Fund Performance
Lumpsum
SIP
-7.71
as on 31 Jan 20231 Year
Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 9,228 today.
NAV Performance
Fund Information
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₹ 14.360
as on 31 Jan 2023 -
Regular - Growth
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-
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₹ 5,000
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₹ 2,125 Cr.
as on 31 Dec 2021 -
2.07%
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12 Feb 2020
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Nifty 50
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Axis Mutual Fund
Show All Funds -
Axis ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Highlights of this fund
Axis Esg Equity Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 12 Feb 2020. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Equity funds offered by Axis Mutual Fund.
Latest NAV of the fund is ₹ 14.360 as on 31 Jan 2023.
This fund has 2 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.07%. Ideally you shoulds compare this fund with the benchmark Nifty 50.
You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.
Fund Objective
To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
List of Fund Managers of Axis Esg Equity Fund
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About Hitesh Das
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About Jinesh Gopani
Jinesh Gopani is the Head of Equity at Axis AMC. He joined Axis AMC in 2009 as an Equity Fund Manager and worked his way to Head of Equity in 2016. He currently manages the flagship Axis Long Term Equity Fund amongst other funds. Prior to Axis AMC, Jinesh was associated with Birla Sunlife AMC as a Portfolio Manager, where he was responsible for alternative assets across the growth, value and dividend basket. He was associated with this company from June 2008 to October 2009. He was also associated with Voyager India Capital as a Sr. Research Analyst responsible for the BFSI & Infrastructure sector and held a sectorial portfolio manager role for investments. He was with Voyager India Capital from February 2006 to May 2008.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at High Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 7.75% | 26.56% | 19.02% | 19.38% | 39.81% | 39.16% | 21.52% | 20.56% | 25.44% | 26.37% | 39.71% | 30.09% | 20.52% |
| Category Average | -1.61% | -1.38% | 4.47% | 2.69% | 17.54% | 16.80% | 9.46% | 13.21% | 6.08% | 7.73% | 17.58% | 15.02% | 13.34% |
| Axis Esg Equity Fund | -2.38%₹ 9,762 | -2.78%₹ 9,722 | -3.43%₹ 9,657 | -7.71%₹ 9,228 | -4.96%₹ 11,674 | 5.09%₹ 11,046 | -3.34%₹ 23,168 | - | - | - | - | - | - |
| ICICI Prudential Commodities Fund | -2.30%₹ 9,769 | 6.26%₹ 10,625 | 14.26%₹ 11,426 | 12.23%₹ 11,223 | 17.41%₹ 13,109 | 39.16%₹ 19,400 | 18.07%₹ 28,675 | 39.16%₹ 26,971 | 38.72%₹ 62,100 | - | - | - | - |
| Quant Infrastructure Fund | -4.86%₹ 9,513 | -3.02%₹ 9,698 | 6.67%₹ 10,666 | 6.25%₹ 10,625 | 7.91%₹ 12,510 | 39.81%₹ 19,581 | 19.49%₹ 29,056 | 36.96%₹ 25,715 | 39.71%₹ 62,896 | 18.42%₹ 23,303 | 30.09%₹ 1,25,847 | 16.66%₹ 46,715 | 20.52%₹ 3,54,544 |
| Quant Consumption Fund | -4.64%₹ 9,536 | -2.81%₹ 9,719 | 8.30%₹ 10,829 | 5.57%₹ 10,557 | 8.32%₹ 12,536 | 30.55%₹ 17,068 | 14.09%₹ 27,620 | 34.66%₹ 24,435 | 30.61%₹ 55,842 | 16.98%₹ 21,913 | 25.67%₹ 1,13,286 | 18.43%₹ 54,324 | 20.48%₹ 3,53,803 |
| ICICI Prudential Technology Fund | 2.26%₹ 10,225 | 1.06%₹ 10,105 | 1.88%₹ 10,188 | -13.72%₹ 8,627 | -4.09%₹ 11,731 | 17.11%₹ 13,726 | 1.26%₹ 24,317 | 30.83%₹ 22,407 | 22.00%₹ 49,670 | 21.52%₹ 26,513 | 23.20%₹ 1,06,742 | 20.56%₹ 64,940 | 20.06%₹ 3,45,806 |
| SBI Technology Opportunities Fund | 3.66%₹ 10,365 | 3.78%₹ 10,377 | 6.46%₹ 10,646 | -3.02%₹ 9,698 | 7.19%₹ 12,464 | 19.76%₹ 14,356 | 7.96%₹ 26,022 | 27.60%₹ 20,790 | 22.32%₹ 49,888 | 20.62%₹ 25,545 | 22.45%₹ 1,04,819 | 18.94%₹ 56,698 | 18.84%₹ 3,23,728 |
Portfolio Holdings
Top Sector Holdings of Axis Esg Equity Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Foreign Equity | 26.19% | ₹ 540.97 Cr. |
| Computers - Software | 16.13% | ₹ 333.06 Cr. |
| Consumer food | 10.55% | ₹ 217.80 Cr. |
| Retailing | 9.73% | ₹ 200.85 Cr. |
| NBFC | 9.33% | ₹ 192.63 Cr. |
| Others | 28.07% | - |
Top Stock Holdings of Axis Esg Equity Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Nestle India Ltd. | 10.55% | ₹ 217.80 Cr. |
| Avenue Supermarts Ltd. | 9.73% | ₹ 200.85 Cr. |
| Bajaj Finance Ltd. | 9.33% | ₹ 192.63 Cr. |
| Wipro Ltd. | 8.21% | ₹ 169.49 Cr. |
| Tata Consultancy Services Ltd. | 7.92% | ₹ 163.57 Cr. |
| Others | 54.26% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 3.08% |
| Net Receivables | -0.37% |