Axis Children's Regular Lock in Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.05
• Std Deviation 10.61%
• Tracking Error 0.00%

The investment objective of the scheme is to generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

The Axis Children's Regular Lock in Growth has an AUM of 891.92 crores & has delivered CAGR of 11.08% in the last 5 years. The fund has an exit load of 3.00% and an expense ratio of 2.29%. The minimum investment in Axis Children's Regular Lock in Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, 7.3% Govt Stock 2053 & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Chemical Manufacturing.

Some of the similar funds are Tata Young Citizen [After 7 years], Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth, Axis Children's Regular Lock in Growth, Axis Children's Regular No Lock in Growth, SBI Magnum Children's Benefit Fund Regular Growth. Axis Children's Regular Lock in Growth has a sharpe ratio of 0.05 & a standard deviation of 10.61%.