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Axis ESG Equity Fund Direct - Growth

NAV as of ( Sep 09, 2022 )

15.54 0.26 % 1-D Change

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.

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

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Scheme Details

ET Money Rank Not yet ranked
VRO Rating N.A.
Expense ratio 0.6%  As on Apr 30, 2022
Exit Load 1.0% info
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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Total value Profit
This fund
Category Average
Bank FD

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
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
-2.45 % p.a
This fund


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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


Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Axis ESG Equity Fund


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 : -
  • Profile

    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

Axis Mutual Fund



See all schemes


₹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

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Frequently asked questions

How are the returns of Axis ESG Equity Fund ?

The Axis ESG Equity Fund is a 2 yrs 7 m old fund and has delivered average annual returns of 18.28% since inception.

Axis ESG Equity Fund Returns

1-Year Since Inception
-8.64% 18.28%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Axis ESG Equity Fund for Sep 09, 2022 is 15.54 .

On ET Money, Investing in Axis ESG Equity Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Axis ESG Equity Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Axis ESG Equity Fund is 0.6%.  .

Redeeming your investments in Axis ESG Equity Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Axis ESG Equity Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Axis ESG Equity Fund is ₹1,802 Crs.

The Axis ESG Equity Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
Avenue Supermarts Ltd. 10.04%
Nestle India Ltd. 9.88%
Bajaj Finance Ltd. 9.7%
Info Edge (India) Ltd. 5.72%
Tata Consultancy Services Ltd. 5.33%
Housing Development Finance Corpn. Ltd. 5.07%
Torrent Power Ltd. 4.72%
Kotak Mahindra Bank Ltd. 4.69%
HDFC Bank Ltd. 3.33%
ICICI Bank Ltd. 2.96%

The Axis ESG Equity Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Financial 30.72%
Services 20.69%
Technology 13.55%
Consumer Staples 11.75%
Healthcare 5.67%
Energy 4.72%
Capital Goods 3.66%
Consumer Discretionary 1.84%
Others 1.41%
Textiles 1.29%
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