Axis ESG Integration Strategy IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis ESG Integration Strategy IDCW Reinvest Direct Plan

NAV
₹15.1300
+0.67%
(16 Mar)
AUM
1,133 Cr
TER
1.36%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.1%
+3.5%
+2.9%
+2.1%
+2.1%
+2.1%
3Y
+16.8%
+13.1%
+12.4%
+16.8%
+16.8%
+16.8%
5Y
+19.7%
+10.5%
+7.9%
+12.4%
+12.4%
+12.4%
ALL
+24.9%
+12.3%
+12.7%
+14.9%
+14.9%
+14.9%
VOL
17.2%
-
15.9%
13.7%
13.7%
13.7%
TER
0.9%
-
1.4%
1.0%
1.0%
1.0%
AUM
₹257 Cr
-
₹1,133 Cr
₹1,400 Cr
₹1,400 Cr
₹1,400 Cr
INFO
1.45
-
0.80
1.09
1.09
1.09
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis ESG Integration Strategy IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Clearing Corporation Of India Ltd
7.8%
State Bank of India
7.2%
HDFC Bank Ltd
7.0%
ICICI Bank Ltd
6.2%
Gland Pharma Ltd
4.7%
Net Receivables / (Payables)
4.4%
Bajaj Finance Ltd
4.1%
Axis Bank Ltd
3.7%
Reliance Industries Ltd
3.6%
J.B. Chemicals & Pharmaceuticals Ltd
3.1%
Top industry exposure
Financial Services
39.5%
Consumer Cyclical
12.7%
Healthcare
11.6%
Technology
10.2%
Energy
4.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
51%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Krishnaa N
Vishal Agarwal

FAQs