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Axis Children's  No Loc inIDCW-R

Axis Children's No Loc inIDCW-R

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 Deviation13.2%
Sharpe Ratio-0.49

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

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

KN

Krishnaa N

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

Team

51 years

Combined Team Experience

AUM

₹ 1,85,642 Cr

Assets Under Management

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

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.

DS
Devang Shah
Co-Portfolio Manager

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.

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%

iconRegulatory & Tax Information

INF846K01WL7
verified
ISIN
DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)
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