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  • Axis Asset Management Company Limited
  • Axis ESG Equity Fund (Dividend Payout - Annually)
Axis ESG Equity Fund (Dividend Payout - Annually)

Axis ESG Equity Fund (Dividend Payout - Annually)

EquitySectoral / Thematic - Esg

13.58

NAV (Feb 26)

Scripbox Opinion

Not Recommended

Click here 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

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

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Scheme Information

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

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.

Fund Managers
user-avatar

Hitesh Das

Fund Manager

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Jinesh Gopani

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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HDFC Top 100 Fund (G)

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Nippon India Growth Fund (G)

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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.

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  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Axis Liquid Fund (G)

    Axis Liquid Fund (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    5.9%

    3Y returns

    Axis Bluechip Fund (G)

    Axis Bluechip Fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 21,867 Cr

    Fund Size

    15.1%

    3Y returns

    Axis Liquid Retail fund (G)

    Axis Liquid Retail fund (G)

    Liquid

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    5.4%

    3Y returns

    Axis Liquid Fund (DP-M)

    Axis Liquid Fund (DP-M)

    Liquid

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    4.6%

    3Y returns

    Axis Liquid Retail fund (DP-M)

    Axis Liquid Retail fund (DP-M)

    Liquid

    Top Ranked

    ₹ 23,571 Cr

    Fund Size

    4.2%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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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    About Axis ESG Equity Fund (DP-A)

    About Axis ESG Equity Fund (DP-A)

    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

    Axis ESG Equity Fund (DP-A) 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 (DP-A) NAV,AUM,Risk

    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.

    Axis ESG Equity Fund (DP-A) Holdings

    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

    Axis ESG Equity Fund (DP-A) 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 (DP-A) 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

    Axis ESG Equity Fund (DP-A) Review

    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.

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