MyWealthGrowth.com logo
HomeMutual Funds

Axis Esg Equity Fund

Axis Esg Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

NAV Performance

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

Fund Information

  • ₹ 17.080

    as on 20 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,917 Cr.

    as on 20 Oct 2021
  • 2.15%

    since 31 May 2021
  • 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 ₹ 17.080 as on 20 Oct 2021.

This fund has 1 years of track record. Since 31 May 2021 expense ratio of this fund is 2.15%. 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 Das
  • 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.

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 11.23% 26.32% 52.48% 129.50% 68.04% 42.10% 33.51% 25.93% 107.63% 98.70% 66.68% 44.79% 28.54%
Category Average 4.05% 11.38% 27.20% 64.36% 29.95% 22.10% 14.80% 14.79% 55.12% 46.85% 32.85% 20.65% 16.24%
Axis Esg Equity Fund 2.21%₹ 10,221 15.64%₹ 11,563 25.13%₹ 12,512 54.57%₹ 15,457 47.14%₹ 14,875 - - - - - - - -
ICICI Prudential Technology Fund 5.39%₹ 10,539 25.39%₹ 12,539 52.48%₹ 15,247 95.26%₹ 19,525 107.63%₹ 18,200 68.04%₹ 28,357 98.70%₹ 52,999 42.10%₹ 28,749 66.68%₹ 87,120 33.51%₹ 42,456 44.79%₹ 1,76,654 25.93%₹ 1,00,519 28.54%₹ 5,46,950
Aditya Birla Sun Life Digital India Fund 4.68%₹ 10,468 21.46%₹ 12,145 44.32%₹ 14,431 85.33%₹ 18,533 92.90%₹ 17,418 60.68%₹ 25,919 84.83%₹ 48,407 41.15%₹ 28,175 60.37%₹ 80,967 32.23%₹ 40,461 41.88%₹ 1,65,359 23.06%₹ 79,779 27.12%₹ 5,06,397
Tata Digital India Fund 5.74%₹ 10,574 26.32%₹ 12,631 50.26%₹ 15,025 88.60%₹ 18,859 105.56%₹ 18,091 61.24%₹ 26,101 89.55%₹ 49,951 40.17%₹ 27,592 61.37%₹ 81,920 33.02%₹ 41,676 43.03%₹ 1,69,748 - -
Quant Infrastructure Fund 10.36%₹ 11,035 18.11%₹ 11,810 41.84%₹ 14,183 118.38%₹ 21,837 107.01%₹ 18,170 51.72%₹ 23,097 88.27%₹ 49,532 38.54%₹ 26,640 57.93%₹ 78,665 22.63%₹ 27,745 34.25%₹ 1,38,663 13.32%₹ 34,952 20.91%₹ 3,61,964
SBI Technology Opportunities Fund 4.17%₹ 10,417 21.16%₹ 12,115 43.54%₹ 14,353 80.84%₹ 18,084 89.69%₹ 17,246 54.14%₹ 23,843 76.08%₹ 45,598 37.50%₹ 26,041 54.18%₹ 75,221 28.13%₹ 34,555 38.11%₹ 1,51,666 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Esg Equity Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    98.72%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.28%

Top Sector Holdings of Axis Esg Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Foreign Equity 26.98% ₹ 517.71 Cr.
Computers - Software 14.38% ₹ 275.68 Cr.
Banks 11.91% ₹ 228.42 Cr.
Retailing 9.92% ₹ 190.25 Cr.
NBFC 8.19% ₹ 157.06 Cr.
Others 28.62% -

Top Stock Holdings of Axis Esg Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Avenue Supermarts Ltd. 9.92% ₹ 190.25 Cr.
Bajaj Finance Ltd. 8.19% ₹ 157.06 Cr.
Tata Consultancy Services Ltd. 7.64% ₹ 146.40 Cr.
HDFC Bank Ltd. 7.08% ₹ 135.72 Cr.
Nestle India Ltd. 6.95% ₹ 133.18 Cr.
Others 60.22% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.67%
TREPS 0.61%