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: 2.31% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 100 |
| Total Assets: 865 Cr As on 31-03-2025(Source:AMFI) |
| 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. |
25.1737
0.21 (0.8513%)
10.33%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | 11.27 |
| Sharpe Ratio | -0.02 |
| Alpha | -3.76 |
| Beta | 1.14 |
| 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 | 12.21 | 13.94 | 8.5 | 15.61 | - |
| SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 17.24 | 27.97 | 19.74 | - | - |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 13.09 | 15.79 | 12.29 | 14.9 | 11.55 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 12.21 | 13.94 | 8.5 | 15.61 | - |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 7.62 | - | - | - | - |
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
9.66%
Others
31.81%
Large Cap
49.27%
Mid Cap
9.27%
