INF846K01W23

CASPeR Ranking #37

Axis ESG Integration Strategy Fund Direct Growth

Very High Risk Equity - ESG Equity

NAV (Fri Oct 11 2024)

₹24

Returns (Since Inception)

11.63%

Category Average

13.86%

Rating

2

Allocation and Holdings

Asset class

Weightage

Technology

8.33%

Financial Services

9.45%

Consumer Cyclical

8.30%

Communication Services

4.16%

Utilities

4.08%

Industrials

5.15%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Axis ESG Integration Strategy Fund Direct Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹1445.59 Cr


ISIN

INF846K01W23


Inception Date

Feb 12 2020


Standard Deviation

13.797


Beta

0.9


Sharpe Ratio

0.534


Benchmark

Nifty 100 ESG Total Return


Expense Ratio

1.260%


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

Risk

Very High Risk

Investment Objective

To generate long-term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social, and Governance (ESG) parameters using an ESGIntegration approach. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Managers

Jinesh Gopani

Hitesh Das

About the AMC

Axis Asset Management Company Limited


Phone Number

+91 22 43255161


Corporate Office Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Overall AUM

₹1445.59 Cr


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