Axis Childrens Fund - Lock In - Regular Plan - IDCW

Fund House: Axis Mutual Fund
Category: Childrens Fund
Launch Date: 08-12-2015
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 2.36% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 891.63 Cr As on 30-06-2026(Source:AMFI)
Turn over: - | Exit Load: NIL

24.2898

9.5%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.09
Sharpe Ratio 0.34
Alpha -3.0
Beta 0.82
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 Plan - IDCW 08-12-2015 -0.04 2.65 7.9 6.95 9.39
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 05-09-2020 14.22 10.79 21.29 22.22 -
SBI Childrens Fund - SavIngs Plan - Regular Plan - Growth 25-01-2002 7.06 8.06 12.1 10.81 10.91
Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option 31-12-2024 4.33 - - - -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 3.03 2.03 11.12 9.1 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 1.9 3.78 - - -
Axis Childrens Fund - Lock In - Regular Growth 05-12-2015 0.54 2.95 8.1 7.07 9.45
Axis Childrens Fund - No Lock In - Regular Plan - Growth 05-12-2015 0.54 2.95 8.1 7.07 9.45
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 0.13 -0.43 8.67 8.14 7.71
UTI Childrens Hybrid Fund - Regular Plan 12-07-1993 0.02 2.68 7.25 7.38 7.79

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.47%

Others

28.54%

Large Cap

55.2%

Mid Cap

7.79%

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