- Mutual Funds
- Axis Mutual Fund
- Axis ESG Integration Strategy Fund (Growth)
Formerly Axis ESG Equity Reg Gr
Axis ESG Integration Strategy Fund (Growth)
₹ 18.99
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.99
NAV (Apr 18)
Fund Returns
Last 1Y | 28.7% |
Last 3Y | 11.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.6% |
6 Month CAGR | 16.3% |
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 using an ESGIntegration approach. However,there can be no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 2.23 |
Launched (4y ago) | Feb 12, 2020 |
AUM in Crores | 1371.790 |
ISIN | INF846K01W56 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 ESG TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.516 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis ESG Integration Strategy Fund (Growth) | 9,62,096 | 2,29,484 | 11.1% | |
| 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
7.3%icici bank ltd
4.6%infosys ltd
4.4%tata consultancy services ltd
3.4%trent ltd
3.2%Allocation by Sector
technology
21.1%consumer cyclical
20.8%financial services
19.3%consumer defensive
10.1%utilities
8.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5% | 7.9% | ||
5.5% | 7% | ||
5.8% | 7% | ||
5.9% | 8% | ||
- | 4.9% |
Axis ESG Integration Strategy Fund (G) Review
Axis ESG Integration Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 16.6% over a period of 4 years. The fund was previously known as Axis ESG Equity Reg Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Krishnaa N, Shreyash Devalkar.
Nav of Axis ESG Integration Strategy Fund (G) as of 4/18/2024 is ₹18.99 with the total AUM as of 4/19/2024 is ₹1371.79. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis ESG Integration Strategy 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 Integration Strategy 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 Integration Strategy 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 Integration Strategy Fund (G) is rated as a 0 fund in Equity and delivered 28.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis ESG Integration Strategy Fund (G).
Frequently Asked Questions
What is Axis ESG Integration Strategy Fund (G)?
How to invest in Axis ESG Integration Strategy Fund (G)?
You can invest in Axis ESG Integration Strategy 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 Integration Strategy Fund (G)?
The minimum sip amount for Axis ESG Integration Strategy Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis ESG Integration Strategy Fund (G) good to invest in?
As per Scripbox experts, Axis ESG Integration Strategy Fund (G) is a Not Reviewed Yet fund. You can investAxis ESG Integration Strategy 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 Integration Strategy Fund (G)?
The expense ratio of the Axis ESG Integration Strategy Fund (G) is 2.23% for regular plan.