Axis ESG Equity Fund Regular Growth
High Risk
Equity
NAV as of Feb 25, 2021
₹13.98
0.36%1D Change
Returns since inception
38.11%p.a.
High Risk
Equity
NAV as of Feb 25, 2021
₹13.98
0.36%1D Change
Returns since inception
38.11%p.a.
Axis ESG Equity Fund Regular Growth
High Risk|Equity
NAV as of Feb 25, 2021
₹13.98
0.36%1D
Returns since inception
38.11%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio2.03%
- Exit Load1% within 365 days
- AUM (Fund size)₹1,925.77 Crore
- Lock-in periodNo Lock-in
- Age5 yrs since Feb 12, 2020
- Min. investmentSIP ₹100 & Lump. ₹100
- RiskHigh
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Bajaj Finance Ltd | 9.14% |
| Avenue Supermarts Ltd | 8.9% |
| Tata Consultancy Services Ltd | 7.35% |
| Kotak Mahindra Bank Ltd | 6.88% |
| HDFC Bank Ltd | 6.81% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Natural Resources & N... | ₹ 750 Cr | ₹69.83 | 1.07% | Very High |
| ICICI Prudential India Op... | ₹ 28,204 Cr | ₹39.31 | -0.15% | Very High |
| ICICI Prudential Exports ... | ₹ 1,396 Cr | ₹181.37 | -0.10% | Very High |
| Kotak Pioneer Fund Direct... | ₹ 2,807 Cr | ₹34.33 | 0.56% | Very High |
NAV History - Axis ESG Integration Strategy Fund - Regular Plan - Growth
FUND | Axis ESG Integration Strategy Fund - Regular Plan - Growth |
|---|---|
| NAV (Feb 25, 2021) | ₹13.98 |
| Class | Equity | |
| Inception Date | Feb 12, 2020 |
| Fund Manager | Jinesh Gopani, Hitesh Das |
FUND | Axis ESG Integration Strategy Fund - Regular Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Axis ESG Integration... | -0.85% | 3.02% | 12.47% | 28.26% | 38.83% | null% |
About Axis Asset Management Company Limited
Axis Mutual Fund was established in October 2009 after registering with SEBI or the Securities and Exchange Board of India. Axis Bank holds 75% of the share in the asset management company while Schroder Singapore holds the remaining 25%. Axis Mutual Fund has Axis Bank Limited as the sponsor and Axis Mutual Fund Trustee Limited as the trustee.
Axis Asset Management Company Limited Details
- No. of schemes157
- Total AUM₹196,548.66 Crore
- AddressAxis Asset Management Company Ltd., Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, Maharashtra, 400 025
- Phone+91 22 43255161
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
--
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
