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: 2.31% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 881.18 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
26.286
0.23 (0.8864%)
9.55%
Benchmark: 11.91%
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 | 10.9 |
| Sharpe Ratio | 0.28 |
| Alpha | 2.29 |
| Beta | 0.35 |
| 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 | 0.46 | 3.32 | 8.53 | 7.35 | 9.54 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 16.08 | 11.57 | 22.05 | 22.7 | - |
| SBI Childrens Fund - SavIngs Plan - Regular Plan - Growth | 25-01-2002 | 7.23 | 8.49 | 12.25 | 10.88 | 11.04 |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 4.06 | - | - | - | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 3.34 | 2.53 | 11.81 | 9.59 | - |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 1.91 | 4.1 | - | - | - |
| LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | 1.54 | 0.14 | 9.6 | 8.45 | 7.95 |
| Axis Childrens Fund - No Lock In - Regular Plan - Growth | 05-12-2015 | 0.46 | 3.32 | 8.53 | 7.35 | 9.53 |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | -0.71 | 2.71 | 14.7 | 13.27 | 11.55 |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | -2.45 | 0.81 | 9.43 | 10.85 | 12.65 |
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
8.47%
Others
28.54%
Large Cap
55.2%
Mid Cap
7.79%
