Axis Childrens Gift 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
TER: 2.33% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 797.4 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 3% if units are redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years.

22.2235

10.01%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
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
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.3
Average Maturity 16.4

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Childrens Gift Fund - Lock in - Regular Plan - IDCW 08-12-2015 16.37 6.28 9.8 11.19 -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 41.35 21.78 19.79 14.64 14.13
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 35.03 18.09 30.84 - -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 34.2 15.58 12.62 10.35 -
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 32.02 17.0 18.13 16.66 13.09
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 30.12 12.78 15.28 14.21 14.24
LIC MF Childrens Gift Fund-Regular Plan-Growth 16-10-2001 27.57 13.72 12.66 11.48 9.93
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 27.21 19.16 19.17 16.28 15.34
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 18.05 11.23 12.74 10.61 12.59
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 16.37 6.28 9.8 11.19 -

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

9.58%

Others

31.35%

Large Cap

48.66%

Mid Cap

10.38%

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