3 Year return
10.38%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1334.37 Cr.
Expense Ratio
1.3% (inclusive of GST)
Exit Load
If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Axis Mutual Fund Managers
JG
Jinesh Gopani
Fund Manager since Jan 2020
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Infrastructure Fund |
24.92% |
0 |
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund |
25.32% |
0 |
DSP Healthcare Fund |
22.34% |
0 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
About Axis ESG Equity Fund Direct Plan IDCW Reinvestment
Axis ESG Equity Fund Direct Plan IDCW Reinvestment is an actively managed equity fund managed by Axis Mutual Fund. It falls under the thematic category. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has an IDCW (in-built dividend reinvestment) option, which means that your dividends will be reinvested in the fund on a monthly basis.
Investment Objective of The Scheme
The investment objective of Axis ESG Equity Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of equity stocks that meet certain environmental, social, and governance (ESG) criteria. The fund seeks to achieve its objective by investing in a mix of equity stocks that are expected to generate growth over the long term and have good ESG scores.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 1.3% |
Fund Manager | Jinesh Gopani |
Fund Size | ₹1334.37 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
Axis ESG Equity Fund Direct Plan IDCW Reinvestment can be a good option for investors who are looking for a growth-oriented investment with the potential for high returns, and who also want to invest in companies that are committed to ESG principles. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.
AMC Contact Details
Name | Axis Mutual Fund |
Launch Date | January 2009 |
Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
Contact | 8108622211 |
customerservice@axismf.com | |
Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
What is the AUM of Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
What is the expense ratio of Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
What are the returns of Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
How do I invest in Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis ESG Integration Strategy Fund Direct Plan IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.