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: 2.37% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 901.59 Cr As on 31-07-2026(Source:AMFI)
Turn over: - | Exit Load: NIL

24.5274

9.48%

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 4.02 1.41 8.63 5.93 9.21
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 05-09-2020 19.67 10.61 20.74 20.4 -
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 11.16 0.96 9.74 8.17 8.2
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 10.15 2.03 11.38 9.32 -
SBI Childrens Fund - SavIngs Plan - Regular Plan - Growth 25-01-2002 9.75 6.66 11.32 10.44 10.67
Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option 31-12-2024 9.54 - - - -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 7.56 2.82 - - -
Axis Childrens Fund - Lock In - Regular Growth 05-12-2015 4.62 1.7 8.84 6.05 9.27
Axis Childrens Fund - No Lock In - Regular Plan - Growth 05-12-2015 4.62 1.7 8.84 6.05 9.27
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 2.1 1.63 13.1 11.72 10.83

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

9.37%

Others

29.18%

Large Cap

52.57%

Mid Cap

8.88%

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