Axis ESG Equity Fund - Regular Plan - IDCW

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NAV
₹ 13.29 ₹ 0.02 (0.15 %)
as on 09-06-2023
Asset Size (AUM)
1,492.7 Cr
Launch Date
Feb 12, 2020
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Minimum Investment 500.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 12, 2020
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13.78

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.11%
Volatility
N/A
Fund House
Axis Mutual Fund
Fund Manager
Jinesh Gopani, Hitesh Das, Vinayak Jayanath
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 09-06-2023

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis ESG Equity Fund - Regular Plan - IDCW 12-02-2020 10.61 3.53 16.02 0.0 0.0
Quant ESG Equity Fund - Growth Option - Regular Plan 06-11-2020 16.04 20.0 0.0 0.0 0.0
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth 01-11-2006 15.14 9.16 22.72 11.9 13.69
Kotak ESG Opportunities Fund - Regular Plan - Growth Option 05-12-2020 13.97 4.32 0.0 0.0 0.0
Quantum India ESG Equity Fund - Regular Plan - Growth Option 12-07-2019 13.83 6.52 22.9 0.0 0.0
ICICI Prudential ESG FUND - Growth 05-10-2020 13.16 5.99 0.0 0.0 0.0
Axis ESG Equity Fund - Regular Plan - Growth Option 05-02-2020 11.36 4.21 16.53 0.0 0.0
Aditya Birla Sun Life ESG Fund-Regular Plan-Growth 24-12-2020 11.33 5.42 0.0 0.0 0.0
Invesco India ESG Equity Fund - Growth 18-03-2021 7.62 6.63 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings