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Axis ESG Equity Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 15.54 0.26 % 1-D Change
Returns
18.28% p.a.
You get upto 1.53% extra returns
ET Money's Fund Report Card - Axis ESG Equity Fund
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Show performance of:
Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.6% As on Apr 30, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,802 Crs |
| Lock-in | No Lockin |
| Age | 2 yrs 7 m Since Jan 22, 2020 |
| Benchmark | NIFTY 100 ESG TRI |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Axis ESG Equity Fund
Axis ESG Equity Fund Direct - Growth is a Thematic-ESG mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 2 yrs 7 m, having been launched on 22/01/2020. Axis ESG Equity Fund Direct - Growth has ₹1,802 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.6%, which is close to what most other
Thematic-esg
funds charge.
.....
- Axis ESG Equity Fund Direct - Growth returns of last 1-year are -8.59%. Since launch, it has delivered 18.67% average annual returns.
- The fund has the majority of its money invested in Financial, Services, Technology, Consumer Staples, Healthcare sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
- The fund's top 5 holdings are in Avenue Supermarts Ltd., Nestle India Ltd., Bajaj Finance Ltd., Info Edge (India) Ltd., Tata Consultancy Services Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Apr 30, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 61.43%
Mid Cap 9.8%
Small Cap 3.08%
Other Cap 22.61%
Allocation by Sector
Financial 30.72%
Services 20.69%
Technology 13.55%
Consumer Staples 11.75%
Top Debt Holdings
Others 3.48%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Foreign - Equity 18.52%
ADS/ADR 5.09%
CBLO 3.48%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with thematic-esg Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|
Trailing Returns and Ranks
as on May 25, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | -2.45% | 1.53% | 9 / 9 |
| 3 months | 11.32% | 14.89% | 9 / 9 |
| 6 months | 0.71% | 5.04% | 8 / 9 |
| 1 year | -8.64% | 0.54% | 9 / 9 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Axis ESG Equity Fund
EQUITY THEMATIC-ESG
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
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Jinesh Gopani
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
