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Axis Children's Fund-Compulsory Lock in Direct Growth

Growth
29.290.36% (-0.11)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Other

Solution Oriented - Children's Fund

Mid-size Fund

Assets Under Mgmt: ₹ 885 Cr

High Risk

Principle investment will be at high risk

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Other

Solution Oriented - Children's Fund

Mid-size Fund

Assets Under Mgmt: ₹ 885 Cr

High Risk

Principle investment will be at high risk

Axis Children's Fund-Compulsory Lock in Performance & Key Metrics

Axis Children's Fund-Compulsory Lock in Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.300.46
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.710.29

Axis Children's Fund-Compulsory Lock in Scheme InfoAxis Children's Fund-Compulsory Lock in Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth5 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index

About Solution Oriented - Children's Fund

About Solution Oriented - Children's Fund

Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

Axis Children's Fund-Compulsory Lock in Peers

Axis Children's Fund-Compulsory Lock in Peers & Comparison

Comparing 3 mutual funds from 
OtherSolution Oriented - Children's Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Children's Fund-Compulsory Lock in9.07%14.86%11.94%
UTI Children's Hybrid Fund-Scholarship-Direct plan
SBI Magnum Children's Benefit Fund-Investment Plan14.07%26.31%36.61%
ICICI Pru Child Care Fund-Gift Plan5.87%23.52%14.67%

Axis Children's Fund-Compulsory Lock in Returns Comparison

Compare Axis Children's Fund-Compulsory Lock in with any MF, ETF, stock or index
Compare Axis Children's Fund-Compulsory Lock in with any MF, ETF, stock or index
Axis Children's Fund-Compulsory Lock in
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Axis Children's Fund-Compulsory Lock in Portfolio

Axis Children's Fund-Compulsory Lock in Asset Allocation

Axis Children's Fund-Compulsory Lock in Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
REITs & InvITCash & EquivalentsCorporate DebtGovernment SecuritiesEquity1.04%1.39%8.80%19.57%69.20%

Sep 2024

Dec 2024

Mar 2025

May 2025

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Axis Children's Fund-Compulsory Lock in Sector Distribution

Axis Children's Fund-Compulsory Lock in Sector Distribution

+30 morePublic BanksIT Services & ConsultingSpecialized FinancePrivate BanksG-Sec51.21 %4.80 %5.75 %6.42 %12.25 %19.57 %

Sep 2024

Dec 2024

Mar 2025

May 2025

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Axis Children's Fund-Compulsory Lock in Sector Weightage

Axis Children's Fund-Compulsory Lock in Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2521.88%16.12%18.69%19.37%20.28%19.57%
G-Sec as a % of total holdings for last six quarters
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Axis Children's Fund-Compulsory Lock in Current Holdings

Axis Children's Fund-Compulsory Lock in Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Axis Children's Fund-Compulsory Lock in

AMC Profile of Axis Children's Fund-Compulsory Lock in

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    71

  • Total AUM

    ₹ 3,30,786.96 Cr.

Axis Children's Fund-Compulsory Lock in Manager Details

Axis Children's Fund-Compulsory Lock in Manager Details

Axis Children's Fund-Compulsory Lock in Manager Profile

Axis Children's Fund-Compulsory Lock in Manager Profile

Jayesh Sundar

AUM:  ₹40,524.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Devang Shah

AUM:  ₹1,00,557.26 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Hardik Shah

AUM:  ₹40,085.15 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Krishnaa N

AUM:  ₹1,42,628.50 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Axis Children's Fund-Compulsory Lock in Manager Performance (0)

Axis Children's Fund-Compulsory Lock in Manager Performance (0)

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Axis Children's Fund-Compulsory Lock in Tax Implications

Axis Children's Fund-Compulsory Lock in Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

You make

(unrealised)

Axis Children's Fund-Compulsory Lock in Review & Opinions

Axis Children's Fund-Compulsory Lock in Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Axis Children's Fund-Compulsory Lock in?

    The current NAV of Axis Children's Fund-Compulsory Lock in is ₹29.29, as of 17th June 2025.

  2. What are the returns of Axis Children's Fund-Compulsory Lock in?

    The Axis Children's Fund-Compulsory Lock in was launched on 1st January 1970. This mutual fund's past returns are as follows:
    • 1 Year Returns: 9.07%
    • 3 Year Returns: 14.86%
    • 5 Year Returns: 16.47%

  3. What are the top 5 sectoral holdings of Axis Children's Fund-Compulsory Lock in?

    The top sectors Axis Children's Fund-Compulsory Lock in has invested in are as follows:
    • G-Sec | 19.57%
    • Private Banks | 12.25%
    • Specialized Finance | 6.42%
    • IT Services & Consulting | 5.75%
    • Public Banks | 4.80%
    This data is as on 17th June 2025.

  4. What are the top 5 holdings of Axis Children's Fund-Compulsory Lock in?

    The top 5 holdings for Axis Children's Fund-Compulsory Lock in are as follows:
    • 7.1% Government of India (08/04/2034) | 5.80%
    • HDFC Bank Ltd | 5.45%
    • ICICI Bank Ltd | 5.38%
    • 7.3% Government of India (19/06/2053) | 4.67%
    • 7.18% Government of India (14/08/2033) | 4.08%
    This data is as on 17th June 2025.

  5. What is the asset allocation of Axis Children's Fund-Compulsory Lock in?

    The asset allocation for Axis Children's Fund-Compulsory Lock in is as follows:
    • Equity | 69.20%
    • Government Securities | 19.57%
    • Corporate Debt | 8.80%
    • Cash & Equivalents | 1.39%
    • REITs & InvIT | 1.04%
    This data is as on 17th June 2025.

  6. What is the AUM of Axis Children's Fund-Compulsory Lock in?

    The AUM (i.e. assets under management) of Axis Children's Fund-Compulsory Lock in is ₹885.69 Cr as of 17th June 2025.

  7. What is the expense ratio of Axis Children's Fund-Compulsory Lock in?

    The expense ratio of Axis Children's Fund-Compulsory Lock in Plan is 1.30 as of 17th June 2025.

  8. Is there any lock-in period for Axis Children's Fund-Compulsory Lock in?

    The Axis Children's Fund-Compulsory Lock in has a lock-in period of 5 years.

  9. What is the volatility or standard deviation of Axis Children's Fund-Compulsory Lock in?

    The volatility or standard deviation for the Axis Children's Fund-Compulsory Lock in is 10.77

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Axis Children's Fund-Compulsory Lock in?

    The Sharpe ratio for the Axis Children's Fund-Compulsory Lock in is 0.46

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Axis Children's Fund-Compulsory Lock in?

    The Sortino Ratio for the Axis Children's Fund-Compulsory Lock in is 0.05

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.