Axis ESG Integration Strategy Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Equity: Thematic-ESG
Launch Date: 01-02-2020
Asset Class: Equity
Benchmark: NIFTY 100 ESG TRI
TER: 2.23% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,213.8 Cr As on 31-03-2025(Source:AMFI)
Turn over: 55% | Exit Load: If redeemed / switched-out within 12 months For 10% of investment: Nil For remaining investment: 1% on FIFO basis w.e.f., 12/02/2020 ---Please Note -The name of Axis ESG Equity Fund has been changed to Axis ESG Integration Strategy Fund, effective from January 31, 2024.

20.84

15.01%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 ESG TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.73
Sharpe Ratio 0.19
Alpha -1.27
Beta 0.91
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option 01-02-2020 8.2 19.06 11.12 17.19 -
ICICI Prudential ESG Exclusionary Strategy Fund - Growth 05-10-2020 15.08 27.58 18.9 - -
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth 24-12-2020 14.33 21.68 11.3 - -
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth 01-11-2006 9.65 20.0 12.94 21.59 11.99
Invesco India ESG Integration Strategy Fund - Growth 18-03-2021 9.57 21.53 11.46 - -
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION 05-07-2019 9.07 18.97 12.49 22.38 -
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option 05-12-2020 6.84 19.1 11.81 - -
Quant ESG Equity Fund - Growth Option - Regular Plan 05-11-2020 1.12 23.5 14.83 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.09%

Others

13.49%

Large Cap

80.2%

Mid Cap

4.22%

Feedback
Notification