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
₹15.9600
+0.13%
(24 Apr)
AUM
1,372 Cr
TER
1.35%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+54.2%
+54.2%
+33.4%
+31.8%
+31.8%
+31.8%
3Y
+33.6%
+33.6%
+17.3%
+16.9%
+16.9%
+12.9%
5Y
NA
NA
NA
+15.7%
+15.7%
NA
ALL
+41.3%
+41.3%
+17.3%
+14.7%
+14.7%
+18.0%
VOL
17.8%
17.8%
-
17.7%
17.7%
16.8%
TER
0.8%
0.8%
-
1.3%
1.3%
1.4%
AUM
₹238 Cr
₹238 Cr
-
₹5,525 Cr
₹5,525 Cr
₹1,372 Cr
INFO
2.32
2.32
-
0.83
0.83
1.07
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 31st Mar
Top holdings
Torrent Power Ltd
7.3%
ICICI Bank Ltd
4.6%
Infosys Ltd
4.4%
Tata Consultancy Services Ltd
3.4%
Trent Ltd
3.2%
Tata Motors Ltd
2.9%
Titan Co Ltd
2.6%
Bharti Airtel Ltd
2.6%
Nestle India Ltd
2.5%
Clearing Corporation Of India Ltd
2.3%
Top industry exposure
Technology
21.1%
Consumer Cyclical
20.8%
Financial Services
19.3%
Consumer Defensive
10.1%
Utilities
8.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
54%
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)
Shreyash Devalkar
Hitesh Das
Krishnaa N

FAQs