Axis ESG Integration Strategy Fund - Regular Plan - Growth Option
Category: Equity: Thematic-ESG
Launch Date: 01-02-2020
AUM:
₹ 1,338.05 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 | 28.99 | 11.85 | - |
| NIFTY 100 ESG TRI | 33.52 | 14.83 | 17.71 |
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
20.47
Last change
0.13 (0.6351%)
Fund Size (AUM)
₹ 1,338.05 Cr
Performance
17.75% (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 (%) |
|---|---|
| ICICI Bank Ltd. | 5.03 |
| Torrent Power Ltd. | 4.26 |
| Infosys Ltd. | 4.15 |
| HDFC Bank Ltd. | 3.98 |
| Trent Ltd. | 3.75 |
| Bharti Airtel Ltd. | 3.49 |
| Tata Consultancy Services Ltd. | 3.31 |
| Mahindra & Mahindra Ltd. | 2.91 |
| Others | 2.79 |
| ABB India Ltd. | 2.76 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 19.34 |
| Technology | 15.39 |
| Services | 14.72 |
| Automobile | 9.59 |
| Energy | 7.25 |
| Consumer Staples | 7.15 |
| Capital Goods | 5.89 |
| Healthcare | 5.88 |
| Others | 4.09 |
| Communication | 3.49 |