Axis ESG Integration Strategy Fund - Direct Plan has delivered 60.55% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #63 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 10.49% .
The fund currently owns more than 44 stocks.
The top 10 holdings account for 48.82% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.34% | -0.11% |
| 2 Year Return | 26.56% | 12.90% |
| 3 Year Return | 41.10% | 41.33% |
| 4 Year Return | 95.81% | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 1.16% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
10.49%
|
||
| 2 | Financials |
6.19%
|
|
| 3 | Non-Banking Financial Company (NBFC) |
6.17%
|
|
| 4 | Consumer Discretionary |
4.95%
|
|
| 5 | Finance - Banks - Private Sector |
4.80%
|
|
| 6 | Energy |
3.51%
|
|
| 7 | Financials |
3.41%
|
|
| 8 | Non-Banking Financial Company (NBFC) |
3.22%
|
|
| 9 | Health Care |
3.06%
|
|
| 10 | Consumer Discretionary |
3.02%
|
|
| 11 | Health Care |
2.76%
|
|
| 12 | Financials |
2.71%
|
AMC: AXIS
Category: Equity • Sectoral/Thematic
Launch Date: 22 Jan 2020
Fund Manager: Mr. Vishal Agarwal
Minimum Purchase: ₹100
Exit Load: If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.
Lock-in: 1
Risk: Moderate Risk
Axis ESG Integration Strategy Fund - Direct Plan is managed by AXIS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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