- Mutual Funds
- Axis Mutual Fund
- Axis Children s Gift Lock in fund (Growth)
Axis Children s Gift Lock in fund (Growth)
₹ 21.5727
NAV (Dec 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.5727
NAV (Dec 6)
Fund Returns
Last 1Y | 7.6% |
Last 3Y | 10.4% |
Last 5Y | 11.4% |
Last 10Y | NA |
Since Inception | 10% |
6 Month CAGR | 7.3% |
Scheme Information
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 | 2.33 |
Launched (8y ago) | Dec 08, 2015 |
AUM in Crores | 739.691 |
ISIN | INF846K01WJ1 |
Lock-in | 5 |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.8 |
Standard Deviation (5yr) | 14.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.496 |
Sharpe Ratio (5yr) | 0.444 |
YTM | 7.44 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Children s Gift Lock in fund (Growth) | 9,69,514 | 2,36,902 | 11.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
7.38% govt stock 2027
12.2%bajaj finance ltd
5.5%hdfc bank ltd
5.1%icici bank ltd
4.7%reliance industries ltd
4.3%Allocation by Sector
financial services
22%basic materials
10%consumer cyclical
8.4%technology
7.6%consumer defensive
6.3%Comparison with Solution Oriented Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 2,553 cr | ||
₹ 163 cr | ||
₹ 799 cr | ||
₹ 471 cr | ||
₹ 1,733 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 7.8% | ||
5% | 7% | ||
5.3% | 7.9% | ||
5.6% | 7% | ||
4.5% | 7.5% |
Axis Children s Gift Lock in fund (G) Review
Axis Children s Gift Lock in fund (G) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 10% over a period of 7 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Hardik Shah, Jayesh Sundar, R Sivakumar.
Nav of Axis Children s Gift Lock in fund (G) as of 12/6/2023 is ₹21.57 with the total AUM as of 12/7/2023 is ₹739.691. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Children s Gift Lock in fund (G) 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 fund (G) 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 fund (G)?
How to invest in Axis Children s Gift Lock in fund (G)?
You can invest in Axis Children s Gift Lock in fund (G) 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 fund (G)?
The minimum sip amount for Axis Children s Gift Lock in fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Children s Gift Lock in fund (G) good to invest in?
As per Scripbox experts, Axis Children s Gift Lock in fund (G) is a Not Reviewed Yet fund. You can investAxis Children s Gift Lock in fund (G) 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 fund (G)?
The expense ratio of the Axis Children s Gift Lock in fund (G) is 2.33% for regular plan.