Compare Axis Aggressive Hybrid Fund vs SBI Children's Fund - Investment Plan
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.15 | 1.83 |
NAV | ₹20.79 | ₹44.40 |
Fund Started | 20 Jul 2018 | 08 Sep 2020 |
Fund Size | ₹1574.65 Cr | ₹5052.54 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | With respect to units not subject to lock-in period and the holding period is less than
3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.15
1.83
NAV
₹20.79
₹44.40
Fund Started
20 Jul 2018
08 Sep 2020
Fund Size
₹1574.65 Cr
₹5052.54 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
With respect to units not subject to lock-in period and the holding period is less than
3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year.
1 Year | 2.06% | 3.28% |
3 Year | 11.08% | 22.51% |
5 Year | 10.46% | 28.58% |
1 Year
2.06%
3.28%
3 Year
11.08%
22.51%
5 Year
10.46%
28.58%
Equity | 74.37% | 79.46% |
Cash | 1.56% | 20.35% |
Equity
74.37%
79.46%
Cash
1.56%
20.35%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 6.02% |
Reliance Industries Ltd. | 5.53% |
ICICI Bank Ltd. | 4.67% |
Infosys Ltd. | 3.89% |
Bharti Airtel Ltd. | 3.30% |
State Bank of India | 3.29% |
Larsen & Toubro Ltd. | 2.89% |
Mahindra & Mahindra Ltd. | 2.49% |
Bajaj Finance Ltd. | 1.99% |
NTPC Ltd. | 1.36% |
Hatsun Agro Product Ltd. | 5.20% |
Muthoot Finance Ltd. | 5.19% |
Thangamayil Jewellery Ltd. | 4.78% |
State Bank of India | 4.07% |
Privi Speciality Chemicals Ltd. | 3.82% |
Le Travenues Technology Ltd. | 3.70% |
ReNew Energy Global plc Class A (RNW) | 3.44% |
Adani Power Ltd. | 3.30% |
Aether Industries Ltd. | 3.30% |
HDFC Bank Ltd. | 3.15% |
Name | Devang Shah | Rama Iyer Srinivasan |
Start Date | 21 Nov 2025 | 08 Sep 2020 |
Name
Devang Shah
Rama Iyer Srinivasan
Start Date
21 Nov 2025
08 Sep 2020
Description | The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income. |
Launch Date | 20 Jul 2018 | 08 Sep 2020 |
Description
The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Launch Date
20 Jul 2018
08 Sep 2020