Axis Esg Equity Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank None
BMSMONEY Rating
Growth Option As On: 02-05-2024
NAV ₹19.49 (R) 0.0% ₹20.68 (D) 0.0%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 28.99% 12.03% -% -% -%
LumpSum Dir. P 30.23% 13.51% -% -% -%
SIP Reg. P 29.75% 14.91% -% -% -%
SIP Dir. P 30.98% 16.21% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 02-05-2024

Scheme Name NAV Rupee Change Percent Change
Axis ESG Equity Fund - Regular Plan - IDCW 15.19
0.0000
0.0000%
Axis ESG Equity Fund - Direct Plan - IDCW 16.13
0.0000
0.0000%
Axis ESG Equity Fund - Regular Plan - Growth Option 19.49
0.0000
0.0000%
Axis ESG Equity Fund - Direct Plan - Growth Option 20.68
0.0000
0.0000%

Review Date: March 28, 2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: The Axis Esg Equity Fund has two return parameters in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Axis Esg Equity Fund has two return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 3Y Return %
  2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For Axis Esg Equity Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Axis Esg Equity Fund does not have any risk parameters in the lowest 25% of the category. It means the fund has high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Axis Esg Equity Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Axis Esg Equity Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.83
2.02
0.81 | 4.64 5 | 6
No
No
Yes
3M Return % 6.21
4.82
2.26 | 6.21 1 | 6
Yes
Yes
No
6M Return % 20.91
21.96
15.53 | 30.33 5 | 6
No
No
Yes
1Y Return % 28.99
34.66
26.05 | 47.42 5 | 6
No
No
Yes
3Y Return % 12.03
17.14
12.03 | 30.56 6 | 6
No
No
Yes
1Y SIP Return % 29.75
32.94
20.87 | 46.92 5 | 6
No
No
Yes
3Y SIP Return % 14.91
18.24
11.64 | 29.24 5 | 6
No
No
Yes
Return data last Updated On : May 2, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 0.88 2.11 0.83 | 4.72 5 | 6
No
No
Yes
3M Return % 6.43 5.14 2.54 | 6.61 2 | 6
Yes
Yes
No
6M Return % 21.43 22.74 16.21 | 31.38 5 | 6
No
No
Yes
1Y Return % 30.23 36.51 27.69 | 49.86 5 | 6
No
No
Yes
3Y Return % 13.51 18.93 13.51 | 32.63 6 | 6
No
No
Yes
1Y SIP Return % 30.98 34.71 22.35 | 49.33 5 | 6
No
No
Yes
3Y SIP Return % 16.21 19.91 13.17 | 31.34 5 | 6
No
No
Yes
Return data last Updated On : May 2, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.0 ₹ 10000.0 0.0 ₹ 10000.0
1W 1.04 ₹ 10104.0 1.08 ₹ 10108.0
1M 0.83 ₹ 10083.0 0.88 ₹ 10088.0
3M 6.21 ₹ 10621.0 6.43 ₹ 10643.0
6M 20.91 ₹ 12091.0 21.43 ₹ 12143.0
1Y 28.99 ₹ 12899.0 30.23 ₹ 13023.0
3Y 12.03 ₹ 14062.0 13.51 ₹ 14625.0
5Y - ₹ - - ₹ -
7Y - ₹ - - ₹ -
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 29.7462 ₹ 13850.1 30.9794 ₹ 13923.912
3Y ₹ 36000 14.9106 ₹ 44919.0 16.2091 ₹ 45758.916
5Y ₹ 60000 - ₹ - - ₹ -
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
02-05-2024 19.49 20.68
29-04-2024 19.45 20.64
26-04-2024 19.29 20.46
25-04-2024 19.31 20.49
24-04-2024 19.29 20.47
23-04-2024 19.26 20.43
22-04-2024 19.12 20.29
19-04-2024 18.99 20.15
18-04-2024 18.99 20.14
16-04-2024 19.08 20.24
15-04-2024 19.23 20.4
09-04-2024 19.59 20.77
04-04-2024 19.4 20.57
03-04-2024 19.36 20.53
02-04-2024 19.33 20.5
01-04-2024 19.32 20.48
28-03-2024 19.23 20.38
27-03-2024 19.13 20.28
26-03-2024 19.08 20.23
22-03-2024 19.0 20.14
21-03-2024 18.94 20.08
20-03-2024 18.72 19.84
19-03-2024 18.68 19.8
18-03-2024 18.8 19.92
15-03-2024 18.78 19.9
14-03-2024 18.88 20.01
13-03-2024 18.72 19.84
12-03-2024 19.04 20.18
11-03-2024 18.99 20.13
07-03-2024 19.04 20.17
06-03-2024 18.95 20.08
05-03-2024 18.87 19.99
04-03-2024 19.0 20.13
01-03-2024 19.01 20.14
29-02-2024 18.84 19.96
28-02-2024 18.82 19.94
27-02-2024 18.97 20.1
26-02-2024 18.86 19.98
23-02-2024 18.94 20.06
22-02-2024 18.92 20.04
21-02-2024 18.74 19.85
20-02-2024 18.84 19.96
19-02-2024 18.89 20.01
16-02-2024 18.84 19.95
15-02-2024 18.74 19.85
14-02-2024 18.61 19.71
13-02-2024 18.54 19.64
12-02-2024 18.55 19.65
09-02-2024 18.64 19.73
08-02-2024 18.67 19.77
07-02-2024 18.67 19.77
06-02-2024 18.61 19.7
05-02-2024 18.36 19.45
02-02-2024 18.35 19.43
01-02-2024 18.23 19.3
31-01-2024 18.24 19.31
30-01-2024 18.17 19.23
29-01-2024 18.3 19.38
25-01-2024 18.19 19.26
24-01-2024 18.28 19.35
23-01-2024 18.12 19.18
19-01-2024 18.29 19.36
18-01-2024 18.14 19.2
17-01-2024 18.16 19.22
16-01-2024 18.34 19.41
15-01-2024 18.4 19.48
12-01-2024 18.39 19.46
11-01-2024 18.22 19.28
10-01-2024 18.23 19.29
09-01-2024 18.21 19.27
08-01-2024 18.18 19.24
05-01-2024 18.29 19.35
04-01-2024 18.21 19.26
03-01-2024 18.04 19.09
02-01-2024 18.18 19.23
01-01-2024 18.31 19.37
29-12-2023 18.31 19.37
28-12-2023 18.26 19.31
27-12-2023 18.17 19.22
26-12-2023 18.05 19.09
22-12-2023 18.04 19.08
21-12-2023 17.93 18.97
20-12-2023 17.8 18.82
19-12-2023 18.11 19.15
18-12-2023 18.09 19.13
15-12-2023 18.03 19.07
14-12-2023 17.93 18.96
13-12-2023 17.72 18.73
12-12-2023 17.71 18.72
11-12-2023 17.74 18.76
08-12-2023 17.71 18.72
07-12-2023 17.75 18.76
06-12-2023 17.64 18.65
05-12-2023 17.61 18.62
04-12-2023 17.56 18.56
01-12-2023 17.42 18.41
30-11-2023 17.36 18.35
29-11-2023 17.24 18.23
28-11-2023 17.04 18.01
24-11-2023 16.94 17.91
23-11-2023 16.94 17.9
22-11-2023 16.99 17.96
21-11-2023 16.99 17.95
20-11-2023 16.97 17.93
17-11-2023 16.97 17.93
16-11-2023 16.95 17.91
15-11-2023 16.8 17.75
13-11-2023 16.6 17.54
10-11-2023 16.54 17.47
09-11-2023 16.46 17.39
08-11-2023 16.47 17.4
07-11-2023 16.44 17.37
06-11-2023 16.37 17.29
03-11-2023 16.25 17.16
02-11-2023 16.12 17.03
01-11-2023 15.97 16.87
31-10-2023 16.01 16.91
30-10-2023 16.01 16.91
27-10-2023 15.93 16.83
26-10-2023 15.81 16.7
25-10-2023 15.98 16.88
23-10-2023 16.1 17.0
20-10-2023 16.26 17.17
19-10-2023 16.32 17.23
18-10-2023 16.33 17.24
17-10-2023 16.5 17.42
16-10-2023 16.45 17.36
13-10-2023 16.46 17.38
12-10-2023 16.49 17.41
11-10-2023 16.55 17.47
10-10-2023 16.44 17.36
09-10-2023 16.33 17.24
06-10-2023 16.43 17.34
05-10-2023 16.29 17.2
04-10-2023 16.22 17.12
03-10-2023 16.22 17.12
29-09-2023 16.26 17.16
27-09-2023 16.33 17.23
26-09-2023 16.31 17.21
25-09-2023 16.36 17.26
22-09-2023 16.32 17.22
21-09-2023 16.36 17.26
20-09-2023 16.52 17.43
18-09-2023 16.65 17.56
15-09-2023 16.68 17.6
14-09-2023 16.63 17.55
13-09-2023 16.54 17.45
12-09-2023 16.53 17.43
11-09-2023 16.57 17.48
08-09-2023 16.5 17.4
07-09-2023 16.49 17.39
06-09-2023 16.46 17.36
05-09-2023 16.45 17.35
04-09-2023 16.42 17.31
01-09-2023 16.33 17.22
31-08-2023 16.24 17.13
30-08-2023 16.27 17.16
29-08-2023 16.24 17.12
28-08-2023 16.1 16.98
25-08-2023 16.07 16.94
24-08-2023 16.11 16.98
23-08-2023 16.14 17.01
22-08-2023 16.09 16.96
21-08-2023 16.02 16.89
18-08-2023 15.91 16.77
17-08-2023 16.0 16.87
16-08-2023 16.06 16.93
14-08-2023 16.14 17.01
11-08-2023 16.1 16.96
10-08-2023 16.26 17.14
09-08-2023 16.26 17.13
08-08-2023 16.24 17.12
07-08-2023 16.3 17.18
04-08-2023 16.26 17.13
03-08-2023 16.12 16.98
02-08-2023 16.2 17.07
01-08-2023 16.36 17.23
31-07-2023 16.36 17.23
28-07-2023 16.3 17.17
27-07-2023 16.2 17.06
26-07-2023 16.3 17.17
25-07-2023 16.28 17.14
24-07-2023 16.24 17.1
21-07-2023 16.26 17.13
20-07-2023 16.37 17.24
19-07-2023 16.41 17.28
18-07-2023 16.33 17.2
17-07-2023 16.32 17.18
14-07-2023 16.3 17.17
13-07-2023 16.11 16.96
12-07-2023 16.01 16.86
11-07-2023 15.96 16.8
10-07-2023 15.88 16.72
07-07-2023 15.94 16.78
06-07-2023 16.06 16.91
05-07-2023 16.03 16.87
04-07-2023 16.04 16.88
03-07-2023 15.97 16.81
30-06-2023 15.95 16.78
28-06-2023 15.88 16.72
27-06-2023 15.79 16.62
26-06-2023 15.76 16.58
23-06-2023 15.75 16.57
22-06-2023 15.82 16.65
21-06-2023 15.98 16.82
20-06-2023 16.01 16.85
19-06-2023 16.01 16.85
16-06-2023 16.04 16.87
15-06-2023 15.87 16.7
14-06-2023 15.87 16.69
13-06-2023 15.85 16.67
12-06-2023 15.75 16.57
09-06-2023 15.68 16.49
08-06-2023 15.66 16.47
07-06-2023 15.82 16.64
06-06-2023 15.61 16.41
05-06-2023 15.57 16.38
02-06-2023 15.52 16.32
01-06-2023 15.44 16.23
31-05-2023 15.43 16.23
30-05-2023 15.46 16.25
29-05-2023 15.46 16.25
26-05-2023 15.39 16.18
25-05-2023 15.18 15.96
24-05-2023 15.18 15.96
23-05-2023 15.25 16.03
22-05-2023 15.23 16.01
19-05-2023 15.18 15.95
18-05-2023 15.1 15.87
17-05-2023 15.07 15.84
16-05-2023 15.19 15.97
15-05-2023 15.2 15.97
12-05-2023 15.2 15.98
11-05-2023 15.23 16.01
10-05-2023 15.23 16.0
09-05-2023 15.2 15.97
08-05-2023 15.21 15.98
05-05-2023 15.02 15.78
04-05-2023 15.11 15.88
03-05-2023 15.01 15.77
02-05-2023 15.05 15.81

Fund Launch Date: 12/Feb/2020
Fund Category: Sectoral/ Thematic
Investment Objective: To generate long term capital appreciation by investing in a diversified porolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Description: An open-ended equity scheme investing in companies demonstrating sustainable practices across Environment, Social and Governance (ESG)theme
Fund Benchmark: Ni[y 100 ESG Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.