Axis Childrens Gift Fund - without Lock in - 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
TER: 2.34% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 811.61 Cr As on (30-04-2024)
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.

22.6859

10.19%

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

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
Sharpe Ratio -
Alpha -4.15
Beta 1.03
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 - without Lock in - Growth 05-12-2015 15.65 10.58 9.42 11.89 -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 42.07 25.88 20.24 16.24 13.81
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 40.82 24.46 31.55 - -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 31.73 21.11 13.07 12.15 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 30.33 19.37 15.3 16.81 13.89
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 28.9 21.62 17.26 17.84 12.99
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 27.53 23.73 18.66 17.87 15.35
LIC MF Childrens Gift Fund-Regular Plan-Growth 16-10-2001 25.69 17.49 12.91 12.55 9.75
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 17.92 12.96 12.68 11.8 12.21
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 15.65 10.58 9.42 11.89 -

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

10.43%

Others

29.91%

Large Cap

48.68%

Mid Cap

10.97%

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