Axis Childrens Fund - No 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: 2.34% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 819.98 Cr As on 28-02-2025(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.

24.5595

10.14%

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

The scheme seeks 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 - No Lock in - Regular Plan - IDCW 08-12-2015 10.9 15.65 7.13 16.02 -
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 23.46 28.57 19.01 - -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 13.63 16.74 11.88 15.26 11.39
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 10.9 15.65 7.13 16.02 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 10.9 15.65 7.13 16.02 -
HDFC Childrens Fund - Growth Plan 02-03-2001 8.14 18.75 15.19 22.95 12.89
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 7.49 25.12 15.77 21.7 11.55
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 7.49 20.2 10.84 22.39 11.36
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 7.33 - - - -
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 5.27 19.01 12.19 23.55 10.47

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

9.57%

Others

33.17%

Large Cap

48.59%

Mid Cap

8.69%

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