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  • Axis Children s Gift Lock in Pyt fund (PIDCW-A)
Axis Mutual Fund

Axis Children s Gift Lock in Pyt fund (PIDCW-A)

Solution OrientedChildrens Fund

22.2664

NAV (Apr 16)

11.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.2664

NAV (Apr 16)

Fund Returns

Last 1Y
15.8%
Last 3Y
9.4%
Last 5Y
11.2%
Last 10Y
NA
Since Inception
10.1%
6 Month CAGR
6.3%

Scheme Information

Investment Objective

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.

Expense Ratio
2.36
Launched (9y ago)
Dec 08, 2015
AUM in Crores
797.400
ISIN
INF846K01WK9
Lock-in
5
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.3
Standard Deviation (5yr)
14.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.389
Sharpe Ratio (5yr)
0.474
YTM
7.31
Fund Managers

Devang Shah

Fund Manager

Hardik Shah

Fund Manager

Jayesh Sundar

Fund Manager

Ashish Naik

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Children s Gift Lock in Pyt fund (PIDCW-A)70%9,64,561 2,31,94911.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-16

Top Stock Holdings

7.18% govt stock 2037

12.6%
12.6%

icici bank ltd

5.3%
5.3%

hdfc bank ltd

4.7%
4.7%

7.25% govt stock 2063

4.5%
4.5%

reliance industries ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

20.5%
20.5%

consumer cyclical

9.7%
9.7%

basic materials

8.5%
8.5%

technology

7.8%
7.8%

healthcare

7%
7%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 3,003 cr

₹ 127 cr

₹ 940 cr

₹ 497 cr

₹ 1,918 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 272,718 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5%

7.9%

5.5%

7%

5.8%

7%

5.9%

8%

-

4.9%

Axis Children s Gift Lock in Pyt fund (PIDCW-A) Review

Axis Children s Gift Lock in Pyt fund (PIDCW-A) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 10.1% over a period of 8 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Devang Shah, Hardik Shah, Jayesh Sundar.

Nav of Axis Children s Gift Lock in Pyt fund (PIDCW-A) as of 4/16/2024 is ₹22.27 with the total AUM as of 4/18/2024 is ₹797.4. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Children s Gift Lock in Pyt fund (PIDCW-A) was launched on Dec 08, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Children s Gift Lock in Pyt fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Axis Children s Gift Lock in Pyt fund (PIDCW-A)?

Axis Children s Gift Lock in Pyt fund (PIDCW-A) is a Childrens Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Children s Gift Lock in Pyt fund (PIDCW-A)?

You can invest in Axis Children s Gift Lock in Pyt fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Children s Gift Lock in Pyt fund (PIDCW-A)?

The minimum sip amount for Axis Children s Gift Lock in Pyt fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Children s Gift Lock in Pyt fund (PIDCW-A) good to invest in?

As per Scripbox experts, Axis Children s Gift Lock in Pyt fund (PIDCW-A) is a Not Reviewed Yet fund. You can investAxis Children s Gift Lock in Pyt fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Children s Gift Lock in Pyt fund (PIDCW-A)?

The expense ratio of the Axis Children s Gift Lock in Pyt fund (PIDCW-A) is 2.36% for regular plan.