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NRI
  • Mutual Fund
  • AXIS ESG Integration Strategy Fund (IDCW)

Dec 13, 2024

Category

Equity

AUM (Cr.)

1,334.37

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.19

Sharpe Ratio

15.85

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.

Invest Now
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 Integration Strategy Fund (IDCW) 4.11 8.79 24.76 9.44 0 17.8
Benchmark - Nifty 100 ESG TRI 3.53 6.49 22.74 12.41 18.49 0
Category Average - BEST EQUITY PERFORMERS 5.95 7.47 29.99 18.99 22.58 18.31
Category Rank 7/5 7/5 6/5 7/5 7/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Business Cycle Fund - Regular (IDCW) 13.1401 1.31 0.00 0.00 0.00 1,352.84 2.08 500.00 invest
Motilal Oswal Business Cycle Fund - Regular (G) 13.1400 1.31 0.00 0.00 0.00 1,352.84 2.08 500.00 invest
ICICI Pru FMCG Fund - (IDCW) 88.4700 1.11 4.04 12.76 14.03 1,728.51 2.16 5,000.00 invest
ICICI Pru FMCG Fund - (G) 478.6700 1.10 4.02 12.75 14.03 1,728.51 2.16 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 19.0604 -1.42 16.22 2.40 5.82 267.13 2.45 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-HDFC Bank Nov 30, 2024 98.37 7.37 62.99
Equity-Infosys Nov 30, 2024 86.39 6.47 5.72
Equity-ICICI Bank Nov 30, 2024 81.91 6.14 5.64
Reverse Repo-C C I Nov 30, 2024 79.98 5.99 98.22
Equity-Zomato Ltd Nov 30, 2024 62.46 4.68 124.09
Equity-Bharti Airtel Nov 30, 2024 61.34 4.60 0.90
Equity-M & M Nov 30, 2024 46.05 3.45 8.71
Equity-TCS Nov 30, 2024 40.79 3.06 7.62
Equity-HCL Technologies Nov 30, 2024 39.19 2.94 98.03
Equity-Interglobe Aviat Nov 30, 2024 35.39 2.65 8.05

latest news

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following sch...

Dec 14, 2024 11:37

Axis Mutual Fund announces change in scheme name

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

Nov 28, 2024 12:50

Axis Mutual Fund launches Momentum fund

Axis Mutual Fund has launched the Axis Momentum Fund, a new open-ended equi...

Nov 25, 2024 14:49

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 November 2024 as the record date for the ...

Nov 21, 2024 10:13

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following sch...

Nov 05, 2024 10:42

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 October 2024 as the record date for the d...

Oct 23, 2024 15:24

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS ESG Integration Strategy Fund (IDCW)
Contact Persone : Hitesh Das
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com