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Axis Childrens Gift Fund - Lock in - Regular Plan - IDCW

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Childrens Fund
Launch Date: 08-12-2015
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 2.29% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 891.86 Cr As on 31-12-2024(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.
NAV as on 21-01-2025

24.5189

-0.34 (-1.3822%)

CAGR Since Inception

10.33%

Benchmark: 12.55%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
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Returns Type:
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  Period:  

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RETURNS ANALYSIS

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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 Gift Fund - Lock in - Regular Plan - IDCW 08-12-2015 12.19 13.13 5.36 11.14 -
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 33.68 30.8 19.24 - -
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 15.92 19.39 11.68 12.62 8.64
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 14.74 15.97 10.94 13.04 11.26
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 12.19 13.13 5.36 11.14 -
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 12.19 13.13 5.36 11.14 -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 11.41 21.07 14.51 14.95 11.02
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 11.37 - - - -
HDFC Childrens Fund - Growth Plan 05-03-2001 10.76 19.14 14.34 17.23 12.81
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 8.99 16.61 10.02 11.25 -

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

13.15%

Others

28.81%

Large Cap

48.39%

Mid Cap

9.63%

Scheme Documents

There are no scheme documents available

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