Axis ESG Equity Fund Regular Growth: NAV, Returns, Calculator, Expense Ratio & Review

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
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
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 NameAssets (%)
Bajaj Finance Ltd9.14%
Avenue Supermarts Ltd8.9%
Tata Consultancy Services Ltd7.35%
Kotak Mahindra Bank Ltd6.88%
HDFC Bank Ltd6.81%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Kotak Pioneer Fund Direct...₹ 3,023 Cr
34.78
| 0.37%
Very High
ICICI Prudential Exports ...₹ 1,397 Cr
177.35
| 0.01%
Very High
ICICI Prudential Commodit...₹ 2,934 Cr
44.81
| -0.64%
Very High
ICICI Prudential India Op...₹ 29,718 Cr
38.39
| 0.13%
Very High

NAV History

FUND

Axis ESG Equity Fund Regular Growth

NAV (Feb 25, 2021)₹13.98
ClassEquity
Inception DateFeb 12, 2020
Fund ManagerJinesh Gopani, Hitesh Das

FUND

Axis ESG Equity Fund Regular Growth

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹100
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Axis ESG Equity-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
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Estimated value after 3 years

(as per historical returns)

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Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.