Axis ESG Integration Strategy Fund - Regular Plan - Growth Option
Category: Equity: Thematic-ESG
Launch Date: 01-02-2020
AUM:
₹ 1,362.05 Cr
Expense Ratio
2.2%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF846K01W56
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Shreyash Devalkar, Hitesh Das, Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 26.25 | 11.73 | - |
| NIFTY 100 ESG TRI | 29.92 | 15.61 | 17.38 |
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
19.19
Last change
-0.01 (-0.0521%)
Fund Size (AUM)
₹ 1,362.05 Cr
Performance
16.36% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Fund Manager
Shreyash Devalkar, Hitesh Das, Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Torrent Power Ltd. | 8.09 |
| ICICI Bank Ltd. | 5.07 |
| Infosys Ltd. | 3.91 |
| Trent Ltd. | 3.56 |
| Tata Consultancy Services Ltd. | 3.38 |
| Others | 3.32 |
| Bharti Airtel Ltd. | 3.3 |
| Tata Motors Ltd. | 2.97 |
| Titan Company Ltd. | 2.5 |
| Mahindra & Mahindra Ltd. | 2.46 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 17.3 |
| Technology | 15.88 |
| Services | 14.02 |
| Automobile | 10.56 |
| Energy | 10.35 |
| Consumer Staples | 5.9 |
| Healthcare | 5.89 |
| Capital Goods | 4.56 |
| Consumer Discretionary | 4.1 |
| Others | 3.94 |