Axis Children Gift Fund

Review Date: 25-03-2025

Beginning of Analysis

Axis Children Gift Fund is the 7th ranked fund in the Children's Fund category. The category has total 10 funds. The 3 star rating shows an average past performance of the Axis Children Gift Fund in Children's Fund category. The fund has a Jensen Alpha of -3.59% which is lower than the category average of 1.63%, showing poor performance. The fund has a Sharpe Ratio of -0.09 which is lower than the category average of 0.38.
The past performance of the Axis Children Gift 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.

Axis Children Gift Fund Return Analysis

The fund has given a return of 3.96%, -1.99 and -6.78 in last one, three and six months respectively. In the same period the category average return was 3.47%, -4.89% and -8.83% respectively.

The fund has given a SIP return of 3.95% in last one year. In the same period the category average SIP return was -0.57%. The fund has SIP return of 11.74% in last three years whereas category average SIP return is 13.98%. The category average SIP return is 14.14% and the fund has given a SIP return of 12.27% in last five years.

The benchmark Nifty 500 Total Return Index has given a return of 8.25%, 14.66% and 28.77% in last one, three and five years respectively.

Axis Children Gift Fund Risk Analysis

The fund has a standard deviation of 10.97 and semi deviation of 7.65. The category average standard deviation is 11.32 and semi deviation is 8.08. The fund has a Value at Risk (VaR) of -14.35 and a maximum drawdown of -11.83. The category average VaR is -13.93 and the maximum drawdown is -13.36. The fund has a beta of 0.72 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.