Axis Children's Lock in Fund Direct Growth

Axis Children's Lock in Fund Direct Growth

Get the latest NAV of Axis Children's Lock in Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹29.41

0.3%1D

NAV as on 24 Jun 2025

11.97%/per year

Since Inception

Absolute Gain%

16 people have invested ₹ 1.5L in Axis Children's Lock in Fund Direct Growth in the last three months

Fund Performance

as on (24-Jun-25)

Period
This Fund
Hybrid Equity Index
1 Month
0.89%
-
3 Months
5.04%
-
6 Months
3.34%
-
1 Year
8.42%
-
3 Years
14.32%
-
5 Years
15.95%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Axis Children's Lock in Fund
4/5
908Cr
1.3%
8.42%
14.32%
11.97%
SBI Magnum Children's Benefit Fund Investment Direct Growth
1/5
3,589Cr
0.85%
7.87%
25.73%
36.19%
HDFC Childrens Fund Lock in Direct Growth
2/5
10,177Cr
0.87%
4.92%
19.99%
16%
Aditya Birla Sun Life Bal Bhavishya Yojna Fund Direct Growth
3/5
1,114Cr
0.91%
4.28%
19.53%
13.12%

Axis Children's Lock in Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Total Corpus

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Absolute Return

Axis Children's Lock in Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 70.2%

Debt & Cash 29.8%

Large cap
48.9%

Mid cap
10.6%

Small cap
9.7%

Axis Children's Lock in Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 70.2%

Debt & Cash 29.8%

Financial Services
31.9%
Consumer Cyclical
12.9%
Health
12.1%
Industrial
10.3%
Tech
10%
Basic Materials
7.4%
Energy
7.2%
Real Estate
3.3%
Communication
2.3%
Consumer Defensive
1.6%
Utilities
1%

Top 3 Sectors in May were Government, Financial Services & Corporate

May'25

Government

66%

Financial Services

35%

Corporate

26%

Apr'25

Government

64%

Financial Services

36%

Corporate

15%

Axis Children's Lock in Fund Holdings Details

as on (31-May-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
5.45%
0%
ICICI Bank Ltd
5.38%
0%
Reliance Industries Ltd
3.88%
2.6%
Infosys Ltd
3.66%
6.6%
Bajaj Finance Ltd
2.47%
0%

Axis Children's Lock in Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.3%
Benchmark
Nifty 50 TR INR
AUM₹908 Cr
Inception Date8 December, 2015
Min Lumpsum/SIP₹5000/₹1000
Exit Load
3.0%
Lock In5 Years
TurnOver
79.77%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Axis Children's Lock in Fund

Axis Children's Lock in Fund Direct Growth is a hybrid fund. This fund was started on 8 December, 2015. The fund is managed by Hardik Shah, Devang Shah. This fund gives you the benefit of diversification.

Key Parameters

  1. Axis Children's Lock in Fund Direct Growth has ₹908 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 1.3.

Returns

Axis Children's Lock in Fund Direct Growth has given a CAGR return of 11.97% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.42%, 14.32% and 15.95% respectively.

Holdings

Axis Children's Lock in Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Health, Industrial, Tech, Consumer Cyclical, Cash Equivalent, Energy, Basic Materials, Communication, Real Estate, Utilities, Consumer Defensive.

Taxation

As it is a children mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Axis Children's Lock in Fund Direct Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. There is a lock in period for Axis Children's Lock in Fund Direct Growth of 5 Years

Fund Manager

Hardik Shah

Fund Manager of Axis Children's Lock in Fund Direct Growth, since 1 February 2023

Devang Shah

Fund Manager of Axis Children's Lock in Fund Direct Growth, since 5 April 2024

Learn more about Axis Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 908.4 Cr
₹ 885.7 Cr
₹ 865.1 Cr
  • AUM of the fund stands at 908.4 Cr as of May'25
  • AUM increased by 22.7 Cr between May'25 and Apr'25

Frequently Asked Questions for Axis Children's Lock in Fund Direct Growth

How do I invest in Axis Children's Lock in Fund?

INDmoney makes it simple to invest in the Axis Children's Lock in Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Children's Lock in Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Children's Lock in Fund?

The NAV of the fund today is ₹29.41. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Children's Lock in Fund fund has generated a return of 8.42% in 1 year, 14.32% in 3 years, 15.95% in 5 years.

Who is the fund manager of Axis Children's Lock in Fund?

The fund managers are Hardik Shah, Devang Shah.

What is the exit load of the fund?

The exit load is 3% if redeemed in 0-1 Years, 2% if redeemed in 1-2 Years, 1% if redeemed in 2-3 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.30%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹908 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Children's Lock in Fund?

The top 3 holdings of the fund are 7.1% Govt Stock 2034(5.8%), HDFC Bank Ltd(5.45%), ICICI Bank Ltd(5.38%)