Fund Overview

Axis Childrens Fund - Compulsory Lock-In

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Scheme Type: Solution Oriented

Fund Manager:
Mr. Jayesh Sundar + 3
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NAV as on Oct 24, 2025
₹ 30.2424
CAGR
14.23 %
AUM as on 30 Sep 2025(in Cr.)
₹ 900.68
Updated as on: September 30, 2025
Risk
Risk
Very High
An open ended fund for investment for children, having a lock-in of 5 years or till the child attains age of majority (whichever is earlier)

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.

Benefits of

This Children's Fund helps you invest in the name of a child for future of the child's say education, marriage or any other long term purpose.

Anyone can “gift” such an investment to a minor in the name of the minor.

Asset Allocation Benefit - Money is invested in equities; therefore, it holds great potential for long-term wealth creation. Since a portion of money is also invested in debt & money market instruments, it gives the much-needed cushion in terms of relatively less volatility.

Bring discipline of thinking from a long term perspective.

Fund Manager

Fund Manager
Mr. Jayesh Sundar
Managing this fund since 28th Sep 2023
22
Years
Work Experience
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Fund Manager
Mr. Devang Shah
Managing this fund since 05th Apr 2024
21
Years
Work Experience
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Fund Manager
Mr. Hardik Shah
Managing this fund since 01th Feb 2023
16
Years
Work Experience
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Fund Manager
Ms. Krishnaa N
Managing this fund since 16th Dec 2024
6
Years
Work Experience
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Entry Load

NA

Exit Load

Under Compulsory Lock-in: No exit load post lock-in period
Under No Lock-in:
An Exit Load of 3% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment.
An Exit Load of 2% is payable if Units are redeemed / Switched-out after 1 year and upto 2 years from the date of allotment.
An Exit Load of 1% is payable if Units are redeemed / Switched-out after 2 years and upto 3 years from the date of allotment.
Nil if Units are redeemed / switchhead-out after 3 years from the date of allotment.
Statistical Measures (3 Years)
Average Maturity@*
6.16 years
Modified Duration@*
4.59 years
Mac D
4.80 years
Portfolio Yield (Yield to Maturity&) - Monthly
7.09%
Disclaimer: @ Based on debt portfolio only. * For instruments with put/call option, the put/call date has been taken as the maturity date. & The yield to maturity given above is based on the portfolio of funds as on date given above. This should not be taken as an indication of the returns that maybe generated by the fund and the securities bought by the fund may or may not be held till their respective maturities. The calculation is based on the invested corpus of the debt portfolio. In case of semi annual YTM, it will be annualised
Updated as on:
This product is suitable for investors who are seeking*
  • Capital appreciation & generating income over long term.
  • Investment in debt and money market instruments as well as equity and equity related instruments.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Riskometer
Axis Childrens Fund - Compulsory Lock-In
The risk of the scheme is Very High
Riskometer
NIFTY 50 Hybrid Composite Debt 65:35 Index
The risk of the benchmark is High
Minimum Investment Amount
  • Lumpsum Investment :
     ₹ 5000
  • Additional Investment :
     ₹ 100
  • Systematic Investment :
     ₹ 1000

Goal Planning

Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. With proper planning a lot of this can be managed. Savings, on their own are not enough. And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions.
goal feature

Access all the goal features and benefits at No Cost.

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Choose your goal

Let your money work for your goals.
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Asset Cap Mix

Equity (72.46%)
InvIT (0.54%)
Debt/Cash (27.00%)

Market Cap Mix

Large Cap (73.64%)
Mid Cap (13.80%)
Small Cap (12.56%)

Issuers

Top 10 Issuers
% Of Net Assets
7.1% GOI (MD 08/04/2034)
8.57
HDFC Bank Limited
5.95
Reliance Industries Limited
4.86
ICICI Bank Limited
4.58
State Bank of India
3.65
Infosys Limited
3.65
7.18% GOI (MD 14/08/2033)
2.87
Larsen & Toubro Limited
2.40
Mahindra & Mahindra Limited
2.31
Bajaj Finance Limited
2.26

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Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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