Axis Children's Fund

Q: What is the lock-in period for this fund?

Axis Childrenâs Fund has a mandatory lock-in period of 5 years or until the child turns 18, whichever is later. This ensures disciplined, goal-oriented investing.

Axis Children’s Fund Direct–Compulsory Lock-in Growth is a hybrid mutual fund tailored for long-term child-focused goals. Launched in November 2015, the fund manages ₹908 Crores in assets (as of March 2025) and has delivered an average annual return of 11.96% since inception. With 69.20% allocation to equity and 28.69% to debt, it combines growth potential with stability, making it suitable for parents planning for future education or life milestones.

About Axis Children's Fund

Axis Children’s Fund has delivered an average annual return of 11.96% since inception, with a one-year return of 8.42% as of June 24, 2025. It follows a hybrid investment strategy, allocating 69.20% to equity and 28.69% to debt, aiming to balance growth with some stability. With a Net Asset Value (NAV) of ₹29.41 and an expense ratio of 1.3%, this child investment plan is ideal for long-term investors planning for a child’s education or other milestones.

Highlights Axis Children's Fund

Performance & Consistency: The fund has doubled investor money every 5 years, though its consistency and downside protection are lower compared to peers in the same category.

Sector Allocation: The fund’s equity portfolio is primarily diversified across Financials, Healthcare, Energy, Technology, and Capital Goods. However, it has relatively lower exposure to Financial and Healthcare sectors than other schemes in the category.

Debt Quality: The fund’s debt allocation carries lower credit quality, which may suggest higher risk on the fixed-income side.

Top Holdings: Its top five holdings include Government of India bonds (GOI), ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd., and Bajaj Finance Ltd., reflecting a mix of government and blue-chip investments.

Lock-in Feature: This scheme has a compulsory lock-in period, reinforcing long-term investing discipline for child-focused goals.

Key Information About Axis Children's Fund

Fund House

Axis Mutual Fund

Date of Incorporation

Nov 18, 2015

Total AUM

₹908 Crs

Fund Benchmark

NIFTY 50 Hybrid Composite Debt 65:35

NAV of the Fund

₹29.41 (as of 24 June 2025)

Min. SIP Investment

SIP ₹1000 & Lump. ₹5000

Expense Ratio

1.3%

Returns since inception

11.96% p.a

Risk Level

Very High

Investment Objective

The scheme seeks to generate income by investing in debt & money market instruments, along with long-term capital appreciation through investments in equity & equity-related instruments.

Top Fund Managers

Hardik Shah
Jayesh Sundar
Devang Shah

Top 10 Holdings of Axis Children's Fund

Name

Sector

Assets

GOI

Sovereign

5.80%

HDFC Bank Ltd.

Financial

5.45%

ICICI Bank Ltd.

Financial

5.38%

GOI

Sovereign

4.67%

GOI

Sovereign

4.08%

Reliance Industries Ltd.

Energy

3.88%

Infosys Ltd.

Technology

3.66%

Bajaj Finance Ltd.

Financial

2.47%

GOI

Sovereign

2.34%

Mahindra & Mahindra Ltd.

Automobile

2.30%

FAQs

What is the lock-in period for this fund?

Axis Children’s Fund has a mandatory lock-in period of 5 years or until the child turns 18, whichever is later. This ensures disciplined, goal-oriented investing.

What is the fund’s performance history?

As of June 2025, the fund has delivered 8.42% returns in the last year and has maintained an average annual return of 11.96% since its launch in November 2015.

How is the fund allocated between equity and debt?

The fund currently invests around 69.20% in equity and 28.69% in debt, offering a balanced approach to growth and stability.

Is the Axis Children’s Fund suitable for short-term goals?

No, this fund is for long-term financial planning. The lock-in period and asset mix make it more suitable for goals like higher education or marriage, not for short-term liquidity needs.

Years	1Y	3Y	5Y	All
Fund returns	8.4%	14.3%	15.9%	12.0%

Sector	Allocation (%)
Financial	33.8%
Technology	12.3%
Industrials	12.0%
Healthcare	11.5%
Energy & Utilities	9.7%
Consumer Discretionary	9.7%
Materials	6.6%
Real Estate	2.8%
Consumer Staples	1.7%

Category	Percentage/Details
Expense Ratio	1.3%
Exit Load	3.0%

About Axis Children's Fund

Highlights Axis Children's Fund

Key Information About Axis Children's Fund

Performance of Axis Children's Fund

Top 10 Holdings of Axis Children's Fund

Sector Allocation of Axis Children's Fund

Expense Ratio, Exit Load and Taxation of the Axis Children's Fund

FAQs

What is the lock-in period for this fund?

What is the fund’s performance history?

How is the fund allocated between equity and debt?

Is the Axis Children’s Fund suitable for short-term goals?

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