MyWealthGrowth.com logo
HomeMutual Funds

Axis Esg Equity Fund

Axis Esg Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.01

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,856 today.

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

  • ₹ 15.390

    as on 26 May 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,461 Cr.

    as on 31 Mar 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 ₹ 15.390 as on 26 May 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 9.39% 11.16% 19.02% 32.14% 38.01% 53.53% 21.07% 21.50% 32.58% 25.05% 33.87% 28.96% 20.17%
Category Average 4.37% 6.66% 2.41% 17.53% 11.15% 28.83% 11.69% 14.25% 16.57% 9.88% 16.60% 16.31% 13.60%
Axis Esg Equity Fund 4.41%₹ 10,440 5.19%₹ 10,519 3.01%₹ 10,301 11.60%₹ 11,160 13.38%₹ 12,846 4.03%₹ 10,822 2.81%₹ 24,702 19.01%₹ 16,856 7.89%₹ 40,548 - - - -
Quant Infrastructure Fund 2.50%₹ 10,250 6.13%₹ 10,613 -4.61%₹ 9,539 15.36%₹ 11,535 9.36%₹ 12,595 18.98%₹ 14,156 11.14%₹ 26,827 53.53%₹ 36,186 30.27%₹ 55,487 21.07%₹ 26,034 28.96%₹ 1,22,307 18.21%₹ 53,355 20.00%₹ 3,44,211
ICICI Prudential Commodities Fund 1.49%₹ 10,148 3.85%₹ 10,384 1.15%₹ 10,114 17.34%₹ 11,734 16.46%₹ 13,036 12.91%₹ 12,748 10.92%₹ 26,773 50.37%₹ 34,002 28.33%₹ 54,068 - - - -
ICICI Prudential Infrastructure Fund 3.02%₹ 10,302 7.79%₹ 10,778 7.17%₹ 10,717 30.10%₹ 13,010 29.31%₹ 13,815 26.07%₹ 15,893 25.05%₹ 30,517 45.43%₹ 30,758 33.87%₹ 58,191 15.67%₹ 20,726 25.44%₹ 1,12,486 15.53%₹ 42,413 16.56%₹ 2,86,065
Nippon India Banking Fund 5.61%₹ 10,561 10.57%₹ 11,056 4.58%₹ 10,457 26.97%₹ 12,696 25.40%₹ 13,581 14.92%₹ 13,207 16.49%₹ 28,225 41.55%₹ 28,360 24.02%₹ 51,002 9.72%₹ 15,910 16.40%₹ 90,371 13.83%₹ 36,563 13.89%₹ 2,47,848
Quant Consumption Fund 3.07%₹ 10,306 7.72%₹ 10,772 -2.28%₹ 9,771 18.25%₹ 11,825 13.72%₹ 12,867 14.66%₹ 13,147 10.09%₹ 26,556 41.30%₹ 28,210 23.64%₹ 50,737 19.00%₹ 23,888 25.40%₹ 1,12,374 20.20%₹ 63,074 20.17%₹ 3,47,480

Portfolio Holdings

Portfolio holdings pattern of Axis Esg Equity Fund as on 30 May 2023 are listed below:

  • Equity Holdings:

    96.80%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.20%

Top Sector Holdings of Axis Esg Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Foreign Equity 23.42% ₹ 342.37 Cr.
Banks 14.47% ₹ 211.38 Cr.
Computers - Software 11.76% ₹ 171.88 Cr.
Consumer food 8.75% ₹ 127.84 Cr.
Retailing 7.69% ₹ 112.32 Cr.
Others 33.91% -

Top Stock Holdings of Axis Esg Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Nestle India Ltd. 8.75% ₹ 127.84 Cr.
Avenue Supermarts Ltd. 7.69% ₹ 112.32 Cr.
Bajaj Finance Ltd. 6.67% ₹ 97.48 Cr.
Tata Consultancy Services Ltd. 6.39% ₹ 93.39 Cr.
Info Edge (India) Ltd. 5.55% ₹ 81.09 Cr.
Others 64.95% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.54%
Net Receivables -0.34%