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for top ranked funds in
sectoral / thematic - esg mutual funds.
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.
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
Moderately Low
Moderate
Moderately High
High
High Risk
2.01%
Expense Ratio
12th Feb, 2020
Launched (0y ago)
₹
1,679
AUM in Crores
INF846K01W64
ISIN
No Lock-in
Lock-in
Nifty 100 ESG Total Return
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Hitesh Das
Fund Manager
Jinesh Gopani
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Axis Asset Management Company Limited manages assets worth ₹ 159,453 crores. It's current offering of mutual fund schemes includes 27 equity, 93 debt and 35 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Mutual fund companies allot you units and send confirmation via email & SMS. The same gets updated in your Scripbox Account
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About Axis ESG Equity Fund (Dividend Payout - Annually)
About Axis ESG Equity Fund (Dividend Payout - Annually)
Axis ESG Equity Fund (Dividend Payout - Annually) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 11.0% over a period of 0 years.
The fund is managed by Axis Asset Management Company Limited.
The fund managers are Hitesh Das, Jinesh Gopani.
Axis ESG Equity Fund (Dividend Payout - Annually) 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.
However, there is no assurance that the objective of the scheme will be realized.
Axis ESG Equity Fund (Dividend Payout - Annually) NAV, AUM and Risk
The fund was launched on 2020-02-12. The NAV of the fund as of 2020-10-30 is ₹ 11.10. The total AUM of the fund as of 2020-10-30 is ₹ 1,679 Cr. The category risk of the fund is High Risk
The fund charges 2.01 % as expense ratio.
Axis ESG Equity Fund (Dividend Payout - Annually) Holdings
The fund’s highest allocation is towards equity and has invested 98.48% in this asset class.
The top three holdings of the fund are tata consultancy services ltd, bajaj finance ltd and avenue supermarts ltd.
Axis ESG Equity Fund (Dividend Payout - Annually) SIP
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.
Axis ESG Equity Fund (Dividend Payout - Annually) Investment volatility and Horizon
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.
