Axis ESG Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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- REGULAR PLAN - Growth Jan 01, 1991 58.26 12.02 13.26 2.00 3,518.07
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 54.32 11.81 15.81 1.96 1,937.02
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 74.03 10.47 13.21 2.52 1,795.16
Sundaram Rural and Consumption Regular Growth May 12, 2006 45.11 3.80 11.67 2.31 1,336
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 104.86 24.55 21.21 2.36 1,160.97

Fund Holdings as on 31-March-2021

  • Avenue Supermarts Limited

  • Tata Consultancy Services Limited

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • Housing Development Finance Corporation Limited

  • Nestle India Limited

  • Info Edge (India) Limited

  • Wipro Limited

  • Torrent Power Limited

  • HDFC Life Insurance Company Limited

  • Clearing Corporation of India Ltd

  • Hindustan Unilever Limited

  • Alphabet Inc A

  • Symphony Limited

  • Microsoft Corp

  • Texas Instruments Inc

  • Booking Holdings Inc

  • Assa Abloy Ab

  • Recruit Holdings Co. Ltd

  • Tencent Holdings Ltd

  • ASML Holding NV

  • Roche Holding Ltd

  • AIA Group Ltd

  • Deere & Co

  • Taiwan Semiconductor Manufacturing Co Ltd

  • Bank Central Asia

  • First Republic Bank

  • Visa Inc

  • Adidas

  • Banco Bilbao Vizcaya Argentaria

  • Trane Technologies Plc

  • Nestle Ltd

  • The Toronto-Dominion Bank

  • Unilever PLC

  • Thermo Fisher Scientific Inc

  • Unitedhealth Group Inc

  • Bunzl PLC

  • Vestas Wind Systems AS

  • Schneider Electric SE

  • Mastercard Incorporated

  • Greggs PLC

  • Vertiv Holdings Co

  • Anthem Inc

  • Adobe Inc

  • Kerry Group PLC

  • Xylem Inc/NY

  • Raia Drogasil

  • Dexcom Inc

  • Tomra Systems ASA

  • Spirax-Sarco Engineering PLC

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Retailing

  • Finance - NBFC

  • Finance - Housing

  • Consumer Food

  • BPO/ITeS

  • Power Generation/Distribution

  • Insurance

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

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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 ₹1,903.57 crore. Axis ESG Equity Fund is benchmarked against Nifty 100 ESG Index - TRI as primary index.

The NAV of Axis ESG Equity Fund ended up ₹0.03(0.22%)yesterday to ₹13.84.

Among its top 3 holdings the fund has exposure to Avenue Supermarts 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