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: 2.3% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 893.39 Cr As on 29-08-2025(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.

25.999

10.21%

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 - 11.59 10.33 12.91 -
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 4.77 22.95 23.13 - -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 3.11 11.88 12.37 13.32 11.64
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 1.99 19.28 18.76 18.91 12.69
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 0.08 - - - -
HDFC Childrens Fund - Growth Plan 02-03-2001 -0.94 12.63 15.39 18.01 13.45
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 -2.85 12.29 14.35 13.3 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 -5.32 12.98 13.06 17.59 12.38
Tata Childrens Fund -Regular Plan-Growth Option 14-10-1995 -5.61 11.25 14.52 18.09 11.07
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 -5.97 10.14 12.05 12.84 8.67

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

9.44%

Others

27.95%

Large Cap

52.54%

Mid Cap

10.05%

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