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Axis Children's Fund-Compulsory Lock in(IDCW)

IDCW
28.481.20% (-0.34)

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Axis Children's Fund-Compulsory Lock in(IDCW)

IDCW
OtherSolution Oriented - Children's Fund
Mid-size FundAssets Under Mgmt: ₹ 900 Cr
High RiskPrinciple investment will be at high risk
28.481.20% (-0.34)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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OtherSolution Oriented - Children's Fund
Mid-size FundAssets Under Mgmt: ₹ 900 Cr
High RiskPrinciple investment will be at high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.26—1.39
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.64—1.49

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW5 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index

About Solution Oriented - Children's Fund

Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

Peers & Comparison

Comparing 2 mutual funds from 
OtherSolution Oriented - Children's Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Children's Fund-Compulsory Lock in(IDCW)17.89%8.87%12.27%
Aditya Birla SL Bal Bhavishya Yojna(IDCW-Reinv)11.24%12.57%12.46%
Union Children's Fund(IDCW)22.20%—22.07%

Price Comparison

Compare Axis Children's Fund-Compulsory Lock in(IDCW) with any MF, ETF, stock or index
Compare Axis Children's Fund-Compulsory Lock in(IDCW) with any MF, ETF, stock or index
Axis Children's Fund-Compulsory Lock in(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
+1 moreTreasury BillsCash & EquivalentsCorporate DebtGovernment SecuritiesEquity0.55%1.10%2.04%6.43%18.07%71.81%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+30 morePharmaceuticalsPublic BanksIT Services & ConsultingPrivate BanksG-Sec52.15 %4.62 %4.72 %7.20 %12.14 %19.17 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2422.76%17.93%21.88%16.12%18.69%19.17%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.35 %

    Holdings

    5.25 %

    0.35 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.66 %

    Holdings

    5.08 %

    0.66 %
  • Infosys Ltd
    INFY
    3M change : -0.13 %

    Holdings

    4.12 %

    -0.13 %

AMC Profile

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    71

  • Total AUM

    ₹ 3,17,448.36 Cr.

Fund Manager Profile

Jayesh Sundar

AUM:  ₹40,341.48 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Devang Shah

AUM:  ₹90,320.02 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Hardik Shah

AUM:  ₹37,271.41 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Krishnaa N

AUM:  ₹1,42,711.40 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

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One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

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(unrealised)

Opinions and Fund Reviews

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