Name: Axis ESG Equity Fund Direct IDCW
Brand: Axis Mutual Fund

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Axis ESG Equity Fund Direct IDCW
Equity
Sectoral / Thematic
Very High Risk
Payout
4.34%
1M return
+1.25% 1D
1M
6M
1Y
All
 NAV: 14 Oct 2021₹17.80
Min. SIP amount₹1,000
RatingNA
Fund size₹2,139.08 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns16.7%28.0%58.4%77.9%
Category averageNANA49.0%NA
Rank with in category352NA
Understand termsinfo
Holdings (47)NameSectorInstrumentAssets
Bajaj Finance Ltd.
FinancialEquity10.4%
Avenue Supermarts Ltd.
ServicesEquity9.9%
Nestle India Ltd.
FMCGEquity9.2%
Tata Consultancy Services Ltd.
TechnologyEquity7.8%
Wipro Ltd.
TechnologyEquity7.1%
Info Edge (India) Ltd.
ServicesEquity6.9%
HDFC Bank Ltd.
FinancialEquity6.7%
Housing Development Finance Corpn. Ltd.
FinancialEquity6.2%
Kotak Mahindra Bank Ltd.
FinancialEquity4.5%
Torrent Power Ltd.
EnergyEquity3.3%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.50%
31 Jul 2021 - 31 Aug 2021
0.54%
30 Jun 2021 - 31 Jul 2021
0.54%
31 May 2021 - 30 Jun 2021
0.54%
30 Apr 2021 - 31 May 2021
0.48%
31 Mar 2021 - 30 Apr 2021
0.43%
28 Feb 2021 - 31 Mar 2021
0.43%
31 Jan 2021 - 28 Feb 2021
0.44%
31 Dec 2020 - 31 Jan 2021
0.46%
30 Nov 2020 - 31 Dec 2020
0.46%
31 Oct 2020 - 30 Nov 2020
0.40%
30 Sep 2020 - 31 Oct 2020
0.40%
31 Aug 2020 - 30 Sep 2020
0.40%
31 Jul 2020 - 31 Aug 2020
0.40%
30 Jun 2020 - 31 Jul 2020
0.40%
31 May 2020 - 30 Jun 2020
0.41%
30 Apr 2020 - 31 May 2020
0.41%
31 Mar 2020 - 30 Apr 2020
0.41%
29 Feb 2020 - 31 Mar 2020
0.41%
Expense ratio, exit load and taxExpense ratio: 0.50%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹100
Min. for SIP₹1,000
Fund managementJinesh Gopani
Jan 2020 - Present
View details
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Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Also manages these schemes
Axis Long Term Equity Fund IDCW
Axis Long Term Equity Fund Growth
Axis Focused 25 Fund IDCW
Axis Focused 25 Fund Growth
Axis Focused 25 Direct Plan IDCW
Axis Focused 25 Direct Plan Growth
Axis Long Term Equity Direct Plan IDCW
Axis Long Term Equity Direct Plan Growth
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct Growth
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct Growth
Axis Growth Opportunities Fund Direct IDCW
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Regular IDCW
Axis Growth Opportunities Fund Regular Growth
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis ESG Equity Fund Direct Growth
Axis ESG Equity Fund Regular Growth
Axis ESG Equity Fund Regular IDCW
Axis ESG Equity Fund Direct IDCW
Hitesh Das
Jan 2020 - Present
View details
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Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes
Axis Bluechip Fund Growth
Axis Bluechip Fund IDCW
Axis Midcap Fund Growth
Axis Midcap Fund IDCW
Axis Focused 25 Fund IDCW
Axis Focused 25 Fund Growth
Axis Bluechip Fund Direct Plan Growth
Axis Bluechip Fund Direct Plan IDCW
Axis Focused 25 Direct Plan IDCW
Axis Focused 25 Direct Plan Growth
Axis Midcap Direct Plan IDCW
Axis Midcap Direct Plan Growth
Axis Small Cap Fund Regular Growth
Axis Small Cap Fund Direct IDCW
Axis Small Cap Fund Regular IDCW
Axis Small Cap Fund Direct Growth
Axis Flexi Cap Fund Direct Growth
Axis Flexi Cap Fund Direct IDCW
Axis Flexi Cap Fund Regular Growth
Axis Flexi Cap Fund Regular IDCW
Axis Growth Opportunities Fund Direct IDCW
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Regular IDCW
Axis Growth Opportunities Fund Regular Growth
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis ESG Equity Fund Direct Growth
Axis ESG Equity Fund Regular Growth
Axis ESG Equity Fund Regular IDCW
Axis ESG Equity Fund Direct IDCW
Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
Axis Greater China Equity FoF Direct Growth
Axis Greater China Equity FoF Direct IDCW
Axis Greater China Equity FoF Regular Growth
Axis Greater China Equity FoF Regular IDCW
Axis Global Innovation FoF Regular Growth
Axis Global Innovation FoF Direct Growth
Axis Global Innovation FoF Direct IDCW
Axis Global Innovation FoF Regular IDCW
Fund house & investment objective
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Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM1,94,434.19 Cr
Date of Incorporation04 Sep 2009
Axis ESG Equity Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 20
Axis ESG Equity Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Jinesh Gopani is the Current Fund Manager of Axis ESG Equity Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,94,434 Cr and the Latest NAV as of 14 Oct 2021 is ₹17.80.
The Axis ESG Equity Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months....Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices a
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.
...Read more
Fund benchmarkNIFTY 100 ESG TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
E-mail
[email protected]ismf.com
Website
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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	3M	6M	1Y	All
Fund returns	16.7%	28.0%	58.4%	77.9%
Category average	NA	NA	49.0%	NA
Rank with in category	3	5	2	NA

Name	Sector	Instrument	Assets
Bajaj Finance Ltd.	Financial	Equity	10.4%
Avenue Supermarts Ltd.	Services	Equity	9.9%
Nestle India Ltd.	FMCG	Equity	9.2%
Tata Consultancy Services Ltd.	Technology	Equity	7.8%
Wipro Ltd.	Technology	Equity	7.1%
Info Edge (India) Ltd.	Services	Equity	6.9%
HDFC Bank Ltd.	Financial	Equity	6.7%
Housing Development Finance Corpn. Ltd.	Financial	Equity	6.2%
Kotak Mahindra Bank Ltd.	Financial	Equity	4.5%
Torrent Power Ltd.	Energy	Equity	3.3%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹100

Rating	NA
Fund size	₹2,139.08 Cr