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: 2.29% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 100.0 |
| Total Assets: 917.22 Cr As on 31-12-2025(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. |
26.2431
0.5 (1.919%)
9.96%
Benchmark: 12.25%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 6.71 | 9.37 | 11.0 | 9.19 | 10.32 |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 12.83 | - | - | - | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 11.09 | 8.62 | 14.7 | 10.0 | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 9.85 | 9.81 | 18.13 | 14.4 | 13.15 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 9.84 | 9.97 | - | - | - |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 7.85 | 16.71 | 20.93 | 26.8 | - |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 6.71 | 9.37 | 11.0 | 9.19 | 10.32 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 6.71 | 9.37 | 11.0 | 9.19 | 10.32 |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | 5.42 | 7.14 | 14.11 | 14.04 | 14.08 |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 4.93 | 8.99 | 12.13 | 11.27 | 11.51 |
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
8.29%
Others
27.99%
Large Cap
56.89%
Mid Cap
6.87%
Scheme Documents
There are no scheme documents available
