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NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 12 Feb 2019 – 20 Aug 2026, limited by Aditya Birla Sun Life Bal Bhavishya Yojna. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Axis Children's Fund | UTI Children's Equity Fund | Axis Children's Fund | Aditya Birla Sun Life Bal Bhavishya Yojna | Nifty 500 |
|---|---|---|---|---|---|
| 12 Feb 2019 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 29 Sep 2019 | ₹111.27 | ₹104.06 | ₹111.27 | ₹102.10 | ₹105.27 |
| 15 May 2020 | ₹96.95 | ₹87.06 | ₹97.01 | ₹88.81 | ₹84.08 |
| 30 Dec 2020 | ₹133.18 | ₹132.46 | ₹133.26 | ₹122.48 | ₹128.96 |
| 15 Aug 2021 | ₹154.14 | ₹165.62 | ₹154.23 | ₹134.87 | ₹157.59 |
| 01 Apr 2022 | ₹164.21 | ₹169.67 | ₹164.30 | ₹134.07 | ₹169.04 |
| 16 Nov 2022 | ₹159.33 | ₹173.11 | ₹159.42 | ₹138.86 | ₹175.49 |
| 03 Jul 2023 | ₹165.04 | ₹181.25 | ₹165.14 | ₹147.95 | ₹185.18 |
| 17 Feb 2024 | ₹176.64 | ₹207.24 | ₹176.74 | ₹171.73 | ₹225.93 |
| 03 Oct 2024 | ₹208.77 | ₹254.76 | ₹208.90 | ₹189.61 | ₹266.16 |
| 19 May 2025 | ₹206.72 | ₹240.52 | ₹206.85 | ₹180.12 | ₹256.19 |
| 03 Jan 2026 | ₹215.29 | ₹248.66 | ₹215.42 | ₹183.02 | ₹270.01 |
| 20 Aug 2026 | ₹197.49 | ₹235.79 | ₹197.62 | ₹173.13 | ₹263.44 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
| Overlap | Axis Children's Fund | UTI Children's Equity Fund | Axis Children's Fund | Aditya Birla Sun Life Bal Bhavishya Yojna |
|---|---|---|---|---|
| Axis Children's Fund | ||||
| UTI Children's Equity Fund | ||||
| Axis Children's Fund | ||||
| Aditya Birla Sun Life Bal Bhavishya Yojna |
Axis Children's Fund and Axis Children's Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.
Shared holdings — Axis Children's Fund vs Axis Children's Fund
| Stock | Axis Children's Fund | Axis Children's Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 7.26% | 7.26% | 7.26% |
| Reliance Industries Ltd | 6.78% | 6.78% | 6.78% |
| HDFC Bank Ltd | 6.52% | 6.52% | 6.52% |
| Larsen & Toubro Ltd | 3.83% | 3.83% | 3.83% |
| State Bank of India | 3.58% | 3.58% | 3.58% |
| Infosys Ltd | 3.55% | 3.55% | 3.55% |
| Bharti Airtel Ltd | 3.14% | 3.14% | 3.14% |
| Mahindra & Mahindra Ltd | 2.94% | 2.94% | 2.94% |
| Kotak Mahindra Bank Ltd | 2.87% | 2.87% | 2.87% |
| Bajaj Finance Ltd | 2.69% | 2.69% | 2.69% |
| NTPC Ltd | 2.33% | 2.33% | 2.33% |
| Apollo Hospitals Enterprise Ltd | 1.90% | 1.90% | 1.90% |
| Zomato Ltd | 1.88% | 1.88% | 1.88% |
| Fortis Healthcare Ltd | 1.85% | 1.85% | 1.85% |
| PNB Housing Finance Ltd | 1.57% | 1.57% | 1.57% |
77 more stocks in common. 92 shared of 92 / 92 positions. Weights are shown as a share of each fund's equity book.
| Metric | Axis · Regular · IDCW NAV ₹24.57 High risk ★★☆☆☆ | UTI · Regular · IDCW NAV ₹82.19 High risk ★★★★★ | Axis · Regular · IDCW NAV ₹24.60 High risk ★★★☆☆ | Aditya Birla Sun Life · Regular · IDCW NAV ₹17.33 High risk ★☆☆☆☆ | Category median Children’s Fund · 6 funds |
|---|---|---|---|---|---|
| -5.27% | -3.25% | -5.27% | -0.63%Best in row | -1.94% | |
| +6.41% | +9.00%Best in row | +6.41% | +4.67% | +6.41% | |
| +5.17% | +7.63%Best in row | +5.17% | +5.39% | +5.28% | |
| +8.53% | +11.01%Best in row | +8.54% | — | +8.54% | |
| +8.77% | +10.57%Best in row | +8.78% | +7.57% | +8.31% | |
| +4.05% | +6.78%Best in row | +4.05% | +4.23% | — | |
| +10.37% | +12.16%Best in row | +10.38% | +10.10% | +10.38% | |
| +11.22% | +11.99%Best in row | +11.23% | +10.26% | +11.23% | |
| +9.58% | +12.11%Best in row | +9.59% | — | +9.59% | |
| Risk | |||||
| 10.96% | 12.75% | 10.96% | 15.87% | 13.07% | |
| -0.01 | 0.20Best in row | -0.01 | -0.12 | -0.01 | |
| -0.01 | 0.27Best in row | -0.01 | -0.15 | -0.01 | |
| -27.23% | -35.39% | -27.20% | -34.05% | -27.21% | |
| -3.73% | -2.76%Best in row | -3.73% | -6.70% | -3.73% | |
| 0.67 | 0.94 | 0.67 | 0.95 | 0.81 | |
| 63.7% | 88.7%Best in row | 63.7% | 79.2% | 71.5% | |
| 72.4% | 101.0% | 72.4% | 112.1% | 86.7% | |
| 2.38% | 2.22%Best in row | 2.38% | 2.27% | 2.38% | |
| — | ₹1,093Cr | — | ₹1,174Cr | ₹604.41Cr | |
| — | None | — | None | — | |
| 5 years | None | 5 years | 5 years | — | |
| ₹1.00K | ₹500 | ₹1.00K | ₹500 | — | |
| ₹5.00K | ₹1.00K | ₹5.00K | ₹1.00K | — | |
| 43% | 17% | 43% | 1% | 9% | |
| Devang Shah | Sachin Trivedi | Devang Shah | Atul Penkar · 4.6y | — | |
| 14 Dec 2015 | 03 Apr 2006 | 14 Dec 2015 | 12 Feb 2019 | — | |
| 92 | 65 | 92 | 70 | — | |
| 30.1% | 43.6% | 30.1% | 30.1% | — | |
| 1.1% | 3.6% | 1.1% | 1.4% | — | |
1 row carries the same value for every fund — show
- Benchmark
- Nifty 500
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.