Axis ESG Integration Strategy Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.27 | 11.79 | N/A | N/A |
Average Rolling Returns(%) | 18.36 | 14.77 | N/A | N/A |
The Current NAV of Axis ESG Integration Strategy Fund - Regular Plan - Growth is ₹19.25.
It is better to invest in a fund with a longer track record as Axis ESG Integration Strategy Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Axis ESG Integration Strategy Fund - Regular Plan - Growth fund’s expense ratio is 2.23%
The process for redemption is
The AUM of Axis ESG Integration Strategy Fund - Regular Plan - Growth is currently ₹1,362 Crores.
The Top three stocks are Torrent Power, ICICI Bank and Infosys and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 38% of fund’s portfolio respectively.
Top three sectors of Axis ESG Integration Strategy Fund - Regular Plan - Growth fund are Others, BFSI and IT accounting for 50% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Axis ESG Integration Strategy Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Shreyash Devalkar and Hitesh Das manage the Axis ESG Integration Strategy Fund - Regular Plan - Growth Fund.
Axis ESG Integration Strategy Fund - Regular Plan - Growth current PE ratio is 50.05 and PB ratio is 11.33
The asset allocation of Axis ESG Integration Strategy Fund - Regular Plan - Growth is Stocks : 96.34%, Debt : 3.64% and Gold : 0%
The minimum SIP amount for Axis ESG Integration Strategy Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Axis ESG Integration Strategy Fund - Regular Plan - Growth is Nil for 10% of investment and 1% for remaining investment on or before 12 months, Nil after 12 months