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Partner With Us NRI

Nov 30, 2023

Category

Equity

AUM (Cr.)

1,319.41

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.20

Sharpe Ratio

10.79

Beta Ratio

0.00

Fund Manager

Hitesh Das

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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Nifty 100 ESG TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS ESG Equity Fund (IDCW) 8.22 11.53 15.3 11.14 0 15.43
Benchmark - Nifty 100 ESG TRI 6.78 11.55 10.17 16.27 15.12 0
Category Average - BEST EQUITY PERFORMERS 7.76 18.39 21.27 22.41 17.05 14.67
Category Rank 6/9 6/9 7/9 7/9 6/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
DSP India T.I.G.E.R. Fund (G) 224.2310 2.68 36.10 36.59 21.48 2,465.98 0.00 100.00 invest
Franklin India Opportunities Fund - (G) 170.2767 2.65 37.56 25.57 19.65 1,489.72 0.00 5,000.00 invest
Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) 10.3600 2.37 0.00 0.00 0.00 0.00 0.00 500.00 invest
Aditya Birla SL Transportation and Logistics Fund-Reg (G) 10.3600 2.37 0.00 0.00 0.00 0.00 0.00 500.00 invest
Franklin India Technology Fund - (IDCW) 41.2219 -90.35 35.32 19.14 21.56 963.53 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-Torrent Power Oct 31, 2023 83.15 6.30 -1.57
Equity-Bajaj Finance Oct 31, 2023 68.23 5.17 -17.25
Equity-Nestle India Oct 31, 2023 67.44 5.11 2.87
Equity-TCS Oct 31, 2023 62.76 4.76 -13.79
Equity-Infosys Oct 31, 2023 54.74 4.15 -4.67
Equity-Avenue Super. Oct 31, 2023 44.44 3.37 -1.15
Equity-ICICI Bank Oct 31, 2023 43.48 3.30 -3.84
Equity-HDFC Bank Oct 31, 2023 42.48 3.22 -3.26
Equity-Titan Company Oct 31, 2023 30.30 2.30 1.30
Equity-Craftsman Auto Oct 31, 2023 29.30 2.22 -2.76

latest news

AXIS Mutual Fund Announces Appointment of Key Personnel

AXIS Mutual Fund has announced that Mr. Abhishek Arvind Gupta has been appo...

Nov 27, 2023 14:43

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

Axis Mutual Fund has announced 28 November 2023 as the record date for decl...

Nov 23, 2023 09:48

Axis MF Announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Nov 20, 2023 10:45

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

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

Oct 20, 2023 10:40

Axis Mutual Fund Announces change in benchmark under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

Oct 11, 2023 11:46

AXIS MF Announces change in fund managers under its schemes

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

Oct 03, 2023 11:22

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS ESG Equity Fund (IDCW)
Contact Persone : Hitesh Das
Registered Address : international centre,Panduranginternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com