Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Axis ESG Integration Strategy Fund - Direct Plan
|
Very High
|
Please wait... |
1.27 |
|||
Very High
|
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1.30 |
||||
Very High
|
Please wait... |
0.95 |
||||
Very High
|
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0.76 |
||||
Very High
|
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1.33 |
₹1,437 Cr
1.00 (365)
100
--
100
6
Investment Strategy
The scheme seeks 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 ESG-Integration approach.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a Thematic ESG fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes Thematic ESG funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any otherThematic ESG fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
The scheme seeks 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 ESG-Integration approach.
Mutual funds can be bought directly from the website of the fund house. For instance, Axis ESG Integration Strategy Fund - Direct Plan fund can be purchased from the website of Axis Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Axis ESG Integration Strategy Fund - Direct Plan is ₹22.6600 as of 14-Aug-2024.
The AUM of Axis ESG Integration Strategy Fund - Direct Plan Fund is ₹1,437 Cr as of 31-Jul-2024
The riskometer level of Axis ESG Integration Strategy Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
5.53
|
|
5.07
|
|
4.47
|
|
4.34
|
|
3.91
|
As of 31-Jul-2024, Axis ESG Integration Strategy Fund - Direct Plan had invested 97.77% in Equity, 1.98% in Debt and 0.24% in Cash & Cash Eq. See More
Axis ESG Integration Strategy Fund - Direct Plan is 4 years 6 months old. It has delivered 19.92% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
33.29%
|
12.81%
|
--
|
--
|
--
|
19.92%
|
No, There is no lock in period in Axis ESG Integration Strategy Fund - Direct Plan.
The expense ratio of Axis ESG Integration Strategy Fund - Direct Plan is 1.27.