Invest in their dreams

Transcription

1 With

2 Invest in their dreams with Axis Children s Gift Fund It s a balanced investment solution - the money is invested in debt as well as in equities. Investment is made in debt and money market instruments to generate income, while investment in equity & equity related instruments hold potential to beat inflation and create long-term wealth. GOAL PLANNING It s a great way to plan for your children s future, be it education, marriage, or just an investment for a rainy day. LONG-TERM INVESTMENTS With the option of a longer holding period, your money gets more time to grow. LOW VOLATILITY Since the money is invested in debt & money market instruments, it gives the much-needed cushion in terms of relatively less volatility. WEALTH-CREATION POTENTIAL Money is invested in equities, therefore it holds great potential for long-term wealth creation.

3 Instruments Debt and money market Equity and equity related Cash-Futures Arbitrage Asset allocation in Axis Children s Gift Fund (ACGF) Indicative Allocation (% of net assets) Risk Profile Low Medium High Medium High How much one should invest in ACGF? You must first find out how much money is needed and when once this is known, you can start investing either through lump sum or SIP route. Securing your child s future is a long-term goal. Start an SIP with the following benefits: It s a hassle-free investment option and instils a sense of discipline as the money gets invested at regular intervals Minimum Maximum Small investments can create a bigger corpus through the power of compounding De-stress with SIP: Worry less about market fluctuation, market timing and monitoring the market However, there is no assurance or guarantee that the investment objective of the scheme will be achived. The scheme does not assure or guarantee any returns. Please refer to SID for detailed asset allocation table.

4 Benefits of early planning SIP route Who can invest in ACGF? The investment can be made only in the name of a minor child, which means the child should be less than 18 years of age on the date of investment `50,000 `1,00,000 3yrs 5 yrs 7 yrs 10 yrs 15 yrs 17 yrs Investors / Applicants could be parents, step parents, grandparents, adult relatives, friends (including NRIs & PIOs) or HUF Who can invest and how much? Minor Kid `25,000 Parent / Guardian ` 10, Grandparent No Limit At the end of holding period (in lakhs) `5,000 Above data is only for illustration purpose and does not assure or guarantee any returns. This is an illustration to explain the concept of SIP & does not indicate the returns provided by any scheme of mutual fund. Above data is for monthly SIP considered to be made at the beginning of the month. Rate of returns is 9%. Please refer to the SID for the entire list of eligible investors. Relative / Non-individual

5 Distributed by: Axis Children s Gift Fund - (An open-ended balanced scheme) This product is suitable for investors who are seeking: Capital appreciation & generating income over medium to long-term Investment in debt and money market instruments as well as equity and equity related instruments Investors should consult their Financial Advisors if in doubt about whether the product is suitable for them. Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to `1 lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.