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Axis Children's Fund - Lock in - Direct Growth
★★★★★ monitor_heart Health Score: 42/100 · WeakAxis Mutual Fund · Solution Oriented · Childrens Fund
₹29.72
AUM: ₹872 Cr
NAV updated 26 days ago
Plan
Direct
Option
Growth
Risk
—
Expense Ratio
1.55%
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
-0.55
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
+1.83%
3m
+5.12%
6m
-1.74%
1y
+0.68%
3y
+9.99%
5y
+8.49%
10y
+11.06%
since inception
+10.9%
rate_review 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 Childrens Fund 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 42/100.
Cost: At 1.55%, the expense ratio runs 11% above the Childrens Fund category average of 1.4%. 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 -0.55 — 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, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Solution Oriented fund.
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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates 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 ₹29.72. NAV is updated every business day after market close by AMFI.
1Y: 0.68% · 3Y CAGR: 9.99% · 5Y CAGR: 8.49%
The expense ratio is 1.55% per annum — the annual fee deducted from your investment to cover fund management costs.
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 a moderate risk fund. Suitable for investors with a moderate risk appetite.
Axis Children's Fund - Lock in - Direct Growth is a Childrens Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Axis Children's Fund - Lock in - Direct Growth is ₹873 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.