Axis ESG Integration Strategy Fund Regular-Growth
Equity
Thematic-ESG
₹0.2% 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)₹1074 Cr
- Created on3 Feb 2020
Fund Ranking
#5
/ 10 in Thematic-ESG
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month3.7%
- 1 Year-4.0%
- 3 Year (CAGR)7.6%
- All Time (CAGR)11.3%
Category Return
- 6 Month5.7%
- 1 Year-2.9%
- 3 Year (CAGR)8.2%
- All Time (CAGR)11.7%
Asset Allocation
- Equity89.3%
- Debt10.7%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise2.98%
- Bajaj Finance4.35%
- Bharat Heavy Electricals0.98%
- CG Power2.65%
- Cummins India1.58%
Fund Information
- Expense Ratio2.71%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.31 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 13.42 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -0.67 - 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