Axis Children's Regular Lock in Growth
- Children
- Solutions Oriented
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹828.93 Cr
Expense Ratio
2.34%
Exit Load
3.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
8 Dec 2015
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.16% | -- |
| 3 Months | -3.76% | -- |
| 6 Months | -5.23% | -- |
| 1 Year | -0.97% | -0.97% |
| 2 Years | -- | +6.38% |
| 3 Years | +27.82% | +8.53% |
| 5 Years | +47.55% | +8.09% |
| Since Launch | +152.48% | +9.28% |
Holdings as on 15 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| 7.10% Gs 2034 | 75.35 | 9.09 |
| Reliance Industries | 43.91 | 5.30 |
| ICICI Bank | 38.61 | 4.66 |
| HDFC Bank | 37.26 | 4.49 |
| 7.18% Gs 2033 | 35.18 | 4.24 |
| Infosys | 28.15 | 3.39 |
| State Bank of India | 26.03 | 3.14 |
| Larsen & Toubro Ltd | 21.72 | 2.62 |
| Shriram Finance Limited | 20.19 | 2.43 |
| Muthoot Finance Limited | 20.02 | 2.41 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.31
Sharpe Ratio
10.92%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Children's Equity Fund Regular Plan Growth | -4.33% | +10.25% | +9.86% |
| Tata Children’s Fund [After 7 years] | -7.8% | +8.74% | +10.18% |
| Axis Children's Regular Lock in Growth | -0.97% | +8.53% | +8.09% |
| Axis Children's Regular No Lock in Growth | -0.97% | +8.53% | +8.09% |
| SBI Children's Benefit Fund Regular Growth | +3.93% | +11.68% | +11.1% |
Results are calculated on CAGR basis
About Fund
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 828.93 crores & has delivered CAGR of 8.09 in the last 5 years. The fund has an exit load of 3.00% and an expense ratio of 2.34%. 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 Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include 7.10% Gs 2034, Reliance Industries, ICICI Bank, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations, Consumer Financial Services.
Some of the similar funds are UTI Children's Equity Fund Regular Plan Growth, Tata Children’s Fund [After 7 years], Axis Children's Regular Lock in Growth, Axis Children's Regular No Lock in Growth, SBI Children's Benefit Fund Regular Growth. Axis Children's Regular Lock in Growth has a sharpe ratio of 0.31 & a standard deviation of 10.92%.
FAQs
According to the morning star rating Axis Children's Regular Lock in Growth has a Medium risk & Good return.
Axis Children's Regular Lock in Growth is managed by Devang Shah,Hardik Shah,Jayesh Sundar,Krishnaa N.
The expense ratio of Axis Children's Regular Lock in Growth is 2.34%.
The 5 year annualized return on Axis Children's Regular Lock in Growth is 8.09% & it has generated -0.97% in the last 1 year.
The minimum investment in Axis Children's Regular Lock in Growth is 5000 Rs.
Axis Children's Regular Lock in Growth has an AUM of 828.93 crores.
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