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  • Axis ESG Equity Fund (Growth)
Axis Mutual Fund

Axis ESG Equity Fund (Growth)

EquitySectoral / Thematic - Esg

14.43

NAV (Jan 25)

13.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.43

NAV (Jan 25)

Fund Returns

Last 1Y

-6.3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

13.6%

6 Month CAGR

1.8%

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.

Expense Ratio

2.11

Launched (3y ago)

Feb 12, 2020

AUM in Crores

1606.845

ISIN

INF846K01W56

Lock-in

No Lock-in

Benchmark

Nifty 100 ESG TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Jinesh Gopani

Fund Manager

Vinayak Jayanath

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis ESG Equity Fund (Growth)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2023-01-25

Top Stock Holdings

avenue supermarts ltd

9.2%
9.2%

nestle india ltd

8.8%
8.8%

bajaj finance ltd

8.5%
8.5%

tata consultancy services ltd

6.1%
6.1%

info edge (india) ltd

5.3%
5.3%
See all holdings

Allocation by Sector

financial services

31.3%
31.3%

consumer defensive

21.7%
21.7%

technology

15.8%
15.8%

consumer cyclical

7%
7%

communication services

6.9%
6.9%
See all sectors

Compare Axis ESG Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 254,720 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    8%

    4.2%

    7%

    5.7%

    7.5%

    6.4%

    8%

    6%

    7%

    Axis ESG Equity Fund (G) Review

    Axis ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 13.6% over a period of 2 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Jinesh Gopani, Vinayak Jayanath.

    Nav of Axis ESG Equity Fund (G) as of 1/25/2023 is ₹14.43 with the total AUM as of 1/26/2023 is ₹1606.845. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis ESG Equity Fund (G) was launched on Feb 12, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Axis ESG Equity Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Axis ESG Equity Fund (G) 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 TR INR.

    Axis ESG Equity Fund (G) is rated as a 0 fund in Equity and delivered -6.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis ESG Equity Fund (G).

    Frequently Asked Questions

    What is Axis ESG Equity Fund (G)?

    Axis ESG Equity Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Axis ESG Equity Fund (G)?

    You can invest in Axis ESG Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Axis ESG Equity Fund (G)?

    The minimum sip amount for Axis ESG Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis ESG Equity Fund (G) good to invest in?

    As per Scripbox experts, Axis ESG Equity Fund (G) is a Not Reviewed Yet fund. You can investAxis ESG Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Axis ESG Equity Fund (G)?

    The expense ratio of the Axis ESG Equity Fund (G) is 2.11% for regular plan.