Axis ESG Equity Fund - Growth - Regular Plan

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  • Net Change on 11-08-2020

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Fund Overview Growth | Regular Plan

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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 2.56 5.34 6.58 2.21 2,707.80
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 5.24 5.50 8.48 2.37 1,478.77
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -13.21 -5.20 0.61 2.50 767.60
Tata Ethical Fund Regular Plan - Growth May 24, 1996 12.59 5.63 4.13 2.51 586.70
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 1.53 0.99 3.63 2.51 492.77

Fund Holdings as on 31-July-2020

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • HDFC Life Insurance Company Limited

  • Hindustan Unilever Limited

  • HDFC Bank Limited

  • Avenue Supermarts Limited

  • Housing Development Finance Corporation Limited

  • Info Edge (India) Limited

  • Nestle India Limited

  • Clearing Corporation of India Ltd

  • Torrent Power Limited

  • Wipro Limited

  • Alphabet Inc A

  • Microsoft Corp

  • Abbott India Limited

  • Taiwan Semiconductor

  • Tencent Holdings Ltd

  • Schneider Elect Se

  • Symphony Limited

  • Bunzl PLC

  • Unilever PLC

  • Trane Technologies Plc

  • Vestas Wind Systems

  • Nestle SA

  • ROCHE HOLDINGS LTD-SPONS ADR

  • Deere And Co Ltd

  • AIA GROUP LTD-SP ADR

  • TEXAS INSTRS INC COM

  • Visa Inc

  • ASML Holding NV

  • Mastercard Incorporated

  • ADIDAS AG-SPONSORED ADR

  • Bank Central Asia

  • Unitedhealth Group Inc

  • ADOBE INC

  • Recruit Holdings Co Ltd

  • THERMO FISHER SCIENTIFIC INC

  • Booking Holdings Inc

  • INTUIT INC

  • Raia Drogasil

  • First Republic Bank

  • Lonza Group Ag

  • Danone-Spons

  • DANAHER CORP

  • Banco Bilbao Vizcaya

  • CSL Ltd

  • Whitbread PLC

  • Tomra Systems

  • Spirax-Sarco Engineering PLC

  • Greggs PLC

  • Torrent Pharmaceuticals Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Insurance

  • Household & Personal Products

  • Retailing

  • Finance - Housing

  • BPO/ITeS

  • Consumer Food

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Consumer Durables - Domestic Appliances

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Fund Manager

  • ADRs & GDRs

  • 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 ₹1,723.43 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(0%)yesterday to ₹10.72.

Among its top 3 holdings the fund has exposure to Tata Consultancy Services 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