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Axis ESG Equity Fund Regular Growth

Medium
Risk
Equity
Other
+
11.10
%
11.10
%
3Y annualised
+
0.53
%
0.53
%
1 Day returns
Fund size
1353
NAV:
Feb 23, 2024
18.94
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

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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.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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