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Business News/Market/Market Stats/    Axis ESG Integration Strategy Fund Regular Growth

Axis ESG Integration Strategy Fund Regular Growth

+
  • Equity
  • Equity - ESG
  • Rating 1
  • Plan
20.47 +0.06 (0.29%) NAV as on 24 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1338.05
  • CAGR 29.97%
  • Exit Load1.00%
  • Expense ratio2.20%
  • CategoryEquity
  • Min Investment100
  • Min SIP100
  • Launch Date2020-02-12

Morning Star Rating 1

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 25 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 37.32
  • 2.79%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.41
  • Std Deviation 14.12%
  • Tracking Error 0.00%

About Fund

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.

 

The Axis ESG Integration Strategy Fund Regular Growth has an AUM of 1338.05 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.20%. The minimum investment in Axis ESG Integration Strategy Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include ICICI Bank, Torrent Power, Infosys & HDFC Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Electric Utilities & Retail (Apparel).

 

Some of the similar funds are SBI ESG Exclusionary Strategy Fund Regular Growth, ICICI Prudential ESG Exclusionary Strategy Fund Regular Growth, Kotak ESG Exclusionary Strategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth, Axis ESG Integration Strategy Fund Regular Growth. Axis ESG Integration Strategy Fund Regular Growth has a sharpe ratio of 0.41 & a standard deviation of 14.12%.

FAQs about Axis ESG Integration Strategy Fund Regular Growth

According to the morning star rating Axis ESG Integration Strategy Fund Regular Growth has a Moderate risk & High return.
Axis ESG Integration Strategy Fund Regular Growth is managed by Shreyash Devalkar,Hitesh Das,Krishnaa N.
The expense ratio of Axis ESG Integration Strategy Fund Regular Growth is 2.20%.
The 5 year annualized return on Axis ESG Integration Strategy Fund Regular Growth is 0.00% & it has generated 29.97% in the last 1 year.
The minimum investment in Axis ESG Integration Strategy Fund Regular Growth is 100 Rs.
Axis ESG Integration Strategy Fund Regular Growth has an AUM of 1338.05 crores.
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