Axis ESG Equity Fund - Regular Plan - Growth Option

Category: Equity: Thematic-Others
Launch Date: 05-02-2020
Asset Class: Equity
Benchmark: NIFTY 100 ESG TRI
Expense Ratio: 2.28% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 100.0
Total Assets: 1,903.57 Cr As on (31-03-2021)
Turn over: 43.00
NAV as on 22-04-2021

13.71

0.06 (0.4376%)

CAGR Since Inception

29.69%

NIFTY 100 ESG TRI 12.41%

PERFORMANCE of Axis ESG Equity Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 22-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis ESG Equity Fund - Regular Plan - Growth Option 47.1 - - - 29.69
NIFTY 100 ESG TRI 62.22 14.61 15.88 12.57 12.41
Equity: Thematic-Others 62.48 7.63 11.42 11.56 14.93

Yearly Performance (%)

Nav Movement

Fund Managers

Hitesh Das,Jinesh Gopani

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.

RETURNS CALCULATOR for Axis ESG Equity Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis ESG Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis ESG Equity Fund - Regular Plan - Growth Option - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Axis ESG Equity Fund - Regular Plan - Growth Option

Period
Data as on - 22-04-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis ESG Equity Fund - Regular Plan - Growth Option 05-02-2020 47.1 0.0 0.0 0.0 0.0
ICICI Prudential Commodities Fund - Growth Option 01-10-2019 142.8 0.0 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 84.49 0.0 0.0 0.0 0.0
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 80.49 26.06 11.93 17.81 8.34
UTI-Transpotation and Logistics Fund-Growth Option 01-08-2005 76.28 6.48 -3.57 5.22 15.08
Franklin India Opportunities Fund - Growth 05-02-2000 71.71 15.77 10.47 12.5 11.95
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 68.61 14.36 9.83 8.71 5.78
QUANTUM INDIA ESG EQUITY FUND - REGULAR PLAN - GROWTH OPTION 12-07-2019 66.63 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 01-01-2019 66.2 9.07 0.0 0.0 0.0
ICICI Prudential Manufacture in India Fund - Cumulative Option 11-10-2018 66.18 14.02 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Axis ESG Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)