Axis ESG Integration Strategy Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Equity: Thematic-ESG |
| Launch Date: 12-02-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 ESG TRI |
| TER: 2.22% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,334.32 Cr As on 29-11-2024(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. |
16.53
-0.33 (-1.9964%)
16.11%
Benchmark: 13.39%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 ESG TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
There is no value for 2x
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 | 14.11 |
| Sharpe Ratio | 0.42 |
| Alpha | -4.03 |
| Beta | 0.95 |
| 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 - IDCW | 12-02-2020 | 18.53 | 18.81 | 8.85 | - | - |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | 25.7 | 26.3 | 17.22 | - | - |
| Invesco India ESG Integration Strategy Fund - Growth | 18-03-2021 | 25.28 | 22.22 | 12.44 | - | - |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 24.46 | 20.83 | 10.91 | - | - |
| Quant ESG Equity Fund - Growth Option - Regular Plan | 05-11-2020 | 20.56 | 19.7 | 21.15 | - | - |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 05-07-2019 | 19.44 | 18.97 | 13.3 | 17.72 | - |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 01-02-2020 | 19.21 | 19.54 | 9.55 | - | - |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 16.32 | 15.87 | 12.2 | - | - |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 01-11-2006 | 15.99 | 17.59 | 13.01 | 15.13 | 12.45 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.17%
Others
10.75%
Large Cap
78.21%
Mid Cap
7.92%
