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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 54.85 | 1.68 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.40 | 49.77 | 1.42 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY100 ESG - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis ESG Integration Strategy Fund | 26.22% | 11.77% | 19.44% |
ICICI Pru India Opp Fund | 31.57% | 29.21% | 25.14% |
HDFC Manufacturing Fund | — | — | — |
SBI Innovative Opportunities Fund | — | — | — |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
6.13 %
Holdings
5.81 %
Holdings
4.56 %
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
69
Total AUM
₹ 3,15,778.51 Cr.
Shreyash Devalkar
AUM: ₹1,31,848.75 Cr.
|
Exp: 5yrs
Vishal Agarwal
AUM: ₹1,333.40 Cr.
|
Exp: —
Hitesh Das
AUM: ₹53,790.59 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,37,576.78 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Conversation with Jinesh Gopani (Head – Equities) - Sustainable Business | Axis MF
4 years ago•Axis Mutual Fund
Head of Equity at Axis Mutual Fund, Jinesh Gopani, speaks about Axis ESG Equity Fund
4 years ago•Axis Mutual Fund
Chandresh Nigam, MD & CEO, Axis Mutual Fund, on Axis ESG Equity Fund
4 years ago•Axis Mutual Fund
Ashwin Patni, Head - Products & Alternatives, speaks about Axis ESG Equity Fund
4 years ago•Axis Mutual Fund
What is Axis ESG Equity Fund | Axis MF
4 years ago•Axis Mutual Fund
Axis MF Launches Axis ESG Equity Fund
4 years ago•BloombergQuint
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%