HomeMutual FundsHDFC Childrens Gift Fund Direct Plan

Overview (as on 01 Mar 2021)

NAV

₹165.99

1y returns

29.01%

Fund AUM

₹3,965 Cr

Expense Ratio

1.14%

Fund Performance

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Monthly SIP
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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
HDFC Childrens Gift Fund Direct Plan
₹0
-Infinity% projected returns
ICICI Prudential Child Care Fund (Gift Plan) Direct Plan
₹0
-Infinity% projected returns
Axis Children's Gift Direct Lock in Growth
₹0
-Infinity% projected returns
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
₹0
-Infinity% projected returns
UTI CCF- Investment Plan - Growth- Direct
₹0
-Infinity% projected returns
SBI Magnum Children's Benefit Fund Direct Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (67.14%)
Debt & Cash (32.86%)
Sector Allocation
Financial Services
33.93%
Tech
16.55%
Industrials
12.96%
Consumer
9.01%
Energy
8.81%
Defensive
5.78%
Health
5.27%
Basic Materials
4.07%
Communication
2.51%
Utilities
1.11%
Size Breakup
Large Cap
64.40%
Mid Cap
19.73%
Small Cap
15.87%

Key Metrics

Yield to Maturity 

5.89%

Modified Duration 

1.67 yr

Sharpe Ratio 

0.31

Std deviation 

14.51%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"To generate capital appreciation / income from a portfolio of equity & equity related instruments and debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized."
Scheme Name
HDFC Childrens Gift Fund Direct Plan
Scheme Document
Click Here
Exit Load

After 0 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Anand Laddha
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
HDFC Childrens Gift Fund Direct Plan(Lock-in)
Direct1.14%24.06%
HDFC Childrens Gift Fund
Regular1.99%27.92%

Peer Funds

ICICI Prudential Child Care Fund (Gift Plan) Direct Plan  

HybridChildrenDirectModerately High risk

1 yr returns

17.31%

AUM

₹716 Cr

Expense Ratio

1.78%

Axis Children's Gift Direct Lock in Growth  

NR
HybridChildrenDirectModerately High risk

1 yr returns

17.31%

AUM

₹540 Cr

Expense Ratio

1.3%

UTI CCF- Investment Plan - Growth- Direct  

HybridChildrenDirectModerately High risk

1 yr returns

32.44%

AUM

₹415 Cr

Expense Ratio

1.72%

Tata Young Citizens' Fund (After 7 years) Direct Plan Growth  

HybridChildrenDirectModerately High risk

1 yr returns

35.48%

AUM

₹210 Cr

Expense Ratio

1.75%

SBI Magnum Children's Benefit Fund Direct Growth  

HybridChildrenDirectModerately High risk

1 yr returns

16.67%

AUM

₹73 Cr

Expense Ratio

0.73%

HDFC Childrens Gift Fund Direct Plan

NAV

₹165.99

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Chirag Setalvad
Chirag Setalvad

leader

Qualifications
B.Sc. in Business Administration- University of North Carolina, Chapel Hill.
Work Experience
"Mr. Chirag Setalvas is currently a Senior Fund Manager - Equities for HDFC Asset Management. Collectively, he has over 21 years of experience, of which 18 years are in Fund Management and Equity Research and 3 years in Investment Banking. Previously he was employed as Vice President New Vermon Advisory Services Pvt. Ltd. and as Assistant Manager for ING Barings N.V. Chirag has a B.Sc. in Business Administration from University of North Carolina, Chapel Hill."
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