Axis Children's Fund - Lock in - Direct Growth
Axis Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.38%
AUM
₹14.80 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-34.73%
Poor
6 Months
-0.96%
Poor
1 Year
+5.63%
Below Average
3 Years
+11.39%
Below Average
5 Years
+10.35%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹14.80 Cr
Recent Trend
Growing
Stability Score
10.0
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+8.08%
3Y
3Y CAGR
+71.61%
5Y
5Y CAGR
+325.75%
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
10.30%
Annualized standard deviation
Sharpe Ratio
0.702
Fair - Risk-adjusted return
Max Drawdown
-18.20%
Moderate - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.65%
Average daily price movement
Annualized Volatility
10.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance