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Partner With Us NRI

Feb 07, 2023


Category

Equity

AUM (Cr.)

1,606.84

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.15

Sharpe Ratio

-3.49

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.

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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 (IDCW) 1.74 -3.03 -5.4 0 0 13.51
Benchmark - Nifty 100 ESG TRI -2.13 -3.1 -5.17 14.61 12.65 0
Category Average - BEST EQUITY PERFORMERS -0.68 2.98 1.98 15.6 10.43 11.41
Category Rank 3/9 5/9 5/9 7/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 23.6556 2.09 -5.23 8.45 12.90 510.90 2.52 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 23.6556 2.09 -5.23 8.45 12.90 510.90 2.52 100.00 invest
ICICI Pru US Bluechip Equity Fund (G) 50.1200 1.87 8.83 14.24 16.14 2,121.37 2.23 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (IDCW) 50.1200 1.87 8.83 14.24 16.14 2,121.37 2.23 5,000.00 invest
Franklin India Technology Fund - (IDCW) 33.6389 -89.69 -10.92 18.68 16.57 679.14 0.00 5,000.00 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. Dec 31, 2022 148.61 9.25 -0.06
Equity-Nestle India Dec 31, 2022 140.92 8.77 -11.16
Equity-Bajaj Finance Dec 31, 2022 135.81 8.45 -3.35
Equity-TCS Dec 31, 2022 97.47 6.07 -3.95
Equity-Info Edg.(India) Dec 31, 2022 85.63 5.33 -3.54
Equity-Kotak Mah. Bank Dec 31, 2022 74.19 4.62 -13.59
Equity-H D F C Dec 31, 2022 72.09 4.49 -2.04
Equity-ICICI Bank Dec 31, 2022 71.27 4.44 -6.51
Equity-Torrent Power Dec 31, 2022 70.76 4.40 -8.43
Equity-HDFC Bank Dec 31, 2022 65.70 4.09 1.22

latest news

Axis Business Cycles Fund Announces change in fund managers

The Fund management responsibilities of the following scheme shall be chang...

Feb 03, 2023 10:24

Axis MF Announces change in fund managers under its schemes

Axis Mutual Fund has announced change in fund managers under the following ...

Feb 01, 2023 12:13

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

Axis Mutual Fund has announced 25 January 2023 as the record date for decla...

Jan 23, 2023 11:02

Axis MF Announces change in fund managers under its schemes

Axis Mutual Fund has announced change in fund managers under the following ...

Jan 19, 2023 11:33

Axis Arbitrage Fund Announces IDCW

Axis Mutual Fund has announced 23 January 2023 as the record date for decla...

Jan 19, 2023 10:11

Axis Crisil IBX 50:50 Gilt Plus SDL June 2028 Index Fund Announces Extension of NFO period

Axis Mutual Fund has announced that New Fund Offer (NFO) Period of the Sche...

Jan 14, 2023 11:40

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS ESG Equity Fund (IDCW)
Contact Persone : Jinesh Gopani
Registered Address : Axis House, 1st Floor,C-2, Wadiainternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com