_ap_ufes{"success":true,"siteUrl":"www.investmentyogi.com/w","urls":{"Home":"http://www.investmentyogi.com","Category":"http://www.investmentyogi.com/category/alternative-investment/","Archive":"http://www.investmentyogi.com/2015/02/","Post":"http://www.investmentyogi.com/salient-aspects-of-union-budget-2015/","Page":"http://www.investmentyogi.com/nri/","Nav_menu_item":"http://www.investmentyogi.com/trending/","Wpcf7_contact_form":"http://www.investmentyogi.com/?post_type=wpcf7_contact_form&p=5591","Flare":"http://www.investmentyogi.com/flare/email/"}}_ap_ufee

Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – HDFC Children’s Gift Fund

5 Flares 5 Flares ×

Fund Name: HDFC Children’s Gift Fund – Investment (G)

CRISIL Rank: NA

Category: Hybrid – Equity

Expense Ratio: 2.60%

Risk Level: Average

Benchmark: Crisil Balanced

Objective: The primary objective of the Scheme is to generate long term capital appreciation. However, there can be no assurance that the investment objective of the Scheme / Plans will be achieved.

Returns (Annualized)

1-Year3-Year5-Year
11.36%11.36%25.37%

Our Review

HDFC Children’s gift fund (G) has made its inception in the year 2001. Since inception, it has given returns of 16.66% annualized. It has managed to beat the benchmark index comprehensively in the 1, 3 and 5 year returns category.

Top 5 holdings of the fund include Sun Pharma, Infosys, Motherson Sumi, Astral poly technik and Persistent systems. It invests more than 72% of the amount into equities and 28% into debt. The fund has been delivering returns on a consistent basis.

Invest now

5 Flares Facebook 3 Google+ 0 Twitter 2 Email -- 5 Flares ×