Axis ESG Integration Strategy Fund - Regular Plan - IDCW
Category: Equity: Thematic-ESG
Launch Date: 12-02-2020
AUM:
₹ 1,213.8 Cr
Expense Ratio
2.23%
Benchmark
NIFTY 100 ESG TRI
ISIN
INF846K01W64
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 - IDCW | 5.35 | 10.67 | 15.32 |
| NIFTY 100 ESG TRI | 7.81 | 12.28 | 21.17 |
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
14.65
Last change
-0.05 (-0.3413%)
Fund Size (AUM)
₹ 1,213.8 Cr
Performance
14.09% (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 (%) |
|---|---|
| Clearing Corporation of India Ltd | 10.96 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.15 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.0 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.38 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 4.91 |
| ZOMATO LIMITED EQ | 3.71 |
| INFOSYS LIMITED EQ FV RS 5 | 3.56 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.41 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 2.84 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 2.78 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.65 |
| Information Technology | 14.04 |
| N/A | 13.49 |
| Consumer Services | 7.52 |
| Fast Moving Consumer Goods | 6.19 |
| Automobile and Auto Components | 6.1 |
| Telecommunication | 5.38 |
| Healthcare | 4.26 |
| Power | 3.67 |
| Services | 3.41 |