Axis ESG Equity Fund - Growth - Regular Plan

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  • (-0.43%)Nav, as on 29-09-2023

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  • Net Change on 29-09-2023

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  • 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 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY100 ESG - 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 16.69 20.74 13.56 1.99 4,978
Tata Ethical Fund Regular Plan - Growth May 24, 1996 15.82 22.76 15.74 2.08 1,879.37
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 34.85 29.29 17.46 2.27 1,177.68
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 30.43 29.97 13.52 2.26 1,153.90
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 18.06 24.08 19.23 2.24 952.98

Fund Holdings as on 31-August-2023

  • Torrent Power Limited

  • HDFC Bank Limited

  • Nestle India Limited

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Avenue Supermarts Limited

  • Kotak Mahindra Bank Limited

  • Craftsman Automation Limited

  • Trent Limited

  • Go Fashion (India) Limited

  • Clearing Corporation of India Ltd

  • Microsoft Corp

  • Tech Mahindra Limited

  • Coforge Limited

  • Alphabet Inc A

  • UltraTech Cement Limited

  • Rainbow Childrens Medicare Limited

  • Sona BLW Precision Forgings Limited

  • MphasiS Limited

  • Dr. Reddy's Laboratories Limited

  • Booking Holdings Inc

  • Polycab India Limited

  • Net Receivables / (Payables)

  • Tata Elxsi Limited

  • Tata Motors Limited

  • Info Edge (India) Limited

  • Tata Consumer Products Limited

  • Mahindra & Mahindra Limited

  • Eicher Motors Limited

  • ABB India Limited

  • Zomato Limited

  • ICICI Prudential Life Insurance Company Limited

  • Adobe Inc

  • Relx Plc

  • Banco Bilbao Vizcaya Argentaria

  • TVS Motor Company Limited

  • Bunzl PLC

  • Vedant Fashions Limited

  • Astrazeneca PLC

  • Texas Instruments Inc

  • ASML Holding NV

  • Mastercard Incorporated

  • Unilever PLC

  • Visa Inc

  • Taiwan Semiconductor Manufacturing Co Ltd

  • Intuit Inc

  • Thermo Fisher Scientific Inc

  • Elevance Health Inc

  • AIA Group Ltd

  • Recruit Holdings Co. Ltd

  • CreditAccess Grameen Limited

  • Roche Holding Ltd

  • HITACHI Limited

  • Raia Drogasil

  • Salesforce Inc

  • DBS Group Holdings Ltd

  • Jyothy Labs Limited

  • Industria De Diseno Textil S.A

  • Nestle Ltd

  • Symphony Limited

  • Reckitt Benckiser Group PLC

  • Greggs PLC

  • Dexcom Inc

  • Vestas Wind Systems AS

  • LULULEMON ATHLETICA INC

  • JB Chemicals & Pharmaceuticals Limited

  • Mankind Pharma Limited

  • Kingfisher PLC

  • Spirax-Sarco Engineering PLC

  • Norsk Hydro As

  • TeamLease Services Limited

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Retailing

  • Finance - NBFC

  • Power Generation/Distribution

  • Consumer Food

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Cable

  • Automobiles-Trucks/Lcv

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Tea/Coffee

  • e-Commerce

  • Electric Equipment

  • Insurance

  • Textile

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

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Fund Manager

  • 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 ₹1,409.64 crore. Axis ESG Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY100 ESG - TRI as secondary index.

The NAV of Axis ESG Equity Fund ended down ₹-0.07(-0.43%)yesterday to ₹16.26.

Among its top 3 holdings the fund has exposure to Torrent Power Limited, and

The Axis ESG Equity Fund is managed by Shreyash Devalkar 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