- Mutual Funds
- Axis Mutual Fund
- Axis ESG Equity Fund (Growth)
Axis ESG Equity Fund (Growth)
₹ 17.42
NAV (Dec 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.42
NAV (Dec 1)
Fund Returns
Last 1Y | 14.8% |
Last 3Y | 11.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 15.7% |
6 Month CAGR | 12.8% |
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.
Expense Ratio | 2.2 |
Launched (3y ago) | Feb 12, 2020 |
AUM in Crores | 1319.412 |
ISIN | INF846K01W56 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.475 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis ESG Equity Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
torrent power ltd
6.3%bajaj finance ltd
5.2%nestle india ltd
5.1%tata consultancy services ltd
4.8%infosys ltd
4.1%Allocation by Sector
financial services
21.6%technology
21.5%consumer cyclical
21.3%consumer defensive
13.2%healthcare
6.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 7.8% | ||
4.9% | 7% | ||
5.3% | 7.9% | ||
4.5% | 7.5% | ||
5.6% | 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 15.7% over a period of 3 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Shreyash Devalkar, Vinayak Jayanath.
Nav of Axis ESG Equity Fund (G) as of 12/1/2023 is ₹17.42 with the total AUM as of 12/3/2023 is ₹1319.412. 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 14.8% 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)?
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 2.2% for regular plan.