Axis ESG Equity Fund - Growth - Regular Plan

Other Plans and Options
  • 1.35 %Nav, as on 07-06-2023

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  • Net Change on 07-06-2023

  • 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 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 15.02 22.24 12.12 2.02 4,543.71
Tata Ethical Fund Regular Plan - Growth May 24, 1996 15.19 25.62 13.67 2.12 1,570.10
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 21.52 26.15 9.31 2.27 1,108.40
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 6.44 23.19 13.24 2.27 872.15
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 28.40 28.77 12.85 2.45 681.73

Fund Holdings as on 30-April-2023

  • Nestle India Limited

  • Avenue Supermarts Limited

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Torrent Power Limited

  • Kotak Mahindra Bank Limited

  • Info Edge (India) Limited

  • Housing Development Finance Corporation Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Clearing Corporation of India Ltd

  • Infosys Limited

  • Microsoft Corp

  • Dr. Reddy's Laboratories Limited

  • Go Fashion (India) Limited

  • Tech Mahindra Limited

  • Coforge Limited

  • Tata Consumer Products Limited

  • Symphony Limited

  • Tata Elxsi Limited

  • Sona BLW Precision Forgings Limited

  • Alphabet Inc A

  • Rainbow Childrens Medicare Limited

  • Vedant Fashions Limited

  • Schneider Electric SE

  • Booking Holdings Inc

  • Astrazeneca PLC

  • Industria De Diseno Textil S.A

  • AIA Group Ltd

  • Bunzl PLC

  • Unitedhealth Group Inc

  • Texas Instruments Inc

  • Relx Plc

  • The Toronto-Dominion Bank

  • ASML Holding NV

  • Elevance Health Inc

  • Mastercard Incorporated

  • Recruit Holdings Co. Ltd

  • Visa Inc

  • Thermo Fisher Scientific Inc

  • Unilever PLC

  • Taiwan Semiconductor Manufacturing Co Ltd

  • Adobe Inc

  • Vestas Wind Systems AS

  • Roche Holding Ltd

  • DBS Group Holdings Ltd

  • Nestle Ltd

  • Reckitt Benckiser Group PLC

  • Salesforce Inc

  • Dexcom Inc

  • Raia Drogasil

  • City Union Bank Limited

  • Greggs PLC

  • Lonza Group Ltd

  • Deckers Outdoor Corp

  • Spirax-Sarco Engineering PLC

  • Trent Limited

  • Kingfisher PLC

  • Norsk Hydro As

  • Oak Street Health Inc

  • Clean Science and Technology Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Retailing

  • Consumer Food

  • Finance - NBFC

  • Power Generation/Distribution

  • BPO/ITeS

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Textile

  • Chemicals

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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 ₹1,496.55 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 up ₹0.21(1.35%)yesterday to ₹15.82.

Among its top 3 holdings the fund has exposure to Nestle India 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