Axis Children's Fund - Lock in - Regular Growth
Axis Mutual Fund · AMFI Code 135759
Returns Trail
Trailing returns. ≥1Y figures are annualised (CAGR).
| Period | 1D | 5D | 1M | 3M | 6M | 1Y | 3YCAGR | 5YCAGR | 10YCAGR |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.31% | -1.38% | -1.65% | -1.53% | -4.29% | -2.33% | +8.00% | +6.87% | +9.22% |
| Category Median | -0.25% | -1.38% | -1.51% | -0.20% | -3.55% | +0.22% | +8.86% | +8.23% | +9.22% |
Past performance does not guarantee future returns. Returns are net of expenses but do not account for taxes or exit loads. Mutual fund investments are subject to market risks.
NAV History
Daily NAV from AMFI. Use the range buttons to zoom in.
NAV data sourced from AMFI via the public MFAPI feed. Axis Children's Fund - Lock in - Regular Growth · AMFI 135759.
Calendar-Year Returns
Year-by-year performance (Jan – Dec, absolute, not annualised).
Portfolio Allocation
Asset Mix
- Equity70.3%
- Debt27.5%
- Cash & Equivalents1.6%
Market-Cap Split
- Large Cap53.4%
- Mid Cap7.4%
- Small Cap9.5%
Concentration
- Top 3 holdings18.6%
- Top 5 holdings27.0%
- Top 10 holdings40.6%
- Top 20 holdings56.6%
- Total holdings: 109
Risk Profile
Risk-adjusted return — excess return per unit of total volatility. Higher is better.
Like Sharpe, but penalises only downside volatility. Higher is better.
Annualised standard deviation of daily returns. Lower means a smoother ride.
Largest peak-to-trough loss over the period. A measure of worst-case downside.
Fund Manager
Manager-level attribution is being added shortly. In the meantime, this scheme is run by the Axis Mutual Fund investment team under their stated investment process and benchmark.
Scheme Information
- AMFI Code
- 135759
- Scheme Name
- Axis Children's Fund - Lock in - Regular Growth
- AMC
- Axis Mutual Fund
- Category (AMFI)
- Other
- Sub-category
- Children’s Fund
- External Category
- Childrens Fund
- Launch Date
- 08 Dec 2015
- TER
- 2.55%
- Riskometer
- Very High
- Benchmark
- —
- Exit Load
- —
- ISIN
- —
Peers in Childrens Fund
Top 8 schemes by AUM. Current fund highlighted in brand colour.
| Scheme | AUM | 1Y | 3Y CAGR | Sharpe | TER |
|---|---|---|---|---|---|
Axis Children's Fund - Lock in - Regular GrowthThis Fund Axis Mutual Fund | ₹882 Cr | -2.33% | +8.00% | 0.21 | 2.55% |
HDFC Childrens Fund - Growth Plan HDFC Mutual Fund | ₹10.2K Cr | -5.08% | +8.88% | 0.48 | 1.74% |
SBI Children's Fund - Investment Plan - Regular Plan - Growth SBI Mutual Fund | ₹6.1K Cr | +15.94% | +22.12% | 1.66 | 3.22% |
UTI Children's Hybrid Fund - Regular Plan UTI Mutual Fund | ₹4.3K Cr | -2.25% | +7.01% | 0.18 | 1.61% |
ICICI Prudential Children's Fund - Regular Plan ICICI Prudential Mutual Fund | ₹1.4K Cr | +1.77% | +15.33% | 0.55 | 2.82% |
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH Aditya Birla Sun Life Mutual Fund | ₹1.2K Cr | +2.79% | +12.15% | 0.23 | 2.16% |
UTI Children's Equity Fund - Regular Plan - Growth Option UTI Mutual Fund | ₹1.1K Cr | -5.80% | +8.86% | 0.23 | 2.16% |
Axis Children's Fund - No Lock in - Regular Plan - Growth Axis Mutual Fund | ₹882 Cr | -2.33% | +8.00% | 0.21 | 2.55% |
Tata Childrens Fund -Regular Plan-Growth Option Tata Mutual Fund | ₹331 Cr | -10.03% | +7.16% | -0.05 | 2.46% |
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Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.