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Fund Overview

Fund Size

Fund Size

₹1,300 Cr

Expense Ratio

Expense Ratio

1.32%

ISIN

ISIN

INF846K01W23

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

12 Feb 2020

About this fund

Axis ESG Equity Fund Direct Growth is a Equity - ESG mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 4 years, 11 months and 10 days, having been launched on 12-Feb-20.
As of 20-Jan-25, it has a Net Asset Value (NAV) of ₹21.96, Assets Under Management (AUM) of 1300.08 Crores, and an expense ratio of 1.32%.
  • Axis ESG Equity Fund Direct Growth has given a CAGR return of 17.27% since inception.
  • The fund's asset allocation comprises around 96.23% in equities, 0.00% in debts, and 3.77% in cash & cash equivalents.
  • You can start investing in Axis ESG Equity Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+13.43%

+12.01% (Cat Avg.)

3 Years

+9.51%

+10.52% (Cat Avg.)

Since Inception

+17.27%

(Cat Avg.)

Portfolio Summaryas of 31st December 2024

Equity1,251.1 Cr96.23%
Others48.98 Cr3.77%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity107.74 Cr8.29%
Infosys LtdEquity98.7 Cr7.59%
ICICI Bank LtdEquity80.74 Cr6.21%
Zomato LtdEquity62.07 Cr4.77%
Bharti Airtel LtdEquity59.86 Cr4.60%
Clearing Corporation Of India LtdCash - Repurchase Agreement47.5 Cr3.65%
Mahindra & Mahindra LtdEquity46.69 Cr3.59%
HCL Technologies LtdEquity40.66 Cr3.13%
Tata Consultancy Services LtdEquity39.11 Cr3.01%
InterGlobe Aviation LtdEquity36.81 Cr2.83%
Trent LtdEquity36.31 Cr2.79%
Tech Mahindra LtdEquity29.98 Cr2.31%
Wipro LtdEquity28.68 Cr2.21%
Larsen & Toubro LtdEquity27.06 Cr2.08%
The Federal Bank LtdEquity26.27 Cr2.02%
Cipla LtdEquity25.23 Cr1.94%
Power Grid Corp Of India LtdEquity24.7 Cr1.90%
Cholamandalam Investment and Finance Co LtdEquity23.97 Cr1.84%
ABB India LtdEquity23.8 Cr1.83%
Tata Power Co LtdEquity22.37 Cr1.72%
Tata Motors LtdEquity22.29 Cr1.71%
TVS Motor Co LtdEquity22.12 Cr1.70%
Bajaj Finance LtdEquity21.55 Cr1.66%
Sun Pharmaceuticals Industries LtdEquity19.81 Cr1.52%
Persistent Systems LtdEquity19.37 Cr1.49%
State Bank of IndiaEquity18.28 Cr1.41%
Colgate-Palmolive (India) LtdEquity18.15 Cr1.40%
Varun Beverages LtdEquity17.84 Cr1.37%
Torrent Power LtdEquity15.86 Cr1.22%
Info Edge (India) LtdEquity14.98 Cr1.15%
Dabur India LtdEquity13.94 Cr1.07%
Hindustan Unilever LtdEquity12.8 Cr0.98%
UltraTech Cement LtdEquity12.39 Cr0.95%
LTIMindtree LtdEquity11.45 Cr0.88%
Symphony LtdEquity11.17 Cr0.86%
Tata Consumer Products LtdEquity10.7 Cr0.82%
Kotak Mahindra Bank LtdEquity10.54 Cr0.81%
Craftsman Automation LtdEquity10.26 Cr0.79%
eClerx Services LtdEquity10.19 Cr0.78%
Titan Co LtdEquity9.76 Cr0.75%
ICICI Prudential Life Insurance Co LtdEquity9.62 Cr0.74%
Go Fashion (India) LtdEquity9.47 Cr0.73%
Samvardhana Motherson International LtdEquity8.58 Cr0.66%
SBI Life Insurance Co LtdEquity8.42 Cr0.65%
Mankind Pharma LtdEquity6.04 Cr0.46%
Godrej Consumer Products LtdEquity5.41 Cr0.42%
Raia Drogasil SA ADREquity5.36 Cr0.41%
Apollo Hospitals Enterprise LtdEquity5.11 Cr0.39%
REC LtdEquity5.01 Cr0.39%
Microsoft CorpEquity4.13 Cr0.32%
Alphabet Inc Class AEquity3.5 Cr0.27%
AstraZeneca PLCEquity2.66 Cr0.20%
Norsk Hydro ASA ADREquity2.37 Cr0.18%
Unilever PLCEquity2.28 Cr0.18%
GSK PLCEquity2.16 Cr0.17%
Texas Instruments IncEquity2.15 Cr0.17%
Thermo Fisher Scientific IncEquity1.87 Cr0.14%
RELX PLCEquity1.8 Cr0.14%
Bunzl PLCEquity1.71 Cr0.13%
ASML Holding NV ADREquity1.61 Cr0.12%
Mastercard Inc Class AEquity1.6 Cr0.12%
Net Receivables / (Payables)Cash1.48 Cr0.11%
Visa Inc Class AEquity1.45 Cr0.11%
Booking Holdings IncEquity1.36 Cr0.10%
Intuit IncEquity1.35 Cr0.10%
Salesforce IncEquity1.32 Cr0.10%
UnitedHealth Group IncEquity1.32 Cr0.10%
Lowe's Companies IncEquity1.31 Cr0.10%
Emerson Electric CoEquity1.17 Cr0.09%
Spirax Group PLCEquity1.14 Cr0.09%
Elevance Health IncEquity1.1 Cr0.08%
Kingfisher PLCEquity1.05 Cr0.08%
Lululemon Athletica IncEquity1.03 Cr0.08%
Greggs PLCEquity1.02 Cr0.08%
Adobe IncEquity0.98 Cr0.08%
ARM Holdings PLC ADREquity0.46 Cr0.04%

Allocation By Market Cap (Equity)

Large Cap Stocks

81.26%

Mid Cap Stocks

8.02%

Small Cap Stocks

3.16%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services315.19 Cr24.24%
Technology290.13 Cr22.32%
Consumer Cyclical244.49 Cr18.81%
Industrials91.79 Cr7.06%
Consumer Defensive82.83 Cr6.37%
Communication Services78.34 Cr6.03%
Healthcare70.65 Cr5.43%
Utilities62.93 Cr4.84%
Basic Materials14.76 Cr1.14%

Risk & Performance Ratios

Standard Deviation

This fund

14.54%

Cat. avg.

14.02%

Lower the better

Sharpe Ratio

This fund

0.28

Cat. avg.

0.43

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.71

Higher the better

Fund Managers

HD

Hitesh Das

Since February 2020

KN

Krishnaa N

Since March 2024

VA

Vishal Agarwal

Since September 2024

Additional Scheme Detailsas of 31st December 2024

ISIN
INF846K01W23
Expense Ratio
1.32%
Exit Load
1.00%
Fund Size
₹1,300 Cr
Age
4 years 11 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty 100 ESG TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - ESG Funds

Fund nameExpense RatioExit LoadFund size
1Y
Quant ESG Equity Fund Direct Growth

Very High Risk

0.9%1.0%₹298.44 Cr11.2%
Quant ESG Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹298.44 Cr9.4%
Mirae Asset Nifty 100 ESG Sector Leaders ETF

Very High Risk

0.4%-₹121.36 Cr8.2%
Quantum India ESG Equity Fund Direct Growth

Very High Risk

0.7%1.0%₹89.88 Cr12.8%
Quantum India ESG Equity Fund Regular Growth

Very High Risk

2.1%1.0%₹89.88 Cr11.4%
Invesco India ESG Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹507.58 Cr16.2%
Invesco India ESG Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹507.58 Cr14.6%
Aditya Birla Sun Life ESG Fund Direct Growth

Very High Risk

1.4%1.0%₹663.07 Cr16.7%
Aditya Birla Sun Life ESG Fund Regular Growth

Very High Risk

2.4%1.0%₹663.07 Cr15.4%
SBI Magnum Equity ESG Fund Direct Growth

Very High Risk

1.3%1.0%₹5620.09 Cr12.1%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,16,614 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹61.84 Cr5.4%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.4%1.0%₹5958.01 Cr26.7%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹91.86 Cr7.8%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low to Moderate Risk

-0.0%₹76.11 Cr7.7%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.75 Cr8.2%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12915.80 Cr7.9%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹823.87 Cr27.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹459.80 Cr15.2%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹7034.33 Cr15.7%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹15463.84 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1576.01 Cr14.0%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1221.86 Cr25.2%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹6047.62 Cr8.8%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1300.08 Cr13.4%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5913.10 Cr8.1%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹331.22 Cr24.2%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹807.64 Cr22.7%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.2%0.0%₹137.40 Cr8.8%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹933.76 Cr10.3%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33126.83 Cr9.9%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1411.83 Cr8.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹706.42 Cr26.8%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹13068.33 Cr10.2%
Axis Regular Saver Fund Direct Growth

Very High Risk

1.0%1.0%₹291.55 Cr8.8%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.5%1.0%₹1986.47 Cr9.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35953.73 Cr13.7%
Axis Short Term Fund Direct Growth

Moderate Risk

0.3%0.0%₹8878.51 Cr8.6%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹30917.01 Cr7.5%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.0%1.0%₹1273.24 Cr14.9%
Axis Midcap Fund Direct Growth

Very High Risk

0.5%1.0%₹30828.75 Cr21.3%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5843.40 Cr8.0%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹994.42 Cr10.0%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2633.81 Cr16.4%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹422.57 Cr11.1%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹141.21 Cr14.6%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.16 Cr8.2%
Axis Credit Risk Fund Direct Growth

Moderately High risk

0.8%1.0%₹414.72 Cr8.9%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5996.43 Cr7.9%
Axis Multicap Fund Direct Growth

Very High Risk

0.7%1.0%₹7034.33 Cr23.7%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹73.51 Cr8.4%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹276.34 Cr7.1%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹63.61 Cr25.6%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹299.81 Cr16.2%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹456.51 Cr7.6%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹527.44 Cr11.3%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹579.13 Cr7.5%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
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The NAV of Axis ESG Equity Fund Direct Growth, as of 20-Jan-2025, is ₹21.96.
The fund has generated 13.43% over the last 1 year and 9.51% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 96.23% in equities, 0.00% in bonds, and 3.77% in cash and cash equivalents.
The fund managers responsible for Axis ESG Equity Fund Direct Growth are:-
  1. Hitesh Das
  2. Krishnaa N
  3. Vishal Agarwal

Fund Overview

Fund Size

Fund Size

₹1,300 Cr

Expense Ratio

Expense Ratio

1.32%

ISIN

ISIN

INF846K01W23

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

12 Feb 2020

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Axis ESG Equity Fund Direct Growth is a Equity - ESG mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 4 years, 11 months and 10 days, having been launched on 12-Feb-20.
As of 20-Jan-25, it has a Net Asset Value (NAV) of ₹21.96, Assets Under Management (AUM) of 1300.08 Crores, and an expense ratio of 1.32%.
  • Axis ESG Equity Fund Direct Growth has given a CAGR return of 17.27% since inception.
  • The fund's asset allocation comprises around 96.23% in equities, 0.00% in debts, and 3.77% in cash & cash equivalents.
  • You can start investing in Axis ESG Equity Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+13.43%

+12.01% (Cat Avg.)

3 Years

+9.51%

+10.52% (Cat Avg.)

Since Inception

+17.27%

(Cat Avg.)

Portfolio Summaryas of 31st December 2024

Equity1,251.1 Cr96.23%
Others48.98 Cr3.77%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity107.74 Cr8.29%
Infosys LtdEquity98.7 Cr7.59%
ICICI Bank LtdEquity80.74 Cr6.21%
Zomato LtdEquity62.07 Cr4.77%
Bharti Airtel LtdEquity59.86 Cr4.60%
Clearing Corporation Of India LtdCash - Repurchase Agreement47.5 Cr3.65%
Mahindra & Mahindra LtdEquity46.69 Cr3.59%
HCL Technologies LtdEquity40.66 Cr3.13%
Tata Consultancy Services LtdEquity39.11 Cr3.01%
InterGlobe Aviation LtdEquity36.81 Cr2.83%
Trent LtdEquity36.31 Cr2.79%
Tech Mahindra LtdEquity29.98 Cr2.31%
Wipro LtdEquity28.68 Cr2.21%
Larsen & Toubro LtdEquity27.06 Cr2.08%
The Federal Bank LtdEquity26.27 Cr2.02%
Cipla LtdEquity25.23 Cr1.94%
Power Grid Corp Of India LtdEquity24.7 Cr1.90%
Cholamandalam Investment and Finance Co LtdEquity23.97 Cr1.84%
ABB India LtdEquity23.8 Cr1.83%
Tata Power Co LtdEquity22.37 Cr1.72%
Tata Motors LtdEquity22.29 Cr1.71%
TVS Motor Co LtdEquity22.12 Cr1.70%
Bajaj Finance LtdEquity21.55 Cr1.66%
Sun Pharmaceuticals Industries LtdEquity19.81 Cr1.52%
Persistent Systems LtdEquity19.37 Cr1.49%
State Bank of IndiaEquity18.28 Cr1.41%
Colgate-Palmolive (India) LtdEquity18.15 Cr1.40%
Varun Beverages LtdEquity17.84 Cr1.37%
Torrent Power LtdEquity15.86 Cr1.22%
Info Edge (India) LtdEquity14.98 Cr1.15%
Dabur India LtdEquity13.94 Cr1.07%
Hindustan Unilever LtdEquity12.8 Cr0.98%
UltraTech Cement LtdEquity12.39 Cr0.95%
LTIMindtree LtdEquity11.45 Cr0.88%
Symphony LtdEquity11.17 Cr0.86%
Tata Consumer Products LtdEquity10.7 Cr0.82%
Kotak Mahindra Bank LtdEquity10.54 Cr0.81%
Craftsman Automation LtdEquity10.26 Cr0.79%
eClerx Services LtdEquity10.19 Cr0.78%
Titan Co LtdEquity9.76 Cr0.75%
ICICI Prudential Life Insurance Co LtdEquity9.62 Cr0.74%
Go Fashion (India) LtdEquity9.47 Cr0.73%
Samvardhana Motherson International LtdEquity8.58 Cr0.66%
SBI Life Insurance Co LtdEquity8.42 Cr0.65%
Mankind Pharma LtdEquity6.04 Cr0.46%
Godrej Consumer Products LtdEquity5.41 Cr0.42%
Raia Drogasil SA ADREquity5.36 Cr0.41%
Apollo Hospitals Enterprise LtdEquity5.11 Cr0.39%
REC LtdEquity5.01 Cr0.39%
Microsoft CorpEquity4.13 Cr0.32%
Alphabet Inc Class AEquity3.5 Cr0.27%
AstraZeneca PLCEquity2.66 Cr0.20%
Norsk Hydro ASA ADREquity2.37 Cr0.18%
Unilever PLCEquity2.28 Cr0.18%
GSK PLCEquity2.16 Cr0.17%
Texas Instruments IncEquity2.15 Cr0.17%
Thermo Fisher Scientific IncEquity1.87 Cr0.14%
RELX PLCEquity1.8 Cr0.14%
Bunzl PLCEquity1.71 Cr0.13%
ASML Holding NV ADREquity1.61 Cr0.12%
Mastercard Inc Class AEquity1.6 Cr0.12%
Net Receivables / (Payables)Cash1.48 Cr0.11%
Visa Inc Class AEquity1.45 Cr0.11%
Booking Holdings IncEquity1.36 Cr0.10%
Intuit IncEquity1.35 Cr0.10%
Salesforce IncEquity1.32 Cr0.10%
UnitedHealth Group IncEquity1.32 Cr0.10%
Lowe's Companies IncEquity1.31 Cr0.10%
Emerson Electric CoEquity1.17 Cr0.09%
Spirax Group PLCEquity1.14 Cr0.09%
Elevance Health IncEquity1.1 Cr0.08%
Kingfisher PLCEquity1.05 Cr0.08%
Lululemon Athletica IncEquity1.03 Cr0.08%
Greggs PLCEquity1.02 Cr0.08%
Adobe IncEquity0.98 Cr0.08%
ARM Holdings PLC ADREquity0.46 Cr0.04%

Allocation By Market Cap (Equity)

Large Cap Stocks

81.26%

Mid Cap Stocks

8.02%

Small Cap Stocks

3.16%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services315.19 Cr24.24%
Technology290.13 Cr22.32%
Consumer Cyclical244.49 Cr18.81%
Industrials91.79 Cr7.06%
Consumer Defensive82.83 Cr6.37%
Communication Services78.34 Cr6.03%
Healthcare70.65 Cr5.43%
Utilities62.93 Cr4.84%
Basic Materials14.76 Cr1.14%

Risk & Performance Ratios

Standard Deviation

This fund

14.54%

Cat. avg.

14.02%

Lower the better

Sharpe Ratio

This fund

0.28

Cat. avg.

0.43

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.71

Higher the better

Fund Managers

HD

Hitesh Das

Since February 2020

KN

Krishnaa N

Since March 2024

VA

Vishal Agarwal

Since September 2024

Additional Scheme Detailsas of 31st December 2024

ISIN
INF846K01W23
Expense Ratio
1.32%
Exit Load
1.00%
Fund Size
₹1,300 Cr
Age
4 years 11 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty 100 ESG TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - ESG Funds

Fund nameExpense RatioExit LoadFund size
1Y
Quant ESG Equity Fund Direct Growth

Very High Risk

0.9%1.0%₹298.44 Cr11.2%
Quant ESG Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹298.44 Cr9.4%
Mirae Asset Nifty 100 ESG Sector Leaders ETF

Very High Risk

0.4%-₹121.36 Cr8.2%
Quantum India ESG Equity Fund Direct Growth

Very High Risk

0.7%1.0%₹89.88 Cr12.8%
Quantum India ESG Equity Fund Regular Growth

Very High Risk

2.1%1.0%₹89.88 Cr11.4%
Invesco India ESG Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹507.58 Cr16.2%
Invesco India ESG Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹507.58 Cr14.6%
Aditya Birla Sun Life ESG Fund Direct Growth

Very High Risk

1.4%1.0%₹663.07 Cr16.7%
Aditya Birla Sun Life ESG Fund Regular Growth

Very High Risk

2.4%1.0%₹663.07 Cr15.4%
SBI Magnum Equity ESG Fund Direct Growth

Very High Risk

1.3%1.0%₹5620.09 Cr12.1%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,16,614 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹61.84 Cr5.4%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.4%1.0%₹5958.01 Cr26.7%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹91.86 Cr7.8%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low to Moderate Risk

-0.0%₹76.11 Cr7.7%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.75 Cr8.2%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12915.80 Cr7.9%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹823.87 Cr27.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹459.80 Cr15.2%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹7034.33 Cr15.7%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹15463.84 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1576.01 Cr14.0%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1221.86 Cr25.2%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹6047.62 Cr8.8%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1300.08 Cr13.4%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5913.10 Cr8.1%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹331.22 Cr24.2%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹807.64 Cr22.7%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.2%0.0%₹137.40 Cr8.8%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹933.76 Cr10.3%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹33126.83 Cr9.9%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1411.83 Cr8.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹706.42 Cr26.8%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹13068.33 Cr10.2%
Axis Regular Saver Fund Direct Growth

Very High Risk

1.0%1.0%₹291.55 Cr8.8%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.5%1.0%₹1986.47 Cr9.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35953.73 Cr13.7%
Axis Short Term Fund Direct Growth

Moderate Risk

0.3%0.0%₹8878.51 Cr8.6%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹30917.01 Cr7.5%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.0%1.0%₹1273.24 Cr14.9%
Axis Midcap Fund Direct Growth

Very High Risk

0.5%1.0%₹30828.75 Cr21.3%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5843.40 Cr8.0%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹994.42 Cr10.0%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2633.81 Cr16.4%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹422.57 Cr11.1%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹141.21 Cr14.6%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.16 Cr8.2%
Axis Credit Risk Fund Direct Growth

Moderately High risk

0.8%1.0%₹414.72 Cr8.9%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5996.43 Cr7.9%
Axis Multicap Fund Direct Growth

Very High Risk

0.7%1.0%₹7034.33 Cr23.7%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹73.51 Cr8.4%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹276.34 Cr7.1%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹63.61 Cr25.6%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹299.81 Cr16.2%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹456.51 Cr7.6%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹527.44 Cr11.3%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹579.13 Cr7.5%

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The NAV of Axis ESG Equity Fund Direct Growth, as of 20-Jan-2025, is ₹21.96.
The fund has generated 13.43% over the last 1 year and 9.51% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 96.23% in equities, 0.00% in bonds, and 3.77% in cash and cash equivalents.
The fund managers responsible for Axis ESG Equity Fund Direct Growth are:-
  1. Hitesh Das
  2. Krishnaa N
  3. Vishal Agarwal
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