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: 5.39%.

Axis

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

Latest NAV

₹24.2898

As of

17 Jul 2026

2,617 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	+0.43%	+0.28%	+0.15	2 / 5	Q2
1W	+0.16%	+0.15%	+0.01	4 / 5	Q4
2W	-7.25%	-2.54%	-4.71	4 / 5	Q4
1M	-6.16%	-1.30%	-4.86	4 / 5	Q4
3M	-5.68%	-1.27%	-4.41	4 / 5	Q4
6M	-7.63%	-3.33%	-4.30	4 / 5	Q4
YTD	-8.79%	-5.01%	-3.79	4 / 5	Q4
1Y	-7.30%	-2.48%	-4.81	4 / 5	Q4
2Y	-1.14%	-3.37%	+2.23	1 / 3	Q2
3Y	+5.25%	+4.80%	+0.45	1 / 3	Q2
4Y	+6.91%	+7.06%	-0.14	2 / 3	Q3
5Y	+5.39%	+5.21%	+0.19	1 / 3	Q2
7Y	+9.06%	+8.68%	+0.38	1 / 3	Q2
10Y	+8.59%	+8.59%	+0.00	1 / 2	Q2
Inception	+8.72%	+7.74%	+0.99	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	-8.79%	-5.01%	-3.79	4 / 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

+10.67%

117 windows

min -10.8% · max 45.0%

80% positive

3-Year rolling

+10.56%

93 windows

min 1.9% · max 20.1%

100% positive

5-Year rolling

+11.41%

69 windows

min 5.4% · max 16.9%

100% positive

7-Year rolling

+10.43%

44 windows

min 9.1% · max 12.2%

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

10.29%

3-year · annualised

Sharpe ratio

-0.08

vs risk-free 6.5%

Sortino ratio

-0.13

Downside-only deviation

Max drawdown

-12.70%

Sep 2024 → Feb 2025

% positive months

55.6%

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	₹16.9400	17 Jul 2026
Baroda BNP Paribas Children's Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹11.0935	17 Jul 2026
Axis Children's Fund - No Lock in - Regular Plan - IDCW	Axis	₹24.2679	17 Jul 2026
Union Children's Fund - Regular Plan - IDCW Option	Union	₹11.1800	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹24.2898
16 Jul 2026	₹24.1860
15 Jul 2026	₹24.1909
14 Jul 2026	₹24.1147
13 Jul 2026	₹24.2568
10 Jul 2026	₹24.2509
9 Jul 2026	₹24.0360
8 Jul 2026	₹23.8950
7 Jul 2026	₹24.2556
6 Jul 2026	₹24.2581

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 17 Jul 2026, the NAV of Axis Children's Fund - Lock in - Regular Plan - IDCW is ₹24.2898. 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 7 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 -7.30% — -4.81 pp behind the Children's Fund category average of -2.48%. The fund ranks #4 of 5 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Children's Fund - Lock in - Regular Plan - IDCW has delivered a CAGR of 5.25% — +0.45 pp ahead of the Children's Fund category average of 4.80%. The fund ranks #1 of 3 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Axis Children's Fund - Lock in - Regular Plan - IDCW has delivered a CAGR of 5.39% — +0.19 pp ahead of the Children's Fund category average of 5.21%. The fund ranks #1 of 3 in its category — the second (Q2) quartile.

₹1 lakh invested in Axis Children's Fund - Lock in - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹228,054 today — a multiplier of 2.28×, based on the 10-year CAGR of 8.59%. The category average over the same window would have grown ₹1 lakh to ₹227,977.

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 ₹658,789 today. That's an XIRR (money-weighted annualised return) of 3.69%.

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 ₹1,794,962 (multiplier 1.50×). XIRR: 7.81%. 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 #1 out of 3 funds in the Children's Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 5.21%; this fund delivered 5.39%.

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 11.41% (best 16.90%, worst 5.39%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.05 — negative 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: 5.39%.

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

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