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HDFC Children Gift Fund-Investment

Category: Balanced Funds (Child Plan) Equity Oriented
Launch Date: 02-03-2001
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 2.17% As on (30-09-2017)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,727.46 Cr As on (30-09-2017)
Turn over: 2.49
NAV as on 19-02-2018

114.05

-0.9 (-0.7874%)

CAGR Since Inception

17.21%

PERFORMANCE of HDFC Children Gift Fund-Investment

Scheme Performance (%)

Data as on - 19-02-2018

Yearly Performance (%)

Fund Managers

Mr. Chirag Setalvad, Mr. Rakesh Vyas

Mr. Setalvad is a B. Sc and MBA from University of North Carolina. Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Investment Objective

The scheme aims at generating long-term returns and maintaining risk under control by investing around 40 to 60 percent of its assets in equities and the same in debt related instruments. Only children below 18 years of age are eligible to apply in this scheme.

RETURNS CALCULATOR for HDFC Children Gift Fund-Investment

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Children Gift Fund-Investment

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Children Gift Fund-Investment 9.98 1.17 2.02 1.21 7.35 7.15
Balanced Funds (Child Plan) Equity Oriented - - - - - -

PEER COMPARISION of HDFC Children Gift Fund-Investment

Period
Data as on - 19-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Children Gift Fund-Investment 02-03-2001 18.47 22.0 10.44 18.09 14.72
UTI CCP Advantage Fund - Growth 17-02-2004 22.88 25.35 9.91 16.11 11.94
ICICI Prudential Child Care Plan Gift - Cumulative 31-08-2001 13.67 20.38 8.09 16.33 9.65

PORTFOLIO ANALYSIS of HDFC Children Gift Fund-Investment

Asset Allocation (%)

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