Axis Children Gift Fund


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Fund Name NAV Date NAV Rupee Change Percent Change
Axis Children's Gift Fund - No Lock in - Regular Plan - IDCW 07/Dec/2022 19.8368
-0.0710
-0.3566%
Axis Children's Gift Fund - No Lock in - Regular Plan - Growth 07/Dec/2022 19.8401
-0.0710
-0.3566%
Axis Children's Gift Fund - Lock in - Regular Growth 07/Dec/2022 19.8425
-0.0710
-0.3565%
Axis Children's Gift Fund - Lock in - Regular Plan - IDCW 07/Dec/2022 19.8534
-0.0710
-0.3563%
Axis Children's Gift Fund - Lock in - Direct Plan - IDCW 07/Dec/2022 21.8593
-0.0775
-0.3533%
Axis Children's Gift Fund - Lock in - Direct Growth 07/Dec/2022 21.8778
-0.0776
-0.3534%
Axis Children's Gift Fund - No Lock in - Direct Plan - IDCW 07/Dec/2022 21.8839
-0.0776
-0.3533%
Axis Children's Gift Fund - No Lock in - Direct Growth 07/Dec/2022 22.1867
-0.0785
-0.3526%

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

Fund Performance Analysis

Axis Children Gift Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.19
1.04
No
No
Yes
9/10 0.07 / 2.04
1M Rolling Return %
-0.52
0.07
No
No
Yes
10/10 -0.52 / 0.57
3M Return %
-0.25
2.45
No
No
Yes
10/10 -0.25 / 4.91
3M Rolling Return %
-1.06
-0.20
No
No
Yes
8/10 -1.82 / 2.41
6M Return %
7.00
10.14
No
No
Yes
9/10 4.91 / 14.11
6M Rolling Return %
-1.21
1.00
No
No
Yes
10/10 -1.21 / 5.06
1Y Return %
-4.96
3.67
No
No
Yes
10/10 -4.96 / 8.72
1Y Rolling Return %
18.39
18.17
Yes
No
No
4/9 13.20 / 25.70
3Y Return %
11.84
13.45
No
No
No
5/9 9.69 / 19.03
3Y Rolling Return %
12.77
12.41
Yes
No
No
4/8 9.00 / 16.05
5Y Return %
9.95
9.22
Yes
No
No
4/8 6.83 / 11.93
Standard Deviation
15.64
15.19
No
No
No
6/9 7.68 / 20.42
Semi Deviation
12.26
11.68
No
No
No
5/9 5.46 / 15.72
Max Drawdown
-20.11
-20.40
Yes
Yes
No
3/9 -27.76 / -8.72
VaR 1 Y
-12.90
-13.37
Yes
No
No
4/9 -17.94 / -6.69
Average Drawdown
-8.86
-6.11
No
No
Yes
9/9 -8.86 / -2.53
Sharpe Ratio
0.45
0.42
Yes
No
No
4/9 0.20 / 0.60
Sterling Ratio
0.39
0.37
Yes
No
No
4/9 0.25 / 0.50
Sortino Ratio
0.20
0.20
Yes
No
No
5/9 0.12 / 0.29
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Axis Children Gift Fund Performance Analysis

Axis Children Gift Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Axis Children Gift Fund

Top Performing Funds in Children Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Sbi Magunum Children's Benefit Fund - Savings Plan

1 The Sbi Magunum Children'S Benefit Fund - Savings Plan is a Children s Fund. In the Children s Fund category there are ten funds. The fund has 11 KPIs that are in top quartile. The fund has 58% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Magunum Children'S Benefit Fund - Savings Plan performance snapshot section. 3.02% 11.77% -8.72% -6.69% 0.60 0.29 0.47

Uti Children's Career Fund - Savings Plan

2 The Uti Children'S Career Fund - Savings Plan is a Children s Fund. In the Children s Fund category there are ten funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Uti Children'S Career Fund - Savings Plan performance snapshot section. 4.13% 10.64% -12.81% -7.26% 0.38 0.16 0.50

Axis Children Gift Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.32
1.11
No
No
Yes
9/10 0.16 / 2.12
1M Rolling Return %
-0.40
0.15
No
No
Yes
10/10 -0.40 / 0.63
3M Return %
0.12
2.68
No
No
Yes
10/10 0.12 / 5.13
3M Rolling Return %
-0.69
0.04
No
No
No
6/10 -1.39 / 2.76
6M Return %
7.78
10.64
No
No
Yes
8/10 5.09 / 14.58
6M Rolling Return %
-0.52
1.46
No
No
Yes
10/10 -0.52 / 5.74
1Y Return %
-3.63
4.64
No
No
Yes
10/10 -3.63 / 9.65
1Y Rolling Return %
20.00
19.25
Yes
No
No
4/9 13.47 / 26.73
3Y Return %
13.38
14.48
No
No
No
5/9 10.88 / 19.89
3Y Rolling Return %
14.33
13.32
Yes
No
No
4/8 9.24 / 16.89
5Y Return %
11.55
10.15
Yes
Yes
No
2/8 7.05 / 12.93
Standard Deviation
15.64
15.19
No
No
No
6/9 7.68 / 20.42
Semi Deviation
12.26
11.68
No
No
No
5/9 5.46 / 15.72
Max Drawdown
-20.11
-20.40
Yes
Yes
No
3/9 -27.76 / -8.72
VaR 1 Y
-12.90
-13.37
Yes
No
No
4/9 -17.94 / -6.69
Average Drawdown
-8.86
-6.11
No
No
Yes
9/9 -8.86 / -2.53
Sharpe Ratio
0.45
0.42
Yes
No
No
4/9 0.20 / 0.60
Sterling Ratio
0.39
0.37
Yes
No
No
4/9 0.25 / 0.50
Sortino Ratio
0.20
0.20
Yes
No
No
5/9 0.12 / 0.29
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Axis Children Gift Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.19% 0.32%
1M Rolling Return % -0.52% -0.40%
3M Return % -0.25% 0.12%
3M Rolling Return % -1.06% -0.69%
6M Return % 7.00% 7.78%
6M Rolling Return % -1.21% -0.52%
1Y Return % -4.96% -3.63%
1Y Rolling Return % 18.39% 20.00%
3Y Return % 11.84% 13.38%
3Y Rolling Return % 12.77% 14.33%
5Y Return % 9.95% 11.55%
Standard Deviation 15.64% 15.64%
Semi Deviation 12.26% 12.26%
Max Drawdown -20.11% -20.11%
VaR 1 Y -12.90% -12.90%
Average Drawdown -8.86% -8.86%
Sharpe Ratio 0.45% 0.45%
Sterling Ratio 0.39% 0.39%
Sortino Ratio 0.20% 0.20%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Children Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Child Care Fund (Gift Plan)

0.00
1
-0.34
5
1.07
6
3.85
3
11.37
5
7.28
2
13.04
4
9.55
5

Sbi Magunum Children's Benefit Fund - Savings Plan

-0.07
2
0.26
2
1.24
4
1.81
7
4.91
10
3.02
7
11.77
6
7.79
6

Uti Children's Career Fund - Savings Plan

-0.16
3
-0.16
3
0.69
8
0.94
8
7.32
8
4.13
5
10.64
7
6.83
8

Hdfc Children's Gift Fund

-0.26
4
-0.32
4
2.04
1
4.15
2
12.72
3
8.72
1
17.72
2
11.93
1

Lic Mf Children's Gift Fund

-0.27
5
-0.94
10
1.22
5
2.89
5
10.34
6
3.50
6
10.28
8
6.92
7

Tata Young Citizens Fund

-0.27
6
-0.53
6
1.35
3
4.91
1
14.11
1
5.85
4
19.03
1
10.49
2

Uti Children's Career Fund - Investment Plan

-0.30
7
-0.59
8
0.07
10
0.89
9
13.15
2
-0.17
9
17.03
3
10.30
3

Aditya Birla Sun Life Bal Bhavishya Yojna

-0.36
8
-0.64
9
1.01
7
2.04
6
11.88
4
2.04
8
9.69
9

Axis Children Gift Fund

-0.36
9
-0.58
7
0.19
9
-0.25
10
7.00
9
-4.96
10
11.84
5
9.95
4

Sbi Magnum Children's Benefit Fund - Investment Plan

-0.50
10
1.03
1
1.49
2
3.26
4
8.57
7
7.28
3
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Child Care Fund (Gift Plan)

0.00
1
-0.33
5
1.12
7
4.03
3
11.77
5
8.09
3
13.84
4
10.39
5

Sbi Magunum Children's Benefit Fund - Savings Plan

-0.07
2
0.26
2
1.27
5
1.89
7
5.09
10
3.41
8
12.41
6
8.59
6

Uti Children's Career Fund - Savings Plan

-0.16
3
-0.16
3
0.71
8
1.00
9
7.43
9
4.33
5
10.88
9
7.05
8

Hdfc Children's Gift Fund

-0.25
4
-0.31
4
2.12
1
4.39
2
13.23
3
9.65
1
18.71
2
12.93
1

Lic Mf Children's Gift Fund

-0.26
5
-0.93
10
1.27
4
3.05
5
10.68
6
4.30
6
11.30
8
7.90
7

Tata Young Citizens Fund

-0.27
6
-0.51
6
1.41
3
5.13
1
14.58
1
6.62
4
19.89
1
11.40
3

Uti Children's Career Fund - Investment Plan

-0.30
7
-0.57
8
0.16
10
1.15
8
13.75
2
0.94
9
18.20
3
11.37
4

Aditya Birla Sun Life Bal Bhavishya Yojna

-0.33
8
-0.59
9
1.14
6
2.45
6
12.82
4
3.94
7
11.70
7

Axis Children Gift Fund

-0.35
9
-0.56
7
0.32
9
0.12
10
7.78
8
-3.63
10
13.38
5
11.55
2

Sbi Magnum Children's Benefit Fund - Investment Plan

-0.49
10
1.06
1
1.59
2
3.58
4
9.26
7
8.72
2
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan

-0.11
8
-1.82
10
-0.64
7
13.37
8

Axis Children Gift Fund

-0.52
10
-1.06
8
-1.21
10
18.39
4
12.77
4

Hdfc Children's Gift Fund

0.57
1
0.29
4
2.72
2
21.61
3
14.68
3

Icici Prudential Child Care Fund (Gift Plan)

0.11
5
-0.18
5
1.26
5
16.45
5
10.55
5

Sbi Magunum Children's Benefit Fund

0.44
2
1.35
2
2.61
3
15.99
6
10.36
7

Tata Young Citizens Fund

-0.04
6
-0.97
6
-0.14
6
25.70
1
16.05
1

Lic Mf Children's Gift Fund

-0.08
7
-1.03
7
-0.73
9
14.34
7
10.47
6

Uti Children's Career Fund - Savings Plan

0.17
4
0.50
3
1.78
4
13.20
9
9.00
8

Uti Children's Career Fund - Investment Plan

-0.18
9
-1.49
9
-0.68
8
24.45
2
15.40
2

Sbi Magnum Children's Benefit Fund - Investment Plan

0.33
3
2.41
1
5.06
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan

0.04
6
-1.39
10
0.25
6
15.35
8

Axis Children Gift Fund

-0.40
10
-0.69
6
-0.52
10
20.00
4
14.33
4

Hdfc Children's Gift Fund

0.63
1
0.50
4
3.16
2
22.65
3
15.65
3

Icici Prudential Child Care Fund (Gift Plan)

0.18
5
0.02
5
1.64
5
17.33
5
11.35
6

Sbi Magunum Children's Benefit Fund

0.48
2
1.44
2
2.80
3
16.59
6
11.10
7

Tata Young Citizens Fund

0.01
7
-0.81
8
0.16
7
26.73
1
16.89
1

Lic Mf Children's Gift Fund

0.00
8
-0.80
7
-0.36
9
15.49
7
11.47
5

Uti Children's Career Fund - Savings Plan

0.19
4
0.55
3
1.88
4
13.47
9
9.24
8

Uti Children's Career Fund - Investment Plan

-0.09
9
-1.21
9
-0.13
8
25.61
2
16.50
2

Sbi Magnum Children's Benefit Fund - Investment Plan

0.45
3
2.76
1
5.74
1
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Bal Bhavishya Yojna

-17.07
7
-22.97
6
-7.34
7
18.29
7
13.58
7

Axis Children Gift Fund

-12.90
4
-20.11
3
-8.86
9
15.64
6
12.26
5

Hdfc Children's Gift Fund

-12.59
3
-22.11
5
-5.37
3
15.64
5
12.12
4

Icici Prudential Child Care Fund (Gift Plan)

-13.20
5
-23.31
7
-5.91
4
15.58
4
12.54
6

Sbi Magunum Children's Benefit Fund - Savings Plan

-6.69
1
-8.72
1
-2.53
1
7.68
1
5.46
1

Tata Young Citizens Fund

-17.73
8
-24.32
8
-6.47
5
18.68
8
14.10
8

Lic Mf Children's Gift Fund

-14.97
6
-21.52
4
-7.00
6
15.57
3
11.87
3

Uti Children's Career Fund - Savings Plan

-7.26
2
-12.81
2
-3.29
2
9.24
2
7.49
2

Uti Children's Career Fund - Investment Plan

-17.94
9
-27.76
9
-8.25
8
20.42
9
15.72
9
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Bal Bhavishya Yojna

0.20
9
0.12
9
0.25
9
0.48
-5.25
2 0.83 3
0.92
3
0.06
2
10.95
2
-0.08
3

Axis Children Gift Fund

0.45
4
0.20
5
0.39
4
0.48

Hdfc Children's Gift Fund

0.57
2
0.26
2
0.43
2
0.48

Icici Prudential Child Care Fund (Gift Plan)

0.37
7
0.17
6
0.32
7
0.49

Sbi Magunum Children's Benefit Fund - Savings Plan

0.60
1
0.29
1
0.50
1
0.47

Tata Young Citizens Fund

0.48
3
0.24
3
0.40
3
0.48
1.18
1 0.89 2
0.97
2
0.13
1
18.73
1
-0.01
1

Lic Mf Children's Gift Fund

0.32
8
0.16
8
0.31
8
0.48
-6.47
3 1.12 1
0.97
1
0.04
3
8.28
3
-0.03
2

Uti Children's Career Fund - Savings Plan

0.38
6
0.16
7
0.36
5
0.50

Uti Children's Career Fund - Investment Plan

0.42
5
0.21
4
0.36
6
0.48

Axis Children Gift Fund Additional Return Analysis

Axis Children Gift Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 996.43 994.16 1001.94 997.52 1070.01 950.36 1399.09 1607.20
Direct Plan Value of 1000 Rupee 996.47 994.44 1003.17 1001.24 1077.83 963.70 1457.35 1727.49
Fund Information
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.


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