Axis ESG Equity Fund - Growth - Regular Plan

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  • 1.51 %Nav, as on 28-05-2020

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  • Net Change on 28-05-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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- REGULAR PLAN - Growth Jan 01, 1991 -20.22 -0.70 3.24 2.28 2,323.67
Sundaram Rural and Consumption Regular Growth May 12, 2006 -18.85 -4.08 6.18 2.23 1,440.11
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 -13.28 1.22 6.26 2.46 1,335.18
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -34.55 -10.48 -1.29 2.50 737.87
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -9.63 1.00 2.14 2.53 526.89

Fund Holdings as on 30-April-2020

  • Housing Development Finance Corporation Limited

  • Avenue Supermarts Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • Hindustan Unilever Limited

  • HDFC Bank Limited

  • HDFC Life Insurance Company Limited

  • Bajaj Finance Limited

  • Clearing Corporation of India Ltd

  • Nestle India Limited

  • Torrent Power Limited

  • Info Edge (India) Limited

  • Abbott India Limited

  • Amazon Com Inc

  • Microsoft Corp

  • Alphabet Inc A

  • Tencent Holdings Ltd

  • Symphony Limited

  • Torrent Pharmaceuticals Limited

  • Schneider Elect Se

  • Booking Holdings Inc

  • Lonza Group Ag

  • TEXAS INSTRS INC COM

  • Unilever PLC

  • Deere And Co Ltd

  • Bunzl PLC

  • Nestle SA

  • ADOBE INC

  • Danone-Spons

  • Unitedhealth Group Inc

  • AIA GROUP LTD-SP ADR

  • Visa Inc

  • ROCHE HOLDINGS LTD-SPONS ADR

  • Mastercard Incorporated

  • Taiwan Semiconductor

  • DANAHER CORP

  • THERMO FISHER SCIENTIFIC INC

  • Recruit Holdings Co Ltd

  • Vestas Wind Systems

  • Whitbread PLC

  • CSL Ltd

  • ADIDAS AG-SPONSORED ADR

  • INTUIT INC

  • Spirax-Sarco Engineering PLC

  • Banco Bilbao Vizcaya

  • First Republic Bank

  • Trane Technologies Plc

  • Norsk Hydro As

  • Bank Central Asia

  • Tomra Systems

  • Raia Drogasil

  • IPCA Laboratories Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • Finance - Housing

  • Retailing

  • IT - Software

  • Household & Personal Products

  • Insurance

  • Finance - NBFC

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • BPO/ITeS

  • 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 ₹1,690.17 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 ₹0.14(1.51%)yesterday to ₹9.41.

Among its top 3 holdings the fund has exposure to Housing Development Finance Corporation 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