Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 57.24 | 2.61 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 50.92 | 1.40 |
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 |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis ESG Integration Strategy Fund | 36.90% | 10.17% | 19.37% |
ICICI Pru India Opp Fund | 42.60% | 26.80% | 25.36% |
HDFC Manufacturing Fund | — | — | — |
SBI Innovative Opportunities Fund | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
5.51 %
Holdings
5.28 %
Holdings
4.98 %
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
67
Total AUM
₹ 3,17,906.68 Cr.
Shreyash Devalkar
AUM: ₹1,40,804.24 Cr.
|
Exp: 5yrs
Vishal Agarwal
AUM: ₹1,445.59 Cr.
|
Exp: —
Hitesh Das
AUM: ₹56,206.24 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,45,652.06 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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
Returns
Other Funds in the same category are generating better returns