Axis Childrens Fund - Lock In - Regular Growth
Fund House: Axis Mutual Fund| Category: Childrens Fund |
| Launch Date: 05-12-2015 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
| TER: 2.4% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 863.93 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: - | Exit Load: Under Compulsory Lock-in: No exit load post lock-in period Under No Lock-in: An Exit Load of 3% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment. An Exit Load of 2% is payable if Units are redeemed / Switche |
25.3974
0.2 (0.7721%)
8.93%
Benchmark: 11.64%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of the scheme is to generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.27 |
| Sharpe Ratio | 0.17 |
| Alpha | 1.49 |
| Beta | 0.43 |
| Yield to Maturity | 7.36 |
| Average Maturity | 19.1 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Childrens Fund - Lock In - Regular Growth | 05-12-2015 | -5.24 | 0.13 | 7.68 | 4.3 | 8.79 |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.92%
Others
29.99%
Large Cap
49.34%
Mid Cap
9.75%
