logo
logo
Axis Children's Reg Loc in Gr

Axis Children's Reg Loc in Gr

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation13.3%
Sharpe Ratio-0.45

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Energy & Infra10.24%
Services14.42%
Capital Goods16.66%
Technology10.37%
Consumers11.85%
Utilities1.72%
Financial Services34.74%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
7.1% Govt Stock 2034Utilities8.67%
ICICI Bank LtdFinancial Services4.81%
Reliance Industries LtdEnergy & Infra4.50%
HDFC Bank LtdFinancial Services4.36%
7.18% Govt Stock 2033Utilities4.07%
Muthoot Finance LimitedUtilities2.30%
Kotak Mahindra Bank LtdFinancial Services2.20%
Bharti Airtel LtdServices2.15%
State Bank of IndiaFinancial Services2.11%
Mahindra & Mahindra LtdConsumers2.04%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

DS

Devang Shah

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

Team

51 years

Combined Team Experience

AUM

₹ 1,85,642 Cr

Assets Under Management

HS
Hardik Shah
Co-Portfolio Manager

Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. degree.

KN
Krishnaa N
Co-Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

JS
Jayesh Sundar
Co-Portfolio Manager

Jayesh Sundar has experience of 8 years. Manages 68 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,556 Cr

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.38%
Exit Load3

iconRegulatory & Tax Information

INF846K01WJ1
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
Let's Chat