Overview (as on 04 Aug 2021)

NAV

₹15.62

1y returns

46.805%

Fund AUM

₹1,917 Cr

Expense Ratio

0.54%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
34.86%
Defensive
20.27%
Tech
19.18%
Communication
8.29%
Industrials
6.01%
Health
4.09%
Consumer
3.72%
Utilities
3.57%
Size Breakup
Large Cap
90.45%
Mid Cap
8.45%
Small Cap
1.10%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

  • Wipro Ltd

    Technology

    Equity

    6.74%

  • Equity

    6.14%

  • Info Edge (India) Ltd

    Communication Services

    Equity

    6.12%

  • Kotak Mahindra Bank Ltd

    Financial Services

    Equity

    4.83%

  • Equity

    3.52%

  • Equity

    2.91%

  • Microsoft Corp

    Technology

    Equity

    1.39%

  • Alphabet Inc A

    Communication Services

    Equity

    1.30%

  • Symphony Ltd

    Consumer Cyclical

    Equity

    1.09%

  • Recruit Holdings Co Ltd ADR

    Industrials

    Equity

    0.97%

  • Booking Holdings Inc

    Consumer Cyclical

    Equity

    0.93%

  • Assa Abloy AB ADR

    Industrials

    Equity

    0.91%

  • Schneider Electric SE ADR

    Industrials

    Equity

    0.89%

  • Texas Instruments Inc

    Technology

    Equity

    0.89%

  • Taiwan Semiconductor Manufacturing Co Ltd ADR

    Technology

    Equity

    0.87%

  • Roche Holding AG ADR

    Healthcare

    Equity

    0.85%

  • Bunzl PLC

    Consumer Defensive

    Equity

    0.83%

  • ASML Holding NV ADR

    Technology

    Equity

    0.81%

  • The Toronto-Dominion Bank

    Financial Services

    Equity

    0.81%

  • First Republic Bank

    Financial Services

    Equity

    0.80%

  • Banco Bilbao Vizcaya Argentaria SA ADR

    Financial Services

    Equity

    0.80%

  • AIA Group Ltd ADR

    Financial Services

    Equity

    0.77%

  • Thermo Fisher Scientific Inc

    Healthcare

    Equity

    0.77%

  • Tencent Holdings Ltd ADR

    Communication Services

    Equity

    0.77%

  • PT Bank Central Asia Tbk ADR

    Financial Services

    Equity

    0.76%

  • Visa Inc Class A

    Financial Services

    Equity

    0.76%

  • Nestle SA ADR

    Consumer Defensive

    Equity

    0.76%

  • Vertiv Holdings Co Class A

    Industrials

    Equity

    0.75%

  • Trane Technologies PLC

    Industrials

    Equity

    0.72%

  • Unilever PLC

    Consumer Defensive

    Equity

    0.72%

  • UnitedHealth Group Inc

    Healthcare

    Equity

    0.71%

  • Anthem Inc

    Healthcare

    Equity

    0.70%

  • Net Receivables / (Payables)

    Cash

    0.64%

  • Equity

    0.61%

  • Clearing Corporation Of India Ltd

    Cash

    0.61%

  • Adobe Inc

    Technology

    Equity

    0.60%

  • Vestas Wind Systems A/S ADR

    Industrials

    Equity

    0.56%

  • Mastercard Inc A

    Financial Services

    Equity

    0.56%

  • adidas AG ADR

    Consumer Cyclical

    Equity

    0.55%

  • Kerry Group PLC Class A

    Consumer Defensive

    Equity

    0.53%

  • Kingfisher PLC

    Consumer Cyclical

    Equity

    0.49%

  • Xylem Inc

    Industrials

    Equity

    0.47%

  • Raia Drogasil SA ADR

    Healthcare

    Equity

    0.42%

  • DexCom Inc

    Healthcare

    Equity

    0.38%

  • Tomra Systems ASA ADR

    Industrials

    Equity

    0.34%

  • Spirax-Sarco Engineering PLC

    Industrials

    Equity

    0.32%

  • Greggs PLC

    Consumer Defensive

    Equity

    0.30%

  • Oak Street Health Inc Ordinary Shares

    Healthcare

    Equity

    0.22%

Fund Details

Investment Objectives
To generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Scheme Name
Axis ESG Equity Fund Direct Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
12 February, 2020
Fund Manager
Jinesh Gopani
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
customerservice@axismf.com
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Peer Funds

Axis ESG Equity Fund Direct Growth

NAV

₹15.62

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Jinesh Gopani
Jinesh Gopani

leader

Qualifications
B.Com, Master of Management Studies, (Bharati Vidyapeeth Institute of Management Studies and research)
Work Experience
"Assistant Fund Manager- Equity, Axis Asset Management Co. Ltd. (Oct 21, 2009 till date), Portfolio Manager, Birla Sunlife Asset Management Co. Ltd. (June 2008- Oct 2009). Research Analyst and Portfolio Manager, Voyager India Capital Pvt. Ltd. (Feb 2006- May 2008). Research Analyst, Emkay Share and Stock Brokers Ltd. (June 2002- Feb 2006). Research Analyst, Net worth Stock Broking Ltd. (May 2001- May 2002)"
Hitesh Das
Hitesh Das

manager

Work Experience
"null"

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