AXIS ESG Equity Fund – Direct Growth

100
Min SIP
100
Min Lumpsum
1.19 %
Expense Ratio
Rating
1,409
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 27 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.6% 17.8% - 16.2%
Category Average 13.1% 5.8% - -

Scheme Allocation

By Holding
By Sector
By Asset
5.72%
5.43%
TCS
4.91%
Others
72.64%
View all Holdings
Holdings Sector Instrument Asset
Torrent Power Power Generation & Distribution Equity 5.94%
HDFC Bank Banks Equity 5.72%
Nestle India FMCG Equity 5.43%
Bajaj Finance Finance Equity 5.36%
TCS IT - Software Equity 4.91%
ICICI Bank Banks Equity 4.39%
Infosys IT - Software Equity 4.07%
Avenue Super. Retail Equity 3.23%
Kotak Mah. Bank Banks Equity 2.63%
Craftsman Auto Auto Ancillaries Equity 2.27%
Trent Retail Equity 2.21%
Go Fashion (I) Textiles Equity 2.17%
Tech Mahindra IT - Software Equity 1.96%
Coforge IT - Software Equity 1.84%
UltraTech Cem. Cement Equity 1.7%
Rainbow Child. Healthcare Equity 1.34%
Sona BLW Precis. Auto Ancillaries Equity 1.33%
Mphasis IT - Software Equity 1.2%
Dr Reddy's Labs Pharmaceuticals Equity 1.19%
Polycab India Cables Equity 1.11%
Tata Elxsi IT - Software Equity 1.1%
Tata Motors Automobile Equity 1.07%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.02%
Tata Consumer Plantation & Plantation Products Equity 1.01%
M & M Automobile Equity 1.01%
Eicher Motors Automobile Equity 0.99%
A B B Capital Goods - Electrical Equipment Equity 0.97%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.97%
ICICI Pru Life Insurance Equity 0.96%
TVS Motor Co. Automobile Equity 0.87%
Vedant Fashions Retail Equity 0.85%
CreditAcc. Gram. Finance Equity 0.6%
Jyothy Labs FMCG Equity 0.55%
Symphony Consumer Durables Equity 0.52%
J B Chem & Pharm Pharmaceuticals Equity 0.29%
Mankind Pharma Trading Equity 0.26%
Team Lease Serv. Miscellaneous Equity 0.01%
Others
22.63%
Banks
13.58%
IT-Software
12.69%
Retailing
12.24%
Finance
6.67%
Others
32.19%
View all Sectors
Sectors Asset
Others 22.63%
Banks 13.58%
IT-Software 12.69%
Retailing 12.24%
Finance 6.67%
Power 6.38%
Food Products 5.9%
Debt 4.26%
Automobiles 3.52%
Auto Components 3.25%
Cement & Cement Products 1.62%
Healthcare Services 1.32%
Pharmaceuticals & Biotech 1.14%
Industrial Products 1%
Agricultural Food & other 0.99%
Electrical Equipments 0.96%
Insurance 0.94%
Consumer Durables 0.56%
Cash & Others 0.25%
Household Products 0.09%
Equity
73.06%
Foreign Equity
23.74%
Reverse Repos
2.12%
Net Curr Ass/Net Receivables
1.1%

Advance Ratio

2.47
Alpha
4.55
SD
0.88
Beta
0.78
Sharpe

Exit Load

Exit Load If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil

Fund Objective

To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Managers

Jinesh Gopani - Asset Under Management - Head of Equities, Axis Asset Management Ltd

With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.

Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.

Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,980 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

Frequently Asked Questions

How to invest in AXIS ESG Equity Fund – Direct Growth ?

You can invest in AXIS ESG Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS ESG Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS ESG Equity Fund – Direct Growth ?

The NAV of AXIS ESG Equity Fund – Direct Growth is ₹17.2 as of 27 September 2023.

How to redeem AXIS ESG Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS ESG Equity Fund – Direct Growth?

The minimum SIP amount of AXIS ESG Equity Fund – Direct Growth is ₹100

What are the top sectors AXIS ESG Equity Fund – Direct Growth has invested in?

The top sectors AXIS ESG Equity Fund – Direct Growth has invested in are
  1. Others - 22.63%
  2. Banks - 13.58%
  3. IT-Software - 12.69%
  4. Retailing - 12.24%
  5. Finance - 6.67%

Can I make investments in both the SIP and Lump Sum schemes of AXIS ESG Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS ESG Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have AXIS ESG Equity Fund – Direct Growth generated ?

The AXIS ESG Equity Fund – Direct Growth has delivered 16.2% since inception

What is the expense ratio of AXIS ESG Equity Fund – Direct Growth ?

The expense ratio of AXIS ESG Equity Fund – Direct Growth is 1.19 % as of 27 September 2023.

What is the AUM of AXIS ESG Equity Fund – Direct Growth?

The AUM of AXIS ESG Equity Fund – Direct Growth is ₹2,48,980 Cr as of 27 September 2023

What are the top stock holdings of AXIS ESG Equity Fund – Direct Growth?

The top stock holdings of AXIS ESG Equity Fund – Direct Growth are
  1. Torrent Power - 5.94%
  2. HDFC Bank - 5.72%
  3. Nestle India - 5.43%
  4. Bajaj Finance - 5.36%
  5. TCS - 4.91%

How can I redeem my investments in AXIS ESG Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS ESG Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now