Axis ESG Equity Fund - Growth - Direct Plan

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  • (-0.7%)Nav, as on 05-03-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate long term capital appreciation by investing in a diversified portfolio of companiesdemonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty 100 ESG Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund - DIRECT PLAN -GROWTH Jan 01, 2013 29.60 14.65 15.51 1.33 3,279.68
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 27.27 14.53 19.00 1.07 1,799.79
Sundaram Rural and Consumption Fund - Direct Plan - Growth Option Jan 02, 2013 19.98 7.25 15.97 1.47 1,374.93
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan Jan 01, 2013 68.50 26.99 23.59 1.46 940.94
Tata Digital India Fund-Direct Plan-Growth Dec 28, 2015 65.57 27.98 21.92 0.97 920.96

Fund Holdings as on 31-January-2021

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Info Edge (India) Limited

  • Wipro Limited

  • Housing Development Finance Corporation Limited

  • Nestle India Limited

  • Hindustan Unilever Limited

  • HDFC Life Insurance Company Limited

  • Clearing Corporation of India Ltd

  • Torrent Power Limited

  • Microsoft Corp

  • Alphabet Inc A

  • Taiwan Semiconductor Manufacturing Co Ltd

  • Symphony Limited

  • Texas Instruments Inc

  • AIA Group Ltd

  • Tencent Holdings Ltd

  • Booking Holdings Inc

  • Assa Abloy Ab

  • ASML Holding NV

  • Banco Bilbao Vizcaya Argentaria

  • Recruit Holdings Co. Ltd

  • Bank Central Asia

  • Unilever PLC

  • Vestas Wind Systems AS

  • Roche Holding Ltd

  • Adidas

  • Nestle Ltd

  • Thermo Fisher Scientific Inc

  • Visa Inc

  • Unitedhealth Group Inc

  • Greggs PLC

  • Abbott India Limited

  • First Republic Bank

  • Deere & Co

  • Trane Technologies Plc

  • Bunzl PLC

  • Schneider Electric SE

  • Intuit Inc

  • Whitbread PLC

  • Mastercard Incorporated

  • Adobe Inc

  • Xylem Inc/NY

  • Kerry Group PLC

  • Raia Drogasil

  • Santen Pharmaceutical Co Ltd

  • CSL Ltd

  • Tomra Systems ASA

  • Spirax-Sarco Engineering PLC

  • Dexcom Inc

  • Torrent Pharmaceuticals Limited

  • The Toronto-Dominion Bank

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Retailing

  • BPO/ITeS

  • Finance - Housing

  • Consumer Food

  • Household & Personal Products

  • Insurance

  • Power Generation/Distribution

  • Consumer Durables - Domestic Appliances

  • Pharmaceuticals & Drugs

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  • Cash

  • Equity

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About Axis ESG Equity Fund

Scheme Analysis

Axis ESG Equity Fund is a Equity - Thematic Fund - Other fund and belongs to Axis Mutual Fund. It was launched on 12-Feb-2020 and currently has an AUM of ₹1,925.77 crore. Axis ESG Equity Fund is benchmarked against Nifty 100 ESG Index - TRI as primary index.

The NAV of Axis ESG Equity Fund ended down ₹-0.1(-0.7%)yesterday to ₹14.12.

Among its top 3 holdings the fund has exposure to Bajaj Finance Limited, and

The Axis ESG Equity Fund is managed by Jinesh Gopani and Hitesh Das.

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com