Axis ESG Integration Strategy Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Equity: Thematic-ESG
Launch Date: 01-02-2020
Asset Class: Equity
Benchmark: NIFTY 100 ESG TRI
TER: 2.21% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 1,273.8 Cr As on 30-06-2025(Source:AMFI)
Turn over: 55% | Exit Load: If redeemed / switched-out within 12 months For 10% of investment: Nil For remaining investment: 1% on FIFO basis w.e.f., 12/02/2020

21.24

14.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 100 ESG TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnAxis ESG Integration Strategy Fund - RegularPlan - Growth OptionAxis ESG Integration Strategy Fund - Regular Plan - Growth OptionNIFTY 100 ESG TRIEquity: Thematic-ESGGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.52
Sharpe Ratio 0.86
Alpha 0.05
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option 01-02-2020 0.76 14.2 14.19 15.05 -
ICICI Prudential ESG Exclusionary Strategy Fund - Growth 05-10-2020 6.31 21.72 21.07 - -
Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth 24-12-2020 2.91 15.98 14.98 - -
Invesco India ESG Integration Strategy Fund - Growth 18-03-2021 0.8 15.93 14.88 - -
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth 01-11-2006 0.38 14.2 14.75 18.03 11.97

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.78%

Others

6.21%

Large Cap

82.24%

Mid Cap

4.77%

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