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: 2.55% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 828.94 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: 3% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment. 2% is payable if Units are redeemed / Switched-out after 1 year and upto 2 years from the date of allotment. 1% is payable if Units are redeemed / Switched-out after 2 years and upto 3 years from the date of allotment. Nil if Units are redeemed / switchhead-out after 3 years from the date of allotment. |
25.8019
-0.06 (-0.2465%)
9.52%
Benchmark: 11.97%
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 | 10.93 |
| Sharpe Ratio | 0.4 |
| Alpha | 3.28 |
| 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 | 3.29 | 7.19 | 9.48 | 8.36 | 9.79 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 19.5 | 17.49 | 24.4 | 25.59 | - |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 12.57 | - | - | - | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 9.78 | 6.94 | 14.34 | 10.17 | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 9.67 | 7.85 | 17.32 | 14.62 | 12.55 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 8.7 | 8.39 | - | - | - |
| LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | 8.22 | 4.16 | 10.67 | 9.07 | 8.19 |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 5.65 | 9.46 | 12.04 | 11.27 | 11.17 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 3.29 | 7.19 | 9.48 | 8.36 | 9.79 |
| UTI Childrens Hybrid Fund - Regular Plan | 12-07-1993 | 0.91 | 5.02 | 8.17 | 8.03 | 8.18 |
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
7.73%
Others
31.16%
Large Cap
54.46%
Mid Cap
6.65%
