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Axis ESG Integration Strategy Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.30 | 44.59 | 1.22 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 47.89 | 0.70 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY100 ESG - TRI |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Peers & Comparison
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis ESG Integration Strategy Fund | 19.13% | 10.23% | 18.37% |
| ICICI Pru India Opp Fund | 25.77% | 28.23% | 24.22% |
| HDFC Manufacturing Fund | — | — | — |
| SBI Innovative Opportunities Fund | — | — | — |
Price Comparison
Compare Axis ESG Integration Strategy Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 3.44 %
Holdings
7.37 %
3.44 % - Infosys Ltd3M change : 0.77 %
Holdings
6.47 %
0.77 % - ICICI Bank Ltd3M change : 1.04 %
Holdings
6.14 %
1.04 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
71
Total AUM
₹ 3,19,688.04 Cr.
Fund Manager Profile
Vishal Agarwal
AUM: ₹1,334.37 Cr.
|
Exp: —
Hitesh Das
AUM: ₹26,529.99 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,42,376.77 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Conversation with Jinesh Gopani (Head – Equities) - Sustainable Business | Axis MF
4 years ago•Axis Mutual Fund
Head of Equity at Axis Mutual Fund, Jinesh Gopani, speaks about Axis ESG Equity Fund
4 years ago•Axis Mutual Fund
Chandresh Nigam, MD & CEO, Axis Mutual Fund, on Axis ESG Equity Fund
4 years ago•Axis Mutual Fund
Ashwin Patni, Head - Products & Alternatives, speaks about Axis ESG Equity Fund
4 years ago•Axis Mutual Fund
What is Axis ESG Equity Fund | Axis MF
4 years ago•Axis Mutual Fund
Axis MF Launches Axis ESG Equity Fund
4 years ago•BloombergQuint
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%