Axis Children's Regular No Lock in Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.48
• Std Deviation 9.15%
• 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 No Lock in Growth has an AUM of 898.21 crores & has delivered CAGR of 8.95% 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 No 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 & Good respectively.

The top holdings of the fund include 7.1% Govt Stock 2034, Reliance Industries, HDFC Bank & ICICI 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 No Lock in Growth, Axis Children's Regular Lock in Growth, SBI Children's Benefit Fund Regular Growth. Axis Children's Regular No Lock in Growth has a sharpe ratio of 0.48 & a standard deviation of 9.15%.