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Axis ESG Integration Strategy Fund(IDCW)

IDCW
17.730.00% (+0.00)

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Axis ESG Integration Strategy Fund(IDCW)

IDCW
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,334 Cr
Very High RiskPrinciple investment will be at very high risk
17.730.00% (+0.00)

Price Chart

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Returns
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SIP
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1M
6M
1Y
3Y
5Y
Max
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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,334 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.3044.591.22
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.890.70

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investment and 1% for remaining investment on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 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

Comparing 3 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis ESG Integration Strategy Fund(IDCW)9.51%1.45%12.48%
ICICI Pru India Opp Fund(IDCW-Payout)15.08%17.32%17.80%
HDFC Manufacturing Fund(IDCW)———
SBI Innovative Opportunities Fund(IDCW)———

Price Comparison

Compare Axis ESG Integration Strategy Fund(IDCW) with any MF, ETF, stock or index
Compare Axis ESG Integration Strategy Fund(IDCW) with any MF, ETF, stock or index
Axis ESG Integration Strategy Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity6.93%93.07%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+26 moreRetail - OnlinePower GenerationInvestment Banking & BrokeragePrivate BanksIT Services & Consulting45.85 %4.68 %4.95 %6.22 %16.37 %21.93 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2424.11%24.85%21.32%19.33%18.77%21.93%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 3.44 %

    Holdings

    7.37 %

    3.44 %
  • Infosys Ltd
    INFY
    3M change : 0.77 %

    Holdings

    6.47 %

    0.77 %
  • ICICI Bank Ltd
    ICICIBANK
    3M 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.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Hitesh Das

AUM:  ₹26,529.99 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Krishnaa N

AUM:  ₹1,42,376.77 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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