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Axis Children's Gift Fund Regular Compulsory Lock In Growth+0.03%

35.96%
1 Year Return
Solution Oriented
Children's
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Axis Children's Gift Fund Regular Compulsory Lock In Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio2.46%
NAV₹18.74 (23 Jul 2021)
Fund Started08 Dec 2015
Fund Size622 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
36.0%
12.8%
11.8%
10.5%
Category Average
42.2%
12.7%
12.2%
-
Rank Within Category
26
15
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 36.0% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 2.46%
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity6.1%
Bajaj Finance Ltd.FinancialEquity5.7%
HDFC Bank Ltd.FinancialEquity5.5%
Tata Consultancy Services Ltd.TechnologyEquity4.6%
ICICI Bank Ltd.FinancialEquity4.4%
Avenue Supermarts Ltd.ServicesEquity3.9%
Kotak Mahindra Bank Ltd.FinancialEquity3.6%
Reliance Industries Ltd.EnergyEquity3.6%
Housing Development Finance Corpn. Ltd.FinancialEquity3.5%
GOISovereignGOI Sec3.4%
See All

Fund Managers

R Sivakumar
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Ashish Naik
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Axis Children's Gift Fund Regular Compulsory Lock In Growth Details

Axis Children's Gift Fund Regular Compulsory Lock In Growth is a Solution Oriented Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹622 Cr and the Latest NAV as of 23 Jul 2021 is ₹18.74.

The Axis Children's Gift Fund Regular Compulsory Lock In Growth is rated Very High risk. Minimum SIP Investment is set to 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

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.

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
04 Sep 2009
Website
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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