Axis ESG Equity Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
13.15%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
All
NAV: 01 Dec 2023₹18.41
Min. SIP amount₹100
RatingNA
Fund size₹1,319.41Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA16.1%13.2%17.4%
Category averageNA12.2%17.2%NA
Rank with in categoryNA45NA
Understand terms

Holdings (75)

NameSectorInstrumentAssets
EnergyEquity6.3%
FinancialEquity5.2%
Consumer StaplesEquity5.1%
TechnologyEquity4.8%
TechnologyEquity4.2%
ServicesEquity3.4%
FinancialEquity3.3%
FinancialEquity3.2%
Consumer DiscretionaryEquity2.3%
AutomobileEquity2.2%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 1.24%
3Y annualised returns lower than category average by 4.09%
1Y annualised returns higher than category average by 3.93%

Expense ratio, exit load and tax

Expense ratio: 1.24%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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