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Partner With Us

Oct 22, 2021


Category

Equity

AUM (Cr.)

2,139.08

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.05

Sharpe Ratio

26.14

Beta Ratio

0.00

Fund Manager

Jinesh Gopani

Inception Date

Feb 12, 2020

Risk Level

Very High

Investment 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.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS ESG Equity Fund (G) 1.13 23.71 53.62 0 0 36.62
Benchmark - Nifty 100 ESG TRI 0.56 27.61 56.39 25.41 19.26 0
Category Average - BEST EQUITY PERFORMERS 2.39 25.38 60.46 21.75 14.65 18.08
Category Rank 10/6 10/6 8/6 7/6 7/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
LIC MF Banking & Fina Serv Fund (IDCW) 14.8930 0.90 52.70 16.97 7.42 61.79 0.00 5,000.00 invest
LIC MF Banking & Fina Serv Fund (G) 14.8955 0.90 52.70 16.98 7.42 61.79 0.00 5,000.00 invest
Baroda Banking&Fin Serv Fund - Plan A (G) 31.7500 0.76 53.09 17.97 12.30 54.20 2.70 5,000.00 invest
Tata Banking & Financial Services Fund (G) 27.8057 0.75 53.58 21.81 16.01 821.48 0.00 5,000.00 invest
SBI Magnum Equity ESG Fund (IDCW) 52.9401 -89.38 55.40 22.85 14.95 4,309.54 2.07 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Avenue Super. Sep 30, 2021 221.40 10.35 4.46
Equity-Bajaj Finance Sep 30, 2021 211.70 9.90 -4.98
Equity-Nestle India Sep 30, 2021 195.48 9.14 -0.11
Equity-TCS Sep 30, 2021 165.20 7.72 -0.29
Equity-Info Edg.(India) Sep 30, 2021 153.57 7.18 4.03
Equity-Wipro Sep 30, 2021 150.23 7.02 -1.07
Equity-HDFC Bank Sep 30, 2021 144.51 6.76 0.86
Equity-H D F C Sep 30, 2021 130.92 6.12 -1.58
Equity-Kotak Mah. Bank Sep 30, 2021 88.93 4.16 -6.69
Equity-Torrent Power Sep 30, 2021 74.14 3.47 4.89

latest news

Axis MF Announces IDCW & monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 25 October 2021 as the record date for decla...

Oct 20, 2021 09:49

Axis MF Announces Quarterly & Half Yearly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 27 September 2021 as the record date for dec...

Sep 23, 2021 11:08

Axis Dynamic Equity Fund Announces change in scheme name

Axis Mutual Fund has approved the change in the name of the following Schem...

Aug 24, 2021 12:31

Axis Triple Advantage Fund Announces IDCW

Axis Mutual Fund has announced 26 August 2021 as the record date for declar...

Aug 21, 2021 12:25

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 20 August 2021 as the record date for declar...

Aug 16, 2021 10:33

Axis NIFTY 100 Index Fund Announces Change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under Axis NIF...

Aug 11, 2021 12:21

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS ESG Equity Fund (G)
Contact Persone : Jinesh Gopani
Registered Address : Axis House, 1st Floor, Bombay DyeingMill Compound, PandurangBudhkar Marg, Worli, Mumbai - 400025.
Telephone No : 022-24255100
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com
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