AXIS ESG Equity Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹500 0.73 % 0★ ₹1,698 3 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹500 0.73 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹1,698 Cr 3 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 29 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -7.7% - - 17.3%
Category Average 3.1% - - -

Scheme Allocation

Holding
Sector
Asset
Nestle India
9.42%
Avenue Super.
9.4%
Bajaj Finance
8.79%
TCS
5.63%
Info Edg.(India)
5.13%
Others
61.63%
Others
24.9%
Retailing
17.39%
Banks
13.29%
Finance
12.76%
Food Products
9.42%
Others
22.24%
Equity
71.89%
Foreign Equity
24.9%
Reverse Repos
3.52%
Net Curr Ass/Net Receivables
-0.31%
Others
0%

Fund House Details

Axis Mutual Fund

AXIS ESG Equity Fund

Fund Manager
Jinesh Gopani

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

Advance Ratio

-0.05 1.07 0.81 -0.06
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Axis Mutual Fund
AUM:
2,48,991 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

You can invest in AXIS ESG Equity Fund 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 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"
The AXIS ESG Equity Fund has delivered 17.3% since inception
The NAV of AXIS ESG Equity Fund is ₹15.6 as of 29 November 2022.
The expense ratio of AXIS ESG Equity Fund is 0.73 % as of 29 November 2022.
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”.
Invest Now