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Axis Children's Fund - Lock in - Direct Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 44/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)10.19%
- Expense ratio (20%)1.47%
- AUM (15%)₹906 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Hybrid · Aggressive Hybrid
₹30.53
AUM: ₹905 Cr
NAV updated 29 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.47%
Exit Load
Exit load of 3% if units are redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years.
Fund Manager
R Sivakumar, Ashish Naik
Inception
Dec 2015
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
Sharpe Ratio
-0.18
Std Dev (1Y)
10.22%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.89%
3m
+4.51%
6m
+2.21%
1y
+5.24%
3y
+10.19%
5y
+7.66%
10y
+10.79%
since inception
+10.97%
TopFund's Take on Axis Children's Fund - Lock in - Direct Growth
Axis Children's Fund - Lock in - Direct Growth lags behind most of its peers in the Aggressive Hybrid category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 44/100.
Cost: At 1.47%, the expense ratio runs 69% above the Aggressive Hybrid category average of 0.87%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.18 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.22% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Children's Fund - Lock in - Direct Growth
The current NAV (Net Asset Value) of Axis Children's Fund - Lock in - Direct Growth is ₹30.53. NAV is updated every business day after market close by AMFI.
1Y: 5.24% · 3Y CAGR: 10.19% · 5Y CAGR: 7.66%
The expense ratio of Axis Children's Fund - Lock in - Direct Growth is 1.47% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Children's Fund - Lock in - Direct Growth is managed by R Sivakumar, Ashish Naik at Axis Mutual Fund.
Axis Children's Fund - Lock in - Direct Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Axis Children's Fund - Lock in - Direct Growth is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Children's Fund - Lock in - Direct Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Children's Fund - Lock in - Direct Growth is ₹906 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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