AXIS ESG INTEGRATION STRATEGY FUND-REG(G)

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

AXIS ESG INTEGRATION STRATEGY FUND-REG(G)

market linked 5.56 % 9.82 % 17.26 %

BenchMark : NIFTY100 ESG - TRI

BenchMark Return 7.86 11.56 24.12

Value of Rs. 1,00,000 Invested

current value 105560 132447 221691
scheme objective To generate long-term capital appreciation by investing in a diversified portfolio of companiesdemonstrating sustainable practices across Environmental, Social, and Governance (ESG)parameters using an ESGIntegration approach.
Category Mutual Fund > Equity > Sectoral / Thematic
Fund Type Open Ended
Fund Manager Vishal Agarwal
Minimum Amount for Lumpsum Investment (Rs.) 100
Minimum Amount for SIP Investment (Rs.) 100
Nav Date 26/03/2025
Nav 20.14
AUM (Cr.) 1163.13
AUM Date 28/02/2025
Expense Ratio Currently 2
Expense Ratio Date Currently 28/02/2025
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load NIL
Exit Load Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M
Tax Treatment of Income 20% short term capital gains tax, 12.5% long term capital gains tax on incremental gains above 1.25 Lakhs in a given financial year.
Tax Benefit on Investment
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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