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

We don't give personal investment advice. Axis Children's Fund - Lock in - Regular 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: 18.6%. 5-year CAGR: 6.94%.

Axis

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

Latest NAV

₹25.1746

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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%	+0.29%	+0.14	2 / 5	Q2
1W	-0.97%	-1.36%	+0.39	2 / 5	Q2
2W	+0.23%	-1.19%	+1.41	2 / 5	Q2
1M	-1.39%	-2.67%	+1.28	2 / 5	Q2
3M	-2.39%	-2.23%	-0.17	3 / 5	Q3
6M	-5.04%	-5.82%	+0.78	3 / 5	Q3
YTD	-5.18%	-6.11%	+0.93	3 / 5	Q3
1Y	-2.33%	-0.98%	-1.36	3 / 5	Q3
2Y	+3.99%	+0.45%	+3.54	2 / 3	Q3
3Y	+8.12%	+7.08%	+1.04	2 / 3	Q3
4Y	+7.69%	+7.29%	+0.40	2 / 3	Q3
5Y	+6.94%	+6.11%	+0.83	2 / 3	Q3
7Y	+9.21%	+8.22%	+1.00	1 / 3	Q2
10Y	+9.26%	+9.26%	+0.00	1 / 2	Q2
Inception	+9.23%	+6.66%	+2.58	1 / 5	Q1

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	-5.18%	-6.11%	+0.93	3 / 5
2025	+4.77%	+6.17%	-1.40	3 / 5
2024	+14.28%	+11.56%	+2.71	1 / 3
2023	+13.13%	+16.24%	-3.11	3 / 3
2022	-7.32%	-4.88%	-2.44	2 / 3
2021	+26.41%	+21.56%	+4.85	2 / 3
2020	+15.53%	+15.01%	+0.52	1 / 3
2019	+12.99%	+12.99%	+0.00	1 / 2
2018	+0.45%	+0.45%	+0.01	1 / 2
2017	+21.61%	+21.61%	+0.00	1 / 2
2016	+1.87%	+1.89%	-0.02	2 / 2

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

+10.71%

116 windows

min -14.2% · max 51.0%

82% positive

3-Year rolling

+10.33%

92 windows

min 0.1% · max 21.2%

100% positive

5-Year rolling

+11.40%

67 windows

min 6.9% · max 15.6%

100% positive

7-Year rolling

+10.45%

43 windows

min 9.2% · max 11.9%

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

9.86%

3-year · annualised

Sharpe ratio

0.18

vs risk-free 6.5%

Sortino ratio

0.28

Downside-only deviation

Max drawdown

-12.70%

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
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA- Regular - IDCW	Aditya Birla Sun Life	₹16.2300	3 Jun 2026
Baroda BNP Paribas Children's Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹10.6762	3 Jun 2026
Axis Children's Fund - No Lock in - Regular Plan - IDCW	Axis	₹25.1536	3 Jun 2026
Union Children's Fund - Regular Plan - IDCW Option	Union	₹10.5300	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹25.1746
2 Jun 2026	₹25.2516
1 Jun 2026	₹25.1415
31 May 2026	₹25.2904
29 May 2026	₹25.2914
27 May 2026	₹25.5271
26 May 2026	₹25.4984
25 May 2026	₹25.5519
22 May 2026	₹25.3218
21 May 2026	₹25.2555

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 - Regular Plan - IDCW is ₹25.1746. It's a Children's Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Children's Fund - Lock in - Regular 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -2.33% — -1.36 pp behind the Children's Fund category average of -0.98%. The fund ranks #3 of 5 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Children's Fund - Lock in - Regular Plan - IDCW has delivered a CAGR of 8.12% — +1.04 pp ahead of the Children's Fund category average of 7.08%. The fund ranks #2 of 3 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Children's Fund - Lock in - Regular Plan - IDCW has delivered a CAGR of 6.94% — +0.83 pp ahead of the Children's Fund category average of 6.11%. The fund ranks #2 of 3 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Children's Fund - Lock in - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹242,486 today — a multiplier of 2.42×, based on the 10-year CAGR of 9.26%. The category average over the same window would have grown ₹1 lakh to ₹242,418.

A ₹10,000 monthly SIP in Axis Children's Fund - Lock in - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹691,162 today. That's an XIRR (money-weighted annualised return) of 5.59%.

A ₹10,000 monthly SIP for 10 years in Axis Children's Fund - Lock in - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,884,178 (multiplier 1.57×). XIRR: 8.73%. 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 - Regular Plan - IDCW ranks #2 out of 3 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 6.11%; this fund delivered 6.94%.

The worst peak-to-trough decline Axis Children's Fund - Lock in - Regular Plan - IDCW has experienced over the last 5-year window is 18.57% — 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 - Regular Plan - IDCW averaged 11.40% (best 15.60%, worst 6.94%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.08 — weak risk-adjusted performance.

In calendar year 2025, Axis Children's Fund - Lock in - Regular Plan - IDCW returned 4.77% — lagging the Children's Fund category average of 6.17% by 1.40 pp. It ranked #3 of 5 in its category that year.

Axis Children's Fund - Lock in - Regular 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 - Regular 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: 18.6%. 5-year CAGR: 6.94%.

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 - Regular 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

More from Axis