Axis ESG Equity Fund Regular Growth
Medium
Risk
Equity
Other
+
10.94
%
10.94
%
3Y annualised
+
0.42
%
0.42
%
1D
1M
6M
1Y
3Y
All
Fund size
1353
NAV:
Mar 6, 2024
18.95
Sector
Tech
Type
Equity
Launched
Feb 2020
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Torrent Power Ltd
7.19
%
Infosys Ltd
4.91
%
Tata Consultancy Services Ltd
3.96
%
ICICI Bank Ltd
3.61
%
Tech Mahindra Ltd
2.81
%
Tata Motors Ltd
2.62
%
Titan Co Ltd
2.6
%
Bharti Airtel Ltd
2.51
%
Trent Ltd
2.51
%
Nestle India Ltd
2.41
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
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.
Fund house & investment objective
Axis ESG Equity Fund Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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