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Axis Esg Equity Fund

Axis Esg Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

-7.71

as on 31 Jan 2023

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 9,228 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

  • ₹ 14.360

    as on 31 Jan 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 2,125 Cr.

    as on 31 Dec 2021
  • 2.07%

  • 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 ₹ 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

  • 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 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

Portfolio holdings pattern of Axis Esg Equity Fund as on 02 Feb 2023 are listed below:

  • Equity Holdings:

    97.29%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.71%

Top Sector Holdings of Axis Esg Equity Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 TypeHolding Percentage
TREPS 3.08%
Net Receivables -0.37%