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Axis Children's Gift Fund-Compulsory Lock in

Growth
29.410.03% (-0.01)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Axis Children's Gift Fund-Compulsory Lock in

Growth
OtherSolution Oriented - Children's Fund
Mid-size FundAssets Under Mgmt: ₹ 913 Cr
High RiskPrinciple investment will be at high risk
29.410.03% (-0.01)

Price Chart

High
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Low
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherSolution Oriented - Children's Fund
Mid-size FundAssets Under Mgmt: ₹ 913 Cr
High RiskPrinciple investment will be at high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.28—1.94
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.64—2.14

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth5 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index

About Solution Oriented - Children's Fund

Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

Peers & Comparison

Comparing 3 mutual funds from 
OtherSolution Oriented - Children's Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Children's Gift Fund-Compulsory Lock in24.74%9.94%13.06%
SBI Magnum Children's Benefit Fund-Investment Plan49.03%28.09%46.19%
ICICI Pru Child Care Fund-Gift Plan37.97%19.22%15.49%
Aditya Birla SL Bal Bhavishya Yojna31.33%15.20%15.61%

Price Comparison

Compare Axis Children's Gift Fund-Compulsory Lock in with any MF, ETF, stock or index
Compare Axis Children's Gift Fund-Compulsory Lock in with any MF, ETF, stock or index
Axis Children's Gift Fund-Compulsory Lock in
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
+2 moreTreasury BillsFutures & OptionsCorporate DebtGovernment SecuritiesEquity0.86%1.09%1.13%6.38%17.80%72.75%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+30 morePublic BanksOil & Gas - Refining & MarketingIT Services & ConsultingPrivate BanksG-Sec52.55 %4.30 %4.52 %8.39 %11.36 %18.88 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 2419.84%22.76%17.93%21.88%16.12%18.88%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.37 %

    Holdings

    4.90 %

    -0.37 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.66 %

    Holdings

    4.42 %

    -0.66 %
  • Infosys Ltd
    INFY
    3M change : 0.86 %

    Holdings

    4.25 %

    0.86 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    66

  • Total AUM

    ₹ 3,10,147.02 Cr.

Fund Manager Profile

Jayesh Sundar

AUM:  ₹8,135.78 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Ashish Naik

AUM:  ₹92,735.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Devang Shah

AUM:  ₹79,502.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Hardik Shah

AUM:  ₹30,723.05 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

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Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

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(unrealised)

Opinions and Fund Reviews

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