HDFC Children's Gift Fund Direct Plan-0.08%

4
6.85%
1 Year Return
Solution Oriented
Children's
4.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Children's Gift Fund Direct Plan

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.22%
NAV129.20 (05 Aug 2020)
Fund Started01 Jan 2013
Fund Size3,022 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Children's Gift Fund Direct Plan
6.8%
4.5%
7.8%
13.1%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
21
11
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.8% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    4. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.6%
    HDFC Bank Ltd.FinancialEquity6.5%
    Housing Development Finance Corpn. Ltd.FinancialNCD4.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.2%
    Infosys Ltd.TechnologyEquity3.9%
    ICICI Bank Ltd.FinancialEquity3.6%
    Axis Bank Ltd.FinancialBonds3.3%
    Bank Of BarodaFinancialNCD3.2%
    Shriram Transport Finance Co. Ltd.FinancialNCD3.2%
    ITC Ltd.FMCGEquity2.5%
    See All

    Fund Managers

    addChirag Setalvad
    Education
    Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
    Experience
    Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    HDFC Children's Gift Fund Direct Plan Details

    HDFC Children's Gift Fund Direct Plan is a Solution Oriented Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Chirag Setalvad is the Current Fund Manager of HDFC Children's Gift Fund Direct Plan fund.The fund currently has an Asset Under Management(AUM) of ₹3,022 Cr and the Latest NAV as of 05 Aug 2020 is ₹129.20.

    The HDFC Children's Gift Fund Direct Plan is rated Moderately High risk. Minimum SIP Investment is set to 500.

    Investment Objective

    Aims to generate long term capital appreciation.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    30 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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