Axis ESG Integration Strategy Fund Regular-Growth
Equity
Thematic-ESG
₹0% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1083 Cr
- Created on3 Feb 2020
Fund Ranking
#9
/ 10 in Thematic-ESG
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-0.9%
- 1 Year1.3%
- 3 Year (CAGR)9.7%
- All Time (CAGR)12.3%
Category Return
- 6 Month1.6%
- 1 Year3.5%
- 3 Year (CAGR)11.0%
- All Time (CAGR)-
Asset Allocation
- Equity89.3%
- Debt10.5%
- Other0.2%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.06%
- Bajaj Finance6.17%
- Bharat Heavy Electricals2.09%
- Cholamandalam Investment and Finance Company0.85%
- CG Power2.39%
Fund Information
- Expense Ratio2.66%
- Exit LoadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
- Lock-In PeriodNo Lock-In
Managed By
Krishnaa Narayan
March 2024 - Present
Shreyash Devalkar
Aug 2023 - Present
Hitesh Das
Jan 2023 - Present
Vishal Agarwal
Sep 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.28 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 13.45 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -0.85 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.90