Axis Children Gift Fund Datagrid
Category Children Fund
BMSMONEY Rank 7
Rating
Growth Option 02-02-2026
NAV ₹25.72(R) -0.65% ₹29.94(D) -0.64%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.67% 10.58% 8.93% 10.93% 10.05%
Direct 5.71% 11.98% 10.34% 12.4% 11.69%
Nifty 500 TRI 7.73% 16.56% 14.8% 15.36% 15.11%
SIP (XIRR) Regular 1.27% 7.27% 7.43% 9.51% 9.7%
Direct 2.25% 8.54% 8.79% 10.96% 11.23%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.53 0.26 0.49 -0.56% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.19% -10.52% -11.83% 0.67 6.62%
Fund AUM As on: 30/12/2025 924 Cr
Top Children Fund
Fund Name Rank Rating
Icici Prudential Child Care Fund (Gift Plan) 1
SBI Magnum Children's Benefit Fund - Investment Plan 2
Aditya Birla Sun Life Bal Bhavishya Yojna 3

NAV Date: 02-02-2026

Scheme Name NAV Rupee Change Percent Change
Axis Children's Gift Fund - No Lock in - Regular Plan - IDCW 25.72
-0.1700
-0.6500%
Axis Children's Gift Fund - No Lock in - Regular Plan - Growth 25.72
-0.1700
-0.6500%
Axis Children's Gift Fund - Lock in - Regular Growth 25.73
-0.1700
-0.6500%
Axis Children's Gift Fund - Lock in - Regular Plan - IDCW 25.74
-0.1700
-0.6500%
Axis Children's Gift Fund - Lock in - Direct Plan - IDCW 29.35
-0.1900
-0.6400%
Axis Children's Gift Fund - Lock in - Direct Growth 29.38
-0.1900
-0.6400%
Axis Children's Gift Fund - No Lock in - Direct Plan - IDCW 29.41
-0.1900
-0.6400%
Axis Children's Gift Fund - No Lock in - Direct Growth 29.94
-0.1900
-0.6400%

Review Date: 02-02-2026

Beginning of Analysis

In the Children's Fund category, Axis Children Gift Fund is the 7th ranked fund. The category has total 10 funds. The Axis Children Gift Fund has shown an average past performence in Children's Fund. The fund has a Jensen Alpha of -0.56% which is lower than the category average of 1.38%. The fund has a Sharpe Ratio of 0.53 which is lower than the category average of 0.78.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Children's Mutual Funds

Axis Children Gift Fund Return Analysis

The Axis Children Gift Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Children's Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Children's Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of -3.92%, -3.44 and -0.07 in last one, three and six months respectively. In the same period the category average return was -4.17%, -3.9% and -1.01% respectively.
  • Axis Children Gift Fund has given a return of 5.71% in last one year. In the same period the Nifty 500 TRI return was 7.73%. The fund has given 2.02% less return than the benchmark return.
  • The fund has given a return of 11.98% in last three years and rank 8th out of ten funds in the category. In the same period the Nifty 500 TRI return was 16.56%. The fund has given 4.58% less return than the benchmark return.
  • Axis Children Gift Fund has given a return of 10.34% in last five years and category average returns is 13.4% in same period. The fund ranked 8th out of ten funds in the category. In the same period the Nifty 500 TRI return was 14.8%. The fund has given 4.46% less return than the benchmark return.
  • The fund has given a return of 11.69% in last ten years and ranked 6th out of eight funds in the category. In the same period the Nifty 500 TRI return was 15.11%. The fund has given 3.42% less return than the benchmark return.
  • The fund has given a SIP return of 2.25% in last one year whereas category average SIP return is 1.54%. The fund one year return rank in the category is 5th in 11 funds
  • The fund has SIP return of 8.54% in last three years and ranks 5th in 10 funds. SBI Magnum Children's Benefit Fund - Investment Plan has given the highest SIP return (17.15%) in the category in last three years.
  • The fund has SIP return of 8.79% in last five years whereas category average SIP return is 11.04%.

Axis Children Gift Fund Risk Analysis

  • The fund has a standard deviation of 9.19 and semi deviation of 6.62. The category average standard deviation is 10.43 and semi deviation is 7.63.
  • The fund has a Value at Risk (VaR) of -10.52 and a maximum drawdown of -11.83. The category average VaR is -12.45 and the maximum drawdown is -13.36. The fund has a beta of 0.65 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Children's Fund Category
  • Good Performance in Children's Fund Category
  • Poor Performance in Children's Fund Category
  • Very Poor Performance in Children's Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -3.99 -5.19
    -4.24
    		-6.00 | -1.09 5 | 11 Good
    3M Return % -3.66 -3.99
    -4.09
    		-6.78 | -0.73 4 | 11 Good
    6M Return % -0.52 0.22
    -1.41
    		-4.65 | 2.50 4 | 11 Good
    1Y Return % 4.67 7.73
    4.03
    		-5.12 | 8.57 5 | 11 Good
    3Y Return % 10.58 16.56
    13.22
    		9.13 | 20.95 8 | 10 Average
    5Y Return % 8.93 14.80
    12.42
    		7.89 | 26.82 8 | 10 Average
    7Y Return % 10.93 15.36
    11.62
    		8.66 | 14.01 5 | 8 Average
    10Y Return % 10.05 15.11
    11.13
    		8.40 | 13.79 6 | 8 Average
    1Y SIP Return % 1.27
    0.71
    		-5.11 | 6.59 5 | 11 Good
    3Y SIP Return % 7.27
    7.95
    		3.19 | 15.84 6 | 10 Good
    5Y SIP Return % 7.43
    10.09
    		6.17 | 19.25 8 | 10 Average
    7Y SIP Return % 9.51
    11.17
    		8.35 | 14.14 6 | 8 Average
    10Y SIP Return % 9.70
    10.66
    		8.03 | 13.23 6 | 8 Average
    Standard Deviation 9.19
    10.43
    		4.43 | 13.21 4 | 10 Good
    Semi Deviation 6.62
    7.63
    		3.24 | 10.04 3 | 10 Very Good
    Max Drawdown % -11.83
    -13.37
    		-18.72 | -3.63 4 | 10 Good
    VaR 1 Y % -10.52
    -12.45
    		-18.40 | -3.81 4 | 10 Good
    Average Drawdown % -3.51
    -4.88
    		-9.82 | -1.04 4 | 10 Good
    Sharpe Ratio 0.53
    0.78
    		0.40 | 1.42 9 | 10 Average
    Sterling Ratio 0.49
    0.62
    		0.40 | 0.98 7 | 10 Average
    Sortino Ratio 0.26
    0.39
    		0.18 | 0.77 9 | 10 Average
    Jensen Alpha % -0.56
    1.38
    		-4.01 | 9.89 6 | 10 Good
    Treynor Ratio 0.07
    0.12
    		0.06 | 0.24 9 | 10 Average
    Modigliani Square Measure % 14.93
    18.48
    		11.16 | 34.97 6 | 10 Good
    Alpha % -6.09
    -1.89
    		-6.12 | 7.62 9 | 10 Average
    Return data last Updated On : Feb. 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -3.92 -5.19 -4.17 -5.93 | -1.06 5 | 11 Good
    3M Return % -3.44 -3.99 -3.90 -6.59 | -0.63 4 | 11 Good
    6M Return % -0.07 0.22 -1.01 -4.40 | 3.02 4 | 11 Good
    1Y Return % 5.71 7.73 4.87 -4.36 | 9.86 5 | 11 Good
    3Y Return % 11.98 16.56 14.16 9.35 | 22.33 8 | 10 Average
    5Y Return % 10.34 14.80 13.40 8.72 | 28.41 8 | 10 Average
    7Y Return % 12.40 15.36 12.46 8.89 | 14.97 5 | 8 Average
    10Y Return % 11.69 15.11 12.05 8.81 | 14.79 6 | 8 Average
    1Y SIP Return % 2.25 1.54 -4.32 | 7.69 5 | 11 Good
    3Y SIP Return % 8.54 8.86 4.06 | 17.15 5 | 10 Good
    5Y SIP Return % 8.79 11.04 7.00 | 20.69 8 | 10 Average
    7Y SIP Return % 10.96 12.02 8.81 | 14.99 6 | 8 Average
    10Y SIP Return % 11.23 11.53 8.35 | 14.21 5 | 8 Average
    Standard Deviation 9.19 10.43 4.43 | 13.21 4 | 10 Good
    Semi Deviation 6.62 7.63 3.24 | 10.04 3 | 10 Very Good
    Max Drawdown % -11.83 -13.37 -18.72 | -3.63 4 | 10 Good
    VaR 1 Y % -10.52 -12.45 -18.40 | -3.81 4 | 10 Good
    Average Drawdown % -3.51 -4.88 -9.82 | -1.04 4 | 10 Good
    Sharpe Ratio 0.53 0.78 0.40 | 1.42 9 | 10 Average
    Sterling Ratio 0.49 0.62 0.40 | 0.98 7 | 10 Average
    Sortino Ratio 0.26 0.39 0.18 | 0.77 9 | 10 Average
    Jensen Alpha % -0.56 1.38 -4.01 | 9.89 6 | 10 Good
    Treynor Ratio 0.07 0.12 0.06 | 0.24 9 | 10 Average
    Modigliani Square Measure % 14.93 18.48 11.16 | 34.97 6 | 10 Good
    Alpha % -6.09 -1.89 -6.12 | 7.62 9 | 10 Average
    Return data last Updated On : Feb. 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Axis Children Gift Fund NAV Regular Growth Axis Children Gift Fund NAV Direct Growth
    02-02-2026 25.7223 29.9371
    30-01-2026 25.8902 30.1303
    29-01-2026 25.8924 30.1321
    28-01-2026 25.8825 30.1199
    27-01-2026 25.6711 29.8731
    23-01-2026 25.6276 29.8194
    22-01-2026 25.8485 30.0758
    21-01-2026 25.7361 29.9442
    20-01-2026 25.8439 30.0689
    19-01-2026 26.1829 30.4626
    16-01-2026 26.2793 30.5724
    14-01-2026 26.2524 30.5397
    13-01-2026 26.2928 30.5859
    12-01-2026 26.3194 30.616
    09-01-2026 26.2852 30.574
    08-01-2026 26.4552 30.7709
    07-01-2026 26.712 31.0689
    06-01-2026 26.7136 31.0699
    05-01-2026 26.7234 31.0806
    02-01-2026 26.7924 31.1585

    Fund Launch Date: 18/Nov/2015
    Fund Category: Children Fund
    Investment Objective: The investment objective of the scheme is to generate income by investing in debt & money market instruments along with long-term capital appreciationthrough investments in equity & equity related instruments.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme doesnot assure or guarantee any returns
    Fund Description: An Open Ended Fund, For Investment For Children, Having A Lock-In Of 5 Years Or Till The Child Attains Age Of Majority (Whichever Is Earlier)
    Fund Benchmark: NIFTY 50 HybridComposite Debt65:35 Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.