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: 2.24% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,236.09 Cr As on 30-04-2025(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 |
21.23
-0.02 (-0.0942%)
15.22%
Benchmark: 13.35%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 ESG TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.52 |
| Sharpe Ratio | 0.41 |
| Alpha | -0.44 |
| Beta | 0.9 |
| 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 | 9.04 | 18.19 | 16.04 | 18.13 | - |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | 16.41 | 27.44 | 23.05 | - | - |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 14.28 | 20.38 | 17.0 | - | - |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 05-07-2019 | 10.35 | 18.21 | 16.72 | 23.12 | - |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 01-11-2006 | 9.41 | 18.95 | 17.97 | 23.41 | 12.39 |
| Invesco India ESG Integration Strategy Fund - Growth | 18-03-2021 | 9.32 | 20.53 | 16.23 | - | - |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 6.68 | 18.71 | 16.79 | - | - |
| Quant ESG Equity Fund - Growth Option - Regular Plan | 05-11-2020 | 2.88 | 23.5 | 20.71 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.12%
Others
7.78%
Large Cap
85.18%
Mid Cap
4.9%
