Axis Childrens Fund - Lock in - Regular Growth

Fund House: Axis Mutual Fund

Category: Childrens Fund

Status: Open Ended Schemes

Launch Date: 05-12-2015

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index

Total Assets: 931.8 As on (31-10-2025)

Expense Ratio: 2.29% As on (31-10-2025)

Turn over: 81.00% | Exit Load: 3% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment. 2% is payable if Units are redeemed / Switched-out after 1 year and upto 2 years from the date of allotment. 1% is payable if Units are redeemed / Switched-out after 2 years and upto 3 years from the date of allotment. Nil if Units are redeemed / switchhead-out after 3 years from the date of allotment.

NAV as on 01-12-2025

26.6516

-0.0635

CAGR Since Inception

10.31%

NIFTY 50 Hybrid Composite Debt 65:35 Index 12.4%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Childrens Fund - Lock in - Regular Growth 4.6 10.02 10.97 - 10.31
Benchmark - - - - -
Childrens Fund 4.42 13.46 15.41 11.73 13.53

Funds Manager

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N

RETURNS CALCULATORS for Axis Childrens Fund - Lock in - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Childrens Fund - Lock in - Regular Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Childrens Fund - Lock in - Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Childrens Fund Lock in Reg Gr 05-12-2015 4.6 12.19 10.02 10.97 0.0
SBI Magnum Childrens Benefit Inv Reg Gr 05-09-2020 13.41 24.35 23.37 32.3 0.0
ICICI Pru Childrens Fund Reg Plan 20-08-2001 7.32 16.47 16.99 17.33 12.45
Union Childrens Fund Reg Gr 19-12-2023 6.3 0.0 0.0 0.0 0.0
ABSL Bal Bhavishya Yojna Reg Gr 05-02-2019 6.12 12.93 13.37 12.42 0.0
Axis Childrens Fund No Lock in Reg Gr 05-12-2015 4.6 12.19 10.02 10.97 0.0
SBI Magnum Childrens Benefit Savings Reg Gr 25-01-2002 3.36 11.07 12.06 12.57 11.38
UTI Childrens Equity Reg Gr 17-02-2004 2.64 11.78 12.11 14.63 12.71
HDFC Childrens Fund Gr 02-03-2001 2.39 11.82 13.93 16.25 13.62
Tata Childrens Fund Reg Plan Gr 14-10-1995 0.45 10.05 11.96 15.67 11.35

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Childrens Fund - Lock in - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Childrens Fund - Lock in - Regular Growth 10.09 0.49 -2.12 1.07 7.36 19.1
Childrens Fund - - - - - -