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Axis Esg Equity Fund

Axis Esg Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.60

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,901 today.

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NAV Performance

Axis Esg Equity Fund performance graph for last 3 years
Performance of Axis Esg Equity Fund for last 3 Years

Fund Information

  • ₹ 17.710

    as on 08 Dec 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,461 Cr.

    as on 31 May 2023
  • 2.1%

  • 12 Feb 2020

  • Equity - Sectoral/Thematic

  • Nifty 50

  • 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 ₹ 17.710 as on 08 Dec 2023.

This fund has 3 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.1%. 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

  • About Hitesh Das

    Picture of Hitesh DasMr. Das is a PGDM, M.Tech, B.Tech Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
  • About Jinesh Gopani

    Picture of Jinesh GopaniJinesh 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.
  • About Vinayak Jayanath

    Picture of Vinayak Jayanath

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 15.76% 16.34% 40.08% 45.70% 38.01% 40.11% 30.17% 22.53% 73.02% 47.52% 38.71% 35.59% 22.83%
Category Average 7.28% 7.02% 19.85% 24.12% 15.22% 22.49% 17.92% 16.09% 38.78% 25.39% 20.87% 22.04% 16.02%
Axis Esg Equity Fund 7.53%₹ 10,752 7.33%₹ 10,733 13.09%₹ 11,309 18.22%₹ 11,822 28.49%₹ 13,778 2.40%₹ 10,485 15.51%₹ 27,983 11.60%₹ 13,901 11.03%₹ 42,473 - - - -
ICICI Prudential Infrastructure Fund 10.49%₹ 11,048 10.24%₹ 11,024 26.46%₹ 12,645 36.80%₹ 13,679 52.04%₹ 15,162 32.52%₹ 17,561 40.21%₹ 34,771 40.11%₹ 27,505 36.30%₹ 60,125 24.62%₹ 30,094 33.06%₹ 1,34,823 18.21%₹ 53,381 19.77%₹ 3,40,266
Quant Infrastructure Fund 11.14%₹ 11,113 11.91%₹ 11,191 28.13%₹ 12,813 20.26%₹ 12,026 46.83%₹ 14,861 18.28%₹ 13,990 28.52%₹ 31,491 39.56%₹ 27,183 29.51%₹ 54,977 30.17%₹ 37,424 35.59%₹ 1,43,035 21.16%₹ 68,323 22.83%₹ 4,01,479
HDFC Infrastructure Fund 10.34%₹ 11,033 11.17%₹ 11,116 37.66%₹ 13,765 45.70%₹ 14,570 71.26%₹ 16,246 32.37%₹ 17,521 47.33%₹ 36,828 39.01%₹ 26,860 38.61%₹ 61,948 19.12%₹ 24,011 30.64%₹ 1,27,366 14.49%₹ 38,759 15.22%₹ 2,66,201
Aditya Birla Sun Life PSU Equity Fund 15.76%₹ 11,575 16.34%₹ 11,634 40.08%₹ 14,007 43.01%₹ 14,301 73.02%₹ 16,343 35.12%₹ 18,258 47.52%₹ 36,883 38.03%₹ 26,295 38.71%₹ 62,027 - - - -
DSP India T.I.G.E.R. Fund 11.41%₹ 11,141 7.38%₹ 10,737 28.98%₹ 12,898 39.05%₹ 13,905 56.04%₹ 15,390 26.92%₹ 16,108 38.97%₹ 34,418 36.17%₹ 25,247 33.18%₹ 57,727 22.77%₹ 27,917 30.16%₹ 1,25,918 18.72%₹ 55,708 18.94%₹ 3,25,239

Portfolio Holdings

Portfolio holdings pattern of Axis Esg Equity Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    99.08%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.92%

Top Sector Holdings of Axis Esg Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Foreign Equity 22.75% ₹ 339.81 Cr.
Banks 12.26% ₹ 189.70 Cr.
Computers - Software 10.51% ₹ 156.85 Cr.
NBFC 7.19% ₹ 107.33 Cr.
Consumer food 6.95% ₹ 103.76 Cr.
Others 40.34% -

Top Stock Holdings of Axis Esg Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Bajaj Finance Ltd. 7.19% ₹ 107.33 Cr.
Nestle India Ltd. 6.95% ₹ 103.76 Cr.
Info Edge (India) Ltd. 5.63% ₹ 84.07 Cr.
Tata Consultancy Services Ltd. 5.54% ₹ 82.66 Cr.
Torrent Power Ltd. 5.31% ₹ 79.25 Cr.
Others 69.38% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.00%
Net Receivables -0.08%