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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 16.6% | 17.8% | - | 16.2% | ||||
Category Average | 13.1% | 5.8% | - | - |
Scheme Allocation
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% |
Sectors | Asset |
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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% |
Advance Ratio
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 |
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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
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
ICICI Pru Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 2,986
-
40.4%Fund Size - 2,986
-
47%Fund Size - 2,986
-
21.4%Fund Size - 2,986
-
Franklin Build India Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,506
-
39.3%Fund Size - 1,506
-
42.8%Fund Size - 1,506
-
19.8%Fund Size - 1,506
-
LIC MF Infrastructure Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 116
-
30.6%Fund Size - 116
-
36.5%Fund Size - 116
-
18.9%Fund Size - 116
-
Franklin India Opportunities Fund – Direct Growth- Equity .
- Sectoral / Thematic .
-
- 1,177
-
33%Fund Size - 1,177
-
30.1%Fund Size - 1,177
-
17.4%Fund Size - 1,177
-
ICICI Pru Banking & Financial Services – Dir Growth- Equity .
- Sectoral / Thematic .
-
- 6,740
-
19.3%Fund Size - 6,740
-
28.2%Fund Size - 6,740
-
13%Fund Size - 6,740
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS ESG Equity Fund – Direct Growth ?
- 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 ?
How to redeem AXIS ESG Equity Fund – Direct Growth holding ?
What is the minimum sip amount of AXIS ESG Equity Fund – Direct Growth?
What are the top sectors AXIS ESG Equity Fund – Direct Growth has invested in?
- Others - 22.63%
- Banks - 13.58%
- IT-Software - 12.69%
- Retailing - 12.24%
- Finance - 6.67%
Can I make investments in both the SIP and Lump Sum schemes of AXIS ESG Equity Fund – Direct Growth?
How much returns have AXIS ESG Equity Fund – Direct Growth generated ?
What is the expense ratio of AXIS ESG Equity Fund – Direct Growth ?
What is the AUM of AXIS ESG Equity Fund – Direct Growth?
What are the top stock holdings of AXIS ESG Equity Fund – Direct Growth?
- Torrent Power - 5.94%
- HDFC Bank - 5.72%
- Nestle India - 5.43%
- Bajaj Finance - 5.36%
- TCS - 4.91%
How can I redeem my investments in AXIS ESG Equity Fund – Direct Growth?
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.