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  • Axis Children s Gift Lock in fund (Growth)
Axis Mutual Fund

Axis Children s Gift Lock in fund (Growth)

Solution OrientedChildrens Fund

19.9453

NAV (Dec 02)

10.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals

Plans that will help you to achieve your life goals across multiple time frames.?

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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

19.9453

NAV (Dec 2)

Fund Returns

Last 1Y

-3.4%

Last 3Y

12%

Last 5Y

10.2%

Last 10Y

NA

Since Inception

10.4%

6 Month CAGR

6.4%

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

2.4

Launched (7y ago)

Dec 08, 2015

AUM in Crores

716.239

ISIN

INF846K01WJ1

Lock-in

5

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17

Standard Deviation (5yr)

14.8

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.08

Fund Managers

Kaustubh Sule

Fund Manager

R Sivakumar

Fund Manager

Ashish Naik

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

clearing corporation of india ltd

8.8%
8.8%

icici bank ltd

6.1%
6.1%

bajaj finance ltd

5.4%
5.4%

avenue supermarts ltd

5.1%
5.1%

7.42 9/22/2033 12:00:00 am

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

25.7%
25.7%

technology

9.1%
9.1%

consumer cyclical

8.8%
8.8%

basic materials

8.6%
8.6%

consumer defensive

7.1%
7.1%
See all sectors

Compare Axis Children s Gift Lock in fund (Growth)

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

₹ 2,399 cr

₹ 193 cr

₹ 642 cr

₹ 456 cr

₹ 1,647 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    8%

    4.1%

    7%

    6.5%

    8.1%

    5.7%

    7.6%

    10.8%

    4.3%

    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 10.4% over a period of 6 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Kaustubh Sule, R Sivakumar.

    Nav of Axis Children s Gift Lock in fund (G) as of 12/2/2022 is ₹19.95 with the total AUM as of 12/3/2022 is ₹716.239. 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)?

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

    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 2.4% for regular plan.