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Axis Children's Fund-Compulsory Lock in Direct Growth

Growth
29.200.52% (-0.15)
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

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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
1.700.27

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

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

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 in9.30%14.00%11.91%
UTI Children's Hybrid Fund-Scholarship-Direct plan204.10%101.38%
SBI Magnum Children's Benefit Fund-Investment Plan14.15%25.28%36.69%
ICICI Pru Child Care Fund-Gift Plan5.80%22.09%14.61%

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

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Axis Children's Fund-Compulsory Lock in Asset Allocation

Axis Children's Fund-Compulsory Lock in Asset Allocation

Actual

Target

Sep 2024

Nov 2024

Mar 2025

May 2025

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

Sep 2024

Nov 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 & ConsultingG-SecPrivate BanksOthers53.84 %4.80 %5.75 %10.24 %11.68 %13.69 %

Sep 2024

Nov 2024

Mar 2025

May 2025

Tickertape Separator

Axis Children's Fund-Compulsory Lock in Sector Weightage

Axis Children's Fund-Compulsory Lock in Sector Weightage

Mar 24May 24Sep 24Nov 24Mar 25May 2518.37%12.71%0.00%14.39%11.63%13.69%
Others as a % of total holdings for last six quarters
Tickertape Separator

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

    68

  • Total AUM

    ₹ 3,19,930.92 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

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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

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Axis Children's Fund-Compulsory Lock in FAQs

Axis Children's Fund-Compulsory Lock in FAQs

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

    The Current NAV of Axis Children's Fund-Compulsory Lock in is ₹29.20, as of 13th June 2025

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

    The Axis Children's Fund-Compulsory Lock in has been there since 8th December 2015
    • 1 Year Returns: 9.30
    • 3 Year Returns: 14.00
    • 5 Year Returns: 16.37

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

    The top sectors Axis Children's Fund-Compulsory Lock in has invested in are as for 8th 12 2015 are as follows -
    • Others | 13.69%
    • Private Banks | 11.68%
    • G-Sec | 10.24%
    • IT Services & Consulting | 5.75%
    • Public Banks | 4.80%

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

    The top 5 holdings for Axis Children's Fund-Compulsory Lock in are
    • 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%

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

    The Axis Children's Fund-Compulsory Lock in is a plan that invests
    • Equity | 69.20%
    • Government Securities | 19.57%
    • Corporate Debt | 8.80%
    • Cash & Equivalents | 1.39%
    • REITs & InvIT | 1.04%

  6. How to invest in Axis Children's Fund-Compulsory Lock in?

    If you wish to invest in Axis Children's Fund-Compulsory Lock in Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Axis Children's Fund-Compulsory Lock in
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Axis Children's Fund-Compulsory Lock in is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

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

    The AUM of Axis Children's Fund-Compulsory Lock in is 908.42 Cr as of 13th June 2025

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

    The expense ratio of Axis Children's Fund-Compulsory Lock in Plan is 1.30

  9. How to exit Axis Children's Fund-Compulsory Lock in?

    If you have invested in Axis Children's Fund-Compulsory Lock in, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

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

    There is a lock in period of 5 for Axis Children's Fund-Compulsory Lock in

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

    The alpha ratio for the Axis Children's Fund-Compulsory Lock in is N/A

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  12. 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.

  13. 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 an investment, such as 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.

  14. 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 is a measure of risk-adjusted return for an investment, such as a mutual fund.

  15. What is the Price to Earnings (PE) of Axis Children's Fund-Compulsory Lock in?

    The PE ratio (price-to-earnings) of the Axis Children's Fund-Compulsory Lock in is N/A while category PE ratio is N/A

  16. 1. Test MF FAQ for Mutual Fund Axis Children's Fund-Compulsory Lock in Shares?

    The Current NAV of Axis Children's Fund-Compulsory Lock in is ₹29.20, as of 13th June 2025

  17. 5. Test MF FAQ Is there any lock-in period for Axis Children's Fund-Compulsory Lock in Plan?

    There is a lock in period of 5 for Axis Children's Fund-Compulsory Lock in