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Axis ESG Integration Strategy Fund - Regular Plan - IDCW

Category: Equity: Thematic-ESG Launch Date: 12-02-2020
AUM:

₹ 1,079.9 Cr

Expense Ratio

2.25%

Benchmark

NIFTY 100 ESG TRI

ISIN

INF846K01W64

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Mr. Vishal Agarwal, Ms. Krishnaa N

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis ESG Integration Strategy Fund - Regular Plan - IDCW -4.48 8.39 6.27
NIFTY 100 ESG TRI 0.2 12.05 9.96
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
13.21
Last change
-0.01 (-0.0757%)
Fund Size (AUM)
₹ 1,079.9 Cr
Performance
11.08% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment 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 using an ESG Integration approach. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Manager
Mr. Vishal Agarwal, Ms. Krishnaa N
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Clearing Corporation of India Ltd 13.7
STATE BANK OF INDIA EQ NEW RE. 1/- 6.78
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6.44
Bajaj Finance Limited 4.07
INFOSYS LIMITED EQ FV RS 5 4.06
RELIANCE INDUSTRIES LIMITED EQ 3.88
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.65
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.55
JB Chemicals & Pharmaceuticals Limited 3.31
TITAN COMPANY LIMITED EQ NEW Re.1/- 3.27

Sector Allocation

Sector Holdings (%)
Financial Services 34.56
Healthcare 8.76
Information Technology 7.44
Capital Goods 7.12
Automobile and Auto Components 6.74
Consumer Durables 5.55
Oil, Gas & Consumable Fuels 4.93
Fast Moving Consumer Goods 4.84
Consumer Services 2.65
Power 2.23

Peer Comparison

Scheme Name 5Y (%)
Axis ESG Integration Strategy Reg IDCW 6.27