3 Year return
10.46%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1333.4 Cr.
Expense Ratio
1.27% (inclusive of GST)
Exit Load
If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Axis Mutual Fund Managers
JG
Jinesh Gopani
Fund Manager since Jan 2020
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Bank of India Manufacturing and Infrastructure Fund |
27.99% |
0 |
Quant Infrastructure Fund |
24.77% |
0 |
ICICI Prudential Commodities Fund |
20.95% |
0 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
About Axis ESG Equity Fund Direct Plan Growth
Axis ESG Equity Fund Direct Plan Growth is an open-ended mutual fund offered by Axis Mutual Fund. The scheme falls under the category of thematic mutual funds. Axis ESG Equity Fund let's investors invest in companies demonstrating sustainable practices across Environmental, Social, and Governance parameters (ESG). Axis ESG Equity Fund allows selective exposure to companies demonstrating sustainable practices across Environmental, Social, and Governance parameters (ESG). The fund invests in equity and related securities across industries and market capitalisations.
Investment Objective of the Scheme
The fund’s objective is to generate long-term capital appreciation by investing in companies that comply with environmental parameters. It may diversify by investing in several sectors around a particular theme or opportunity. Investors in the fund should have an investment horizon of 3-4 years.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 1.27% |
Fund Manager | Jinesh Gopani |
Fund Size | ₹1333.4 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The scheme could be a good option for investors with advanced knowledge of macroeconomic trends who prefer to take selective bets for higher returns. This fund has a higher risk level compared to regular equity funds because of the concentrated nature of the investment portfolio. If you have similar investment goals and risk tolerances, you may consider investing in the Axis ESG Equity Fund. Understanding your investment goals and evaluating your risk appetite will aid you in making an informed decision.
AMC Contact Details
Name | Axis Mutual Fund |
Launch Date | January 2009 |
Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
Contact | 8108622211 |
customerservice@axismf.com | |
Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest With Confidence, Choose the Right SIP
FAQs
What is today's NAV of Axis ESG Integration Strategy Fund?
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What is the minimum SIP amount to invest in Axis ESG Integration Strategy Fund?
How do I invest in Axis ESG Integration Strategy Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis ESG Integration Strategy Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis ESG Integration Strategy Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis ESG Integration Strategy Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.