₹ 13.58
NAV (Feb 26)
Not Recommended
However, Scripbox does not recommend investing in sectoral / thematic - esg mutual funds.
These funds invest in companies that rank high on their environmental & social impact and governance.
It is based on the belief that this high ranking reflects in the stock performance of these companies over the long term.This strategy,however,limits the available universe of companies and the fund sizes are very small.On the other hand,other diversified funds can also invest in such companies and do.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
1,926 Cr. Large within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.03 %
Expense Ratio
Feb 12, 2020
Launched (1y ago)
₹ 1,926
AUM in Crores
INF846K01W64
ISIN
No Lock-in
Lock-in
Nifty 100 ESG Total Return
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
15.1%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.6%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.2%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Axis ESG Equity Fund (DP-A) is a sectoral / thematic - esg equity fund and has delivered an annualised return of 34.2% over a period of 1 years ..The fund is managed by Axis Asset Management Company Limited.The fund managers are Hitesh Das, Jinesh Gopani
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. However, there is no assurance that the objective of the scheme will be realized.
The Axis ESG Equity Fund (DP-A) fund was launched on Feb 12, 2020. The NAV (Net Asset Value) of this sectoral / thematic - esg equity as of 2021-02-26 is ₹ 13.58. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 1925.772. The category risk of the Axis ESG Equity Fund (DP-A) fund is Very High Risk. The fund charges 2.03 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.5% in this asset class. The top three holdings of the fund are bajaj finance ltd,avenue supermarts ltd and tata consultancy services ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 ESG Total Return
Axis ESG Equity Fund (DP-A) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Axis ESG Equity Fund (DP-A) has a score of 4 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.