Should I invest in Axis Children's Fund - Lock in?

We don't give personal investment advice. Axis Children's Fund - Lock in - Direct Plan - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.2%. 5-year CAGR: 8.13%.

Axis

Axis Children's Fund - Lock in - Direct Plan - IDCW

Latest NAV

₹28.7930

As of

3 Jun 2026

2,586 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.44%	+0.30%	+0.14	3 / 9	Q2
1W	-0.95%	-1.06%	+0.11	4 / 9	Q2
2W	+0.26%	-0.71%	+0.97	3 / 9	Q2
1M	-1.31%	-1.88%	+0.56	3 / 9	Q2
3M	-2.17%	-1.77%	-0.40	6 / 9	Q3
6M	-4.61%	-4.24%	-0.37	6 / 9	Q3
YTD	-4.82%	-4.10%	-0.72	6 / 9	Q3
1Y	-1.43%	-0.55%	-0.88	5 / 9	Q3
2Y	+4.98%	+3.36%	+1.63	4 / 9	Q2
3Y	+9.28%	+9.98%	-0.70	6 / 8	Q3
4Y	+8.89%	+10.84%	-1.95	6 / 8	Q3
5Y	+8.13%	+9.27%	-1.15	5 / 7	Q3
7Y	+10.48%	+10.81%	-0.33	5 / 7	Q3
10Y	+10.67%	+11.35%	-0.68	5 / 6	Q4
Inception	+10.64%	+11.12%	-0.48	6 / 9	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.82%	-5.60%	+0.77	5 / 8
2025	+5.78%	+4.97%	+0.81	4 / 8
2024	+15.53%	+15.01%	+0.51	5 / 8
2023	+14.59%	+21.24%	-6.64	6 / 7
2022	-6.22%	+0.06%	-6.29	7 / 7
2021	+27.79%	+24.40%	+3.39	3 / 7
2020	+17.05%	+15.63%	+1.42	3 / 7
2019	+14.47%	+9.41%	+5.06	1 / 6
2018	+1.99%	-0.05%	+2.04	2 / 6
2017	+23.63%	+23.47%	+0.16	4 / 7
2016	+3.52%	+7.42%	-3.90	6 / 7

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.15%

116 windows

min -13.1% · max 52.9%

88% positive

3-Year rolling

+11.75%

92 windows

min 1.6% · max 22.8%

100% positive

5-Year rolling

+12.82%

67 windows

min 8.1% · max 17.0%

100% positive

7-Year rolling

+11.86%

43 windows

min 10.5% · max 13.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.88%

3-year · annualised

Sharpe ratio

0.29

vs risk-free 6.5%

Sortino ratio

0.46

Downside-only deviation

Max drawdown

-12.34%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Children's Fund

Scheme	Fund house	NAV	As of
HDFC Childrens Fund - Direct Plan	HDFC	₹309.1600	3 Jun 2026
ICICI Prudential Children's Fund - Direct Plan	ICICI Prudential	₹356.6400	3 Jun 2026
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA- Direct - IDCW	Aditya Birla Sun Life	₹18.2600	3 Jun 2026
UTI Children's Equity Fund - Direct Plan - IDCW	UTI	₹87.6143	3 Jun 2026
Axis Children's Fund - No Lock in - Direct Plan - IDCW	Axis	₹28.8528	3 Jun 2026
Union Children's Fund - Direct Plan - IDCW Option	Union	₹12.5000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.7930
2 Jun 2026	₹28.8804
1 Jun 2026	₹28.7538
31 May 2026	₹28.9234
29 May 2026	₹28.9230
27 May 2026	₹29.1912
26 May 2026	₹29.1577
25 May 2026	₹29.2181
22 May 2026	₹28.9529
21 May 2026	₹28.8763

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Children's Fund - Lock in - Direct Plan - IDCW is ₹28.7930. It's a Children's Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Children's Fund - Lock in - Direct Plan - IDCW has NAV history starting from 14 Dec 2015, a track record of about 10 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Children's Fund - Lock in - Direct Plan - IDCW is managed by Axis. It's classified by AMFI under the 'Children's Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Children's Fund - Lock in - Direct Plan - IDCW has delivered a absolute return of -1.43% — -0.88 pp behind the Children's Fund category average of -0.55%. The fund ranks #5 of 9 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Children's Fund - Lock in - Direct Plan - IDCW has delivered a CAGR of 9.28% — -0.7 pp behind the Children's Fund category average of 9.98%. The fund ranks #6 of 8 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Children's Fund - Lock in - Direct Plan - IDCW has delivered a CAGR of 8.13% — -1.15 pp behind the Children's Fund category average of 9.27%. The fund ranks #5 of 7 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Children's Fund - Lock in - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹275,506 today — a multiplier of 2.76×, based on the 10-year CAGR of 10.67%. The category average over the same window would have grown ₹1 lakh to ₹293,031.

A ₹10,000 monthly SIP in Axis Children's Fund - Lock in - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹711,403 today. That's an XIRR (money-weighted annualised return) of 6.74%.

A ₹10,000 monthly SIP for 10 years in Axis Children's Fund - Lock in - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹2,019,543 (multiplier 1.68×). XIRR: 10.04%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Children's Fund - Lock in - Direct Plan - IDCW ranks #5 out of 7 funds in the Children's Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 9.27%; this fund delivered 8.13%.

The worst peak-to-trough decline Axis Children's Fund - Lock in - Direct Plan - IDCW has experienced over the last 5-year window is 18.19% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Children's Fund - Lock in - Direct Plan - IDCW averaged 12.82% (best 16.96%, worst 8.13%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2025, Axis Children's Fund - Lock in - Direct Plan - IDCW returned 5.78% — beating the Children's Fund category average of 4.97% by 0.81 pp. It ranked #4 of 8 in its category that year.

Axis Children's Fund - Lock in - Direct Plan - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Children's Fund - Lock in - Direct Plan - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.2%. 5-year CAGR: 8.13%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Axis Children's Fund - Lock in - Direct Plan - IDCW

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Children's Fund

Recent NAVs

Frequently asked questions

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