NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Axis ESG Integration Strategy Fund Growth for NRI [21.16]

Min Investment

100

Fund Size

1,390.64 Cr

Expense Ratio

2.2%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

21.16

0.67%

NAV as on 14 Jul 24, 12:00 AM

very high risk

equity esg

equity

NAV as on 14 Jul 24, 12:00 AM

very high risk

equity esg

equity

32.17%p.a.

Last 1Y

12.58%p.a.

Last 3Y

0.00%p.a.

Last 5Y

18.03%p.a.

Since Inception

About Axis ESG Integration Strategy Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Axis ESG Integration Strategy Fund Growth scheme from Axis Asset Management Company Limited. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Feb 2020, Axis ESG Integration Strategy Fund Growth is Equity - ESG fund of its category with 1,390.64 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.

  • Axis ESG Integration Strategy Fund Growth delivered 32.2% annual returns during the last year. It has delivered 18.0% average annual returns since the fund was launched.
  • Axis ESG Integration Strategy Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

To generate long-term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social, and Governance (ESG) parameters using an ESGIntegration approach. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Top 10 Holdings

ICICI Bank Ltd

5.18%

Infosys Ltd

4.62%

Trent Ltd

4.33%

HDFC Bank Ltd

4.21%

Bharti Airtel Ltd

3.66%

Torrent Power Ltd

3.64%

Tata Consultancy Services Ltd

3.38%

Mahindra & Mahindra Ltd

3.20%

ABB India Ltd

2.71%

InterGlobe Aviation Ltd

2.46%

Fund Managers

  1. Shreyash Devalkar (Aug 2023 - Present)
  2. Hitesh Das (Feb 2020 - Present)
  3. Krishnaa N (Mar 2024 - Present)

Key Information

View Scheme Document

Axis ESG Integration Strategy Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Axis ESG Integration Strategy Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Axis ESG Integration Strategy Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis ESG Integration Strategy Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions