Axis Childrens Fund - Lock in - Regular Plan - IDCW
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Fund Manager: Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N |
Childrens Fund |
NIFTY 50 Hybrid Composite Debt 65:35 Index
NAV as on 03-09-2025
AUM as on
Rtn ( Since Inception )
10.2%
Inception Date
Dec 08, 2015
Expense Ratio
2.29%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
100
Min. SIP Amount
1000
Risk Status
very high
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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -0.09 | 10.6 | -0.11 | 8.96 | 12.45 | 0.0 |
| AK Hybrid Aggressive TRI | -4.72 | -6.02 | 4.43 | 10.35 | 15.01 | 9.91 |
| Childrens Fund | 1.53 | 13.33 | -1.19 | 13.44 | 15.13 | 11.71 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Axis Childrens Fund - Lock in - Regular Plan - IDCW | 91.41 | 2.29 | -0.11 | 8.96 | 12.45 | 0.0 |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 12.86 | 1.22 | 3.74 | 12.33 | 13.06 | 11.66 |
| SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 403.49 | 1.87 | 3.7 | 21.88 | 0.0 | 0.0 |
| ICICI Prudential Childrens Fund - Regular Plan | 139.32 | 2.18 | 2.86 | 18.37 | 18.79 | 12.72 |
| Union Childrens Fund - Regular Plan - Growth Option | 7.31 | 2.42 | 0.16 | 0.0 | 0.0 | 0.0 |
| Axis Childrens Fund - Lock in - Regular Growth | 91.41 | 2.29 | -0.11 | 8.96 | 12.45 | 0.0 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 91.41 | 2.29 | -0.11 | 8.96 | 12.45 | 0.0 |
| HDFC Childrens Fund - Growth Plan | 1,030.69 | 1.73 | -1.05 | 14.69 | 17.99 | 13.45 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 114.49 | 2.15 | -3.77 | 12.85 | 13.1 | 0.0 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 113.98 | 2.24 | -5.17 | 12.0 | 17.24 | 12.57 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 2.16 | 22.46 | 0.2 | 13.1 | 15.5 | 26.66 | -7.32 | 13.25 | 2.02 |
| S&P BSE India Bond Index | 10.84 | 11.77 | 3.96 | 3.03 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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