Manager of Axis Children's Gift Fund Regular Compulsory Lock In Dividend.The fund currently has an Asset Under Management(AUM) of ₹412 Cr and the Latest NAV as of 23 Aug 2019 is ₹13.0.

    The Axis Children's Gift Fund Regular Compulsory Lock In Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 3% if units are redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years..

    Investment Objective

    To generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

    Tax Implications

    If average equity holding is >65%, returns are taxed at 15% (redeemed before one year) and 10% (After 1 year as per LTCG). If average equity holding is <65%, returns are taxed as per your Income Tax slab (redeemed before 3 years) and 20% with indexation benefit (post 3 years).

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹100
    Min for Second Investment
    Exit load of 3% if units are redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years.
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    03 Sep 2009
    Axis Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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