Axis ESG Integration Strategy Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
13.49%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
All
NAV: 10 Apr 2024₹20.80
Min. SIP amount₹100
RatingNA
Fund size₹1,371.79Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA36.0%13.5%19.2%
Category averageNA33.6%17.2%NA
Rank with in categoryNA59NA
Understand terms

Holdings (85)

NameSectorInstrumentAssets
EnergyEquity7.29%
FinancialEquity4.58%
TechnologyEquity4.37%
TechnologyEquity3.41%
ServicesEquity3.16%
AutomobileEquity2.90%
Consumer DiscretionaryEquity2.63%
CommunicationEquity2.60%
Consumer StaplesEquity2.49%
FinancialEquity2.07%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 1.24%
3Y annualised returns lower than category average by 3.7%
1Y annualised returns higher than category average by 2.39%
1Y category rank: 4

Expense ratio, exit load and tax

Expense ratio: 1.24%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
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,

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