Axis ESG Equity Fund Regular - Growth - Axis ESG Equity Fund Regular - Growth Review, Axis ESG Equity Fund Regular - Growth NAV, asset allocation - The Economic Times (2022)

  • Summary
  • My Transactions
  • Factsheet
  • Fund v/s Peers
  • Standalone Fund Info
  • Basic Attributes
  • History

GrowthIDCW

NAV as on 14 Jun 202213.3300-0.11 (-0.82%)

Fund Key Highlights
1. Current NAV: The Current Net Asset Value of the Axis ESG Equity Fund - Regular Plan as of 14 Jun 2022 is Rs 13.3300 for Growth option of its Regular plan.
2. Returns: Its trailing returns over different time periods are: -3.46% (1yr) and 15.52% (since launch). Whereas, Category returns for the same time duration are: 2.17% (1yr), 11.36% (3yr) and 10.79% (5yr).

3. Fund Size: The Axis ESG Equity Fund - Regular Plan currently holds Assets under Management worth of Rs 1837.64 crore as on Apr 30, 2022.
4. Expense ratio: The expense ratio of the fund is 2.13% for Regular plan as on Apr 30, 2022.
5. Exit Load: Axis ESG Equity Fund - Regular Plan shall attract an Exit Load, "For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months."
6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 100. Minimum SIP investment is Rs 1000.

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Things you should consider

  • Riskometer

    Axis ESG Equity Fund Regular - Growth - Axis ESG Equity Fund Regular - Growth Review, Axis ESG Equity Fund Regular - Growth NAV, asset allocation - The Economic Times (1)

    Axis ESG Equity Fund Regular - Growth - Axis ESG Equity Fund Regular - Growth Review, Axis ESG Equity Fund Regular - Growth NAV, asset allocation - The Economic Times (2)

    Investors understand that their principal will be at Very High risk.

  • Annualized return for the last 3 years

    (Video) Axis ESG Equity Fund Details Analysis and Portfolio Review in Hindi

    16.7%

    ?

    Return generated by the fund in the specified time. For time periods less than or equal to 1 year, returns are absolute whereas for periods greater than 1 year, returns are annualized.

  • Suggested Investment Horizon

    >3 years

    ?

    The minimum time required for holding investments in the fund to reduce its downside risk and ensuring that the returns become more predictable.

  • Average time taken to double the money since inception

    1 years 6 months

    ?

    The average time taken by the fund to double investor’s money. Daily rolling frequency is considered to compute the average time.

Asset Allocation

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(Video) Head of Equity at Axis Mutual Fund, Jinesh Gopani, speaks about Axis ESG Equity Fund

Asset

Allocation

Equity

Debt

Others

Current vs Stated Allocation

EQUITY

DEBT

Others

Click here for more details

Investment Growth

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(Video) Axis MF Launches Axis ESG Equity Fund

Other MFs

Indices

ETFs

Stocks

NPS Schemes

1 M

3 M

6 M

1 Y

3 Y

5 Y

Only one asset can be added for purpose of comparison

Basic Details
Fund HouseAxis Mutual Fund
Launch Date12-Feb-2020
Return Since Launch13.09%
BenchmarkNIFTY 100 ESG Total Return Index
RiskometerVery High
TypeOpen-ended
Assets1,769.03 Cr (As on 31-Mar-2022)
Exense2.13% (As on 31-May-2022)
Risk Grade--
Return Grade--
Turnover20.0%
Investment Details
Minimum Investment (₹)5,000.00
Minimum Addl Investment (₹)100.00
Minimum SIP Investment (₹)1,000.00
Minimum Withdrawal (₹)-
Exit LoadFor units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
(Video) What is Axis ESG Equity Fund | Axis MF

Existing investor

Evaluate your investment performance

OR

Top 5 Peer Comparison

SBI Magnum Equity ESG Fund-Growth

-1.19%

10.30%

My Transactions

About Fund
1. Axis ESG Equity Fund - Regular Plan is Open-ended Thematic-ESG Equity scheme which belongs to Axis Mutual Fund House.
2. The fund was launched on Feb 12, 2020.

Investment objective & Benchmark
1. The investment objective of the fund is that " 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. "
2. It is benchmarked against NIFTY 100 ESG Total Return Index.

Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 97.64% in equities, 2.47% in debts and -0.11% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 64.48% of the assets, the top 3 sectors constitute around 66.41% of the assets.
3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies.

Tax Implications
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.

Videos

1. All about Thematic ESG Funds Investing: Investment करें या नहीं? किसके लिए है सही ESG mutual fund ?
(B Wealthy)
2. QUANT ESG EQUITY FUND NFO REVIEW|WHAT IS ESG FUNDS?BEST ESG FUNDS TO INVEST|QUANT MUTUAL FUNDS|NFO|
(Invest Empires)
3. 3 Top ESG Rated Global Equity Funds
(Morningstar Europe)
4. Are ESG funds good for an equity portfolio?
(Value Research)
5. நிஃப்டி இன்டெக்ஸை விட வருமானம் அதிகம் Axis ESG Equity Fund NFO Mutual Funds in Tamil
(Your Mutual Funds)
6. Axis Global Equity Alpha Fund of Fund
(Axis Mutual Fund)

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