NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹19.26
0.73%
NAV as on 23 Apr 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 23 Apr 24, 12:00 AM
very high risk
equity esg
equity
31.20%p.a.
Last 1Y
12.08%p.a.
Last 3Y
0.00%p.a.
Last 5Y
17.13%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 1,371.79 Cr fund under management as on Apr 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 31.2% annual returns during the last year. It has delivered 17.1% 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
Torrent Power Ltd
7.29%
ICICI Bank Ltd
4.58%
Infosys Ltd
4.37%
Tata Consultancy Services Ltd
3.41%
Trent Ltd
3.16%
Tata Motors Ltd
2.90%
Titan Co Ltd
2.63%
Bharti Airtel Ltd
2.60%
Nestle India Ltd
2.49%
Kotak Mahindra Bank Ltd
2.07%
Fund Managers
- Shreyash Devalkar (Aug 2023 - Present)
- Hitesh Das (Feb 2020 - Present)
- Krishnaa N (Mar 2024 - Present)
Key Information
View Scheme Document
Axis ESG Integration Strategy Fund Growth SIP Calculator
If invested
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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
Funds
3Y Return
SBI ESG Exclusionary Strategy Fund Growth
very high risk | equity
16.8%
ICICI Prudential ESG Exclusionary Strategy Fund Growth
very high risk | equity
17.6%
Kotak ESG Exclusionary Strategy Fund Growth
very high risk | equity
13.9%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved