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: 2.25% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,163.27 Cr As on 28-02-2025(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.

20.25

14.59%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 14.56
Sharpe Ratio 0.19
Alpha -1.12
Beta 0.92
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 5.85 20.01 10.0 17.32 -
ICICI Prudential ESG Exclusionary Strategy Fund - Growth 05-10-2020 12.21 26.68 16.87 - -
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth 24-12-2020 11.79 20.95 9.47 - -
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth 01-11-2006 9.41 20.3 11.84 22.1 11.78
Invesco India ESG Integration Strategy Fund - Growth 18-03-2021 7.73 20.64 9.19 - -
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION 05-07-2019 4.93 19.16 11.88 22.97 -
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option 05-12-2020 4.83 19.63 9.67 - -
Quant ESG Equity Fund - Growth Option - Regular Plan 05-11-2020 -1.77 23.1 15.11 - -

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

2.1%

Others

14.44%

Large Cap

79.25%

Mid Cap

4.21%

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