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Axis Children's Fund-Compulsory Lock in(G)-Direct Plan

Axis Children's Fund-Compulsory Lock in(G)-Direct Plan

Solution OrientedDirect GrowthHigh Risk

+7.66%

5Y annualised

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NAV : 28 Aug 2026

₹30.53

Min. SIP amount

₹1,000

Fund size (AUM)

905 Cr

Expense ratio

1.37%

Launched on

08 Dec 2015

Lock-in period

5Y

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,38,061

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank25.02%
7.1% Government Of India (08/04/2034)Government Securities5.56%
City Union Bank LimitedBank4.73%

Fund Composition

905 Cr

Large Cap

51.84%

Mid Cap

8.91%

Small Cap

9.56%

Others

29.69%

Sector Allocation

905 Cr

Bank

39.02%

Government Securities

9.48%

Corporate Debt

8.13%

Automobile & Ancillaries

5.42%

Realty

4.60%

Healthcare

4.16%

It

3.88%

Crude Oil

3.60%

Others

19.42%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

Exit load, stamp duty and tax

Exit load

If units sold on or before 0

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

JS

Jayesh Sundar

Present

DS

Devang Shah

Present

HS

Hardik Shah

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
S

SBI Children's Fund-Investment Plan(G)-Direct Plan

+22.36%
L

LIC MF Children’s Fund(G)-Direct Plan

+10.95%
A

Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan

+13.20%
B

Baroda BNP Paribas Children's Fund(G)-Direct Plan

+0.00%
S

SBI Children's Fund-Savings Plan(G)-Direct Plan

+11.82%
A

Axis Children's Fund-Compulsory Lock in(G)-Direct Plan

+10.19%
H

HDFC Children's Fund(Lock in)-Direct Plan

+9.71%
I

ICICI Pru Children's Fund(G)-Direct Plan

+14.24%

FAQs

Axis Children's Fund-Compulsory Lock in(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 08 Dec 2015. This fund is managed by Jayesh Sundar, Devang Shah, Hardik Shah and Krishnaa N. It is a Solution Oriented type of fund.

The current NAV of Axis Children's Fund-Compulsory Lock in(G)-Direct Plan is ₹30.53 (as of 28 Aug 2026).

Axis Children's Fund-Compulsory Lock in(G)-Direct Plan has delivered 5.24% in 1 year, 10.19% in 3 years, and 7.66% in 5 years (annualised).

The minimum SIP amount for Axis Children's Fund-Compulsory Lock in(G)-Direct Plan is ₹1000.

The expense ratio of Axis Children's Fund-Compulsory Lock in(G)-Direct Plan is 1.37%.

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