AXIS ESG EQUITY FUND

AXIS ESG EQUITY FUND(An open-ended equity scheme investing in companies demonstrating sustainable

practices across Environment, Social and Governance (ESG) theme)

What is

ESG?

ESG measures the sustainability of the companyHow companies make money rather than just how much they make

Inputs Outcomes

Market’s focusLong term

drivers

Source: Axis AMC Analysis, Schroders.

How companies

are run

Business model

and strategy

The assets

they own

How much

money they

make

Investment

performance

The 3 pillars of ESG

Each pillar captures a number of issues

Source: MSCI, Institute and Faculty of Actuaries.

Climate Change

Natural Resource Use

Waste Management

Environmental Opportunities

Human capital

Product Safety

Social Opportunities

Corporate Governance

Business Ethics

Government & Public Policy

• Carbon emissions, Product carbon footprint, Energy Efficiency

• Water stress, Biodiversity & Land use, Raw material sourcing, Financing Environmental Impact

• Toxic Emissions & Waste, Packaging material and waste, Electronic waste

• Opportunities in clean tech, green building, renewable energy

• Labor management, Health & Safety, Supply chain, Controversial sourcing

• Chemical safety, Financial Product Safety, Privacy & Data security, Insuring health

• Nutrition & Health, Access to communication, health & finance

• Practice & policies, disclosures

• Corruption & instability, Ethics and Fraud, Anti-competitive practices

• Financial System instability

Environmental

Social

Governance

Why ESG? - Businesses are getting

increasingly impacted by non-financial factors

Greater

regulatory

scrutiny

All stakeholders (investors, customers, regulators)

are getting more sensitive to these issues

Weak ESG practices increase business risksESG factors and the impact on risk

Source: Axis AMC analysis, Institute and Faculty of Actuaries

ESG factors lead to a range of potential impacts on stakeholders

Environmental:Firm generating high levels of

pollution may suffer from a future tax

Social:Firm that poorly treats its employees or

suppliers may be boycotted by the consumers

Governance:Firm with poor governance

heavily fined by the regulator

Low ESG score = Higher risk

• Events can have a meaningful impact

on the value of the firm

• Impact is uncertain

• Timeframe is long and uncertain

ESG has become a global prioritySupport from business, investors and regulators

Source: Google Trends (Data as on 20th Dec 2019); US| SIF Foundation, https://www.ussif.org/

ESG is affecting Indian companiesRecent environmental issues/events

Source: Axis AMC analysis.

EXTREME WEATHER EVENTS CLIMATE CHANGE POLLUTION

• High insurance claims

• Bad debt risks for banks and

NBFCs

• Government push on

Renewables

• Ban on diesel vehicles in Delhi

• Ban/ restriction on construction

activities by NGT

• Switch to efficient fuels

ESG is affecting Indian companiesRecent social issues/events


HEALTH AND LIFESTYLE

CHANGES

SOCIAL UNREST GOVERNMENT PUSH ON

SOCIAL SCHEMES

• Consumer preference

switching to Ayurvedic/

Herbal products

• Farmers/ Locals protest

against land acquisitions

• Labor strikes against

perceived unfair treatment

• Affordable housing

• Financial inclusion - Jan Dhan Yojana

• Health insurance - Ayushman Bharat

Yojana

ESG is affecting Indian companiesRecent governance issues/ events


TRANSPARENCY WHISTLEBLOWERS REGULATORY SCRUTINY

• Auditors, Board, Rating

agencies in spotlight

• Multiple auditor resignations

• Companies hit by

whistleblower complaint

alleging misconduct

• RBI stepping in on board

appointments for banks

ESG & COVID – 19This crisis has actually increased the visibility and perceived importance of sustainable

business practices

Source: Newspaper reports, company press releases. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of illustration only and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. This note does not represent investment advice or a

recommendation to trade in securities issued by these companies.

Global experience Indian experienceWe have witnessed several companies going out of their way to help the society at large. A few include:

• HUL & Nestle which provide essential goods have taken efforts to keep their operations going while

taking utmost precautions on employee safety. Nestle has provided its sales force with a Covid-19

insurance cover.

• They are also working to help grocery stores by providing them masks, gloves and sanitizers. HUL

has supported hospitals by providing them with its health and hygiene products and to create

isolation facilities.

• Automobile manufacturers like M&M & Maruti Suzuki have taken steps to assist in the production of

ventilators and other protective equipment.

• Hotel chains like India hotels & Mahindra Holidays are offering free stays for medical personal and

even converting facilities into makeshift quarantine centers.

Does ESG add value

for investors?

Sustainable businesses can generate

sustainable growth


Sustainable

companies

• Deliver compounding returns to

shareholders

• Have a lower cost of capital

• Command premium valuation

• Have a lower volatility and

reduced drawdown risk

Maintain structural growthRun for the long term

Taking into account impact

on all stakeholders

Does ESG add value?

*Percentage of studies showing. Data Source: Oxford report ‘From stockholder to stakeholder’ based on more than 200 academic studies (Mar 2015), Bloomberg, NSE, Axis AMC analysis.

Past performance may or may not be sustained in future. Returns provided are CAGR for the period 31st Dec 2011 to 31st Dec 2020.

Global experience

RISK REPUTATION RETURNS

90%* 88%* 80%*Cost of Capital:

Sound sustainability

standards lower the

cost of capital of

companies

Operational

Performance: Solid

ESG practices result

in improved

operational

performance

Share price

performance: Good

sustainability practices

have a positive

influence on the

performance of shares

Nifty 100 ESG Index Nifty 50 Index

Returns (2011 - 2020) 15.2% 13.1%

9%

32%

-2%

3%

32%

4%

11%

22%

7%

31%

-4%

3%

29%

3%

12%15%

CY 2013 CY 2014 CY 2015 CY 2016 CY 2017 CY 2018 CY 2019 CY 2020

NIFTY100 ESG Index Nifty 50 Index

Indian experience

Axis ESG Equity Fund(An open-ended equity scheme investing in companies demonstrating sustainable practices across

Environment, Social and Governance (ESG) theme)

ESG approach at Axis

A proprietary,

forward-looking and dynamic

view of ESG based on qualitative

assessment of each company

Process created with inputs from

Schroders –

incorporating global best

practices

All companies evaluated using

a standardized framework

that uses data as well as analyst

assessments

What are we looking for?

We look for truly

sustainable businesses

We believe investing in

these companies

Finding these companies

is challenging

• Strong stakeholder relationships

• Managed for durable long term growth

• Strong fundamentals

• Offers a rich source of alpha

• Can deliver stable returns with lower tail risk

• Has a positive social impact

• Requires much more than a tick box approach

• ESG analysis is necessary, but not sufficient

• Our existing process of looking for long term quality companies should give us an edge

ESG process

Please refer SID for detailed investment strategy.

Detailed ESG

assessment on

stock inclusion in

the universe

Annual stock-level

ESG review to capture

changes to operating

environment

Review of specific

ESG issue faced by

any company in the

universe

Active engagement

with management –

improved

disclosures, proxy

voting

Process designed based on Schroders inputs

Fund will follow a multi-stage process

Please refer SID for detailed investment strategy.

Sector level screening:

• The scheme will exclude sectors/ themes

that are deemed harmful from a societal

perspective. Eg: Exclude Tobacco,

Liquor, Gambling stocks

Stock level screening:

• No investments in stocks which throw up

ESG red flags as a part of our review

Portfolio Construction:

• Allocation based on a detailed qualitative

ESG review of each company

complementing the existing fundamentals

based investment process

Portfolio based on standardized ESG assessment


Environment

Is the industry resource heavy polluting, carbon intensity, high water usage?

Are the company's assets exposed to areas of heavy pollution or water scarcity that could pose a threat to growth/ ROIC?

Does the company have explicit resource reduction targets, or policies in place to manage resources efficiently?

Do the company's products have a significant positive or negative environmental impact?

Social

Do the company's activities create significant positive or negative externalities (benefits/harm to society)?

Is this a labour intensive or 'knowledge based' business with inherently higher personnel related risks?

Evidence of safety breaches/ fatalities/ injuries (vs industry peers)?

Is there a risk to forecast ROIC via possible future ESG related policies (eg. sugar tax, carbon pricing, plastics legislation, rising social security & healthcare costs, etc)

Governance & Management

Capital allocation: Is payout ratio adequate, has it increased or decreased in the last 3Y, evidence of unwarranted cap raise or poor investment / M&A?

Shareholder structure: could the current structure propose risk to minorities (VIE, SoE, effective poison pills, risk related party transactions)

Board Structure: Are minorities adequately protected by independent BODs, CEO & Chairman separate, tenure or jobs for the boys?

Management quality: consider accessibility, communication, accounting practices (red flags), appropriate tax paid, auditor credibility/churn?

1) Rating for each variable (E/S/G) separately 2) Consolidated to provide overall score 3) Comparable across companies and sectors

Portfolio to reflect both growth and sustainability

Please refer SID for detailed asset allocation and investment strategy.

Min 80% of the portfolio will

be in stocks that rate highly

on internal ESG review

Top

allocations

Selective

allocations based

on improving

ESG trend

Selective

allocations based

on improving

growth trend

Moderate allocations

Nil allocations

Weak Strong

ESG/ sustainability review

Weak

Str

ong

Gro

wth

/cash

-flo

w p

roje

ctions

Fund will invest up to 30% in global sustainable companies

Please refer to the Scheme Information document of the document for detailed asset allocation and investment strategy. Axis AMC has an arrangement with Schroders Investment Management Limited to seek investment advice for investment in foreign securities. Foreign security may be US$ denominated or in any other foreign currency

INVESTMENTGLOBAL ADVICE

PHILOSOPHY

EXECUTION

Invest directly in overseas

securities – focus on

developed markets with

high level of ESG maturity

Overseas investments will

be advised by Schroders

Aligned with the fund

philosophy of looking for

strong ESG businessesTransaction executed

through key intermediaries

(broking/custody) in US and

other major markets

Portfolio allocation

Data as of 26th February 2021.Please refer to the Scheme Information document of the document for detailed asset allocation and investment strategy. Axis AMC has an arrangement with Schroders

Investment Management Limited to seek investment advice for investment in foreign securities. Foreign security may be US$ denominated or in any other foreign currency

67.94%

28.33%

3.73%

Portfolio exposure

Domestic Equity

International Equity

Cash & Equivalents

69.5%

12.1%

10.7%

4.9% 0.4%

Allocation by region

India

Europe

USA & Canada

Asia

Australia

Portfolio breakup (26th February 2021)

Past performance may or may not be sustained in the future. Stock(s) / Issuer(s)/ Top stocks with increased or decreased exposure

mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation to

buy/sell/ hold. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Data As on 31st December 2020.

Current Portfolio Allocation is based on the prevailing market conditions and is subject to changes depending on the fund manager’s view of

the equity markets.

Top 10 domestic equity % of AUM

Avenue Supermarts Limited 10.15%

HDFC Bank Limited 7.58%

Kotak Mahindra Bank Limited 7.22%

Tata Consultancy Services Limited 6.91%

Housing Development Finance Corporation Limited 6.58%

Bajaj Finance Limited 6.12%

Info Edge (India) Limited 5.96%

Wipro Limited 4.76%

Nestle India Limited 3.80%

HDFC Life Insurance Company Limited 3.11%

Top 10 international equity % of AUM

Alphabet Inc A 1.54%

Microsoft Corp 1.40%

Booking Holdings Inc 1.06%

Texas Instruments Inc 1.03%

Recruit Holdings Co. Ltd 1.02%

Taiwan Semiconductor Manufacturing Co Ltd 1.00%

Assa Abloy Ab 0.97%

Tencent Holdings Ltd 0.95%

Roche Holding Ltd 0.91%

AIA Group Ltd 0.90%

Sector Allocation

22.04%

18.87%

17.35%

12.16%

7.58%

4.99%

3.62%

2.55%

2.26%1.69%

1.27%1.24%

0.65%

Software

Finance

Banks

Retailing

Consumer Non Durables

Industrial Products

Power

Commercial Services

Healthcare Services

Construction Project

Pharmaceuticals

Consumer Durables

Hotels/ Resorts and OtherRecreational Activities

Fund Facts

Please refer SID for details. * Hitesh Das as additional fund manager only for exposure to foreign investments.

Parameter

Name of the fund

Type of scheme

Category

Benchmark

Fund Manager*

Minimum Application Amount

Description

Axis ESG Equity Fund

An Open-ended equity scheme investing in companies demonstrating sustainable

practices across Environment, Social and Governance (ESG) theme

Equity – Thematic Fund

Nifty 100 ESG TRI Index

Jinesh Gopani

Rs. 5,000 and in multiples of Rs. 1/- thereafter

Why should you invest?Sustainable stocks deliver sustainable growth

• To aim for long term capital appreciation by investing in quality companies

with sustainable growth prospects

• Sustainable companies are expected to have lower risk and deliver

sustainable growth

• Axis is well positioned to incorporate ESG while investing basis our core

focus towards quality and sustainable growth

26th February 2021

Performance

• Past performance may or may not be sustained in future. Since inception returns is calculated on Rs.10 invested at inception. Different plans have different expense structure. Plan of the scheme for which performance is given is indicated above. Jinesh Gopani is managing the scheme since inception and he manages 7 schemes of Axis Mutual Fund .Returns greater than 1 year period are compounded annualised CAGR). Face Value per unit : ₹10. Please refer to the Annexure for returns of all the schemes managed by him

Large Cap

1 Year 3 Year 5 Year Since Inception

CAGR

(%)

Current Value of

investment of Rs.

10,000

CAGR

(%)

Current Value of

investment of Rs.

10,000

CAGR

(%)

Current Value of

investment of

Rs. 10,000

CAGR

(%)

Current Value of

investment of

Rs. 10,000

Axis ESG Equity Fund - Regular

Plan - Growth35.81% 13,570 NA NA NA NA 34.07% 13,570

Nifty 100 ESG TRI (Benchmark) 37.13% 13,701 NA NA NA NA 24.89% 12,603

Nifty 50 TRI (Additional Benchmark) 31.37% 13,127 NA NA NA NA 19.66% 12,055

• SEBI Prescribed Performance Annexures

• Annexure

^An open ended equity linked savings scheme with a statutory lock in of 3 years and tax benefit. Data As on 26th February 2021. Past performance may or may not be sustained in future.Calculations are based on Regular Plan - Growth Option NAV and Direct Plan – Growth Option NAV, as applicable. Since inception returns are calculated on Rs.10/- invested at inception. Differentplans have different expense structure. Plan of the scheme for which performance is given is indicated above. Jinesh Gopani is managing Axis Focused 25 Fund Since 07 June 2016, Axis LongTerm Equity Fund Since 01 April 2011, Axis Growth Opportunities Fund Since Inception, Axis Retirement Savings Fund - Dynamic Plan, Axis Retirement Savings Fund - Conservative Plan, AxisRetirement Savings Fund - Aggressive Plan Since Inception, Axis ESG Equity Fund Since Inception.

Return of scheme managed by Jinesh Gopani (TOTAL SCHEMES MANAGED: 7 SCHEMES) (As on 26th February 2021)

Fund NameDate of

inception

1 Year 3 Years 5 Years Since Inception

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis Long Term Equity Fund - Regular Plan –

Growth^29-Dec-09

23.43% 12,336 13.67% 14,684 17.37% 22,267 17.45% 60,302

S&P BSE 200 TRI (Benchmark) 33.70% 13,360 12.06% 14,067 17.63% 22,512 11.38% 33,335

Nifty 50 TRI (Additional Benchmark) 31.37% 13,127 12.88% 14,378 17.29% 22,189 10.99% 32,054

Axis Long Term Equity Fund - Direct Plan –

Growth^01-Jan-13

24.46% 12,439 14.69% 15,082 18.53% 23,388 19.95% 44,111

S&P BSE 200 TRI (Benchmark) 33.70% 13,360 12.06% 14,067 17.63% 22,512 13.63% 28,365

Nifty 50 TRI (Additional Benchmark) 31.37% 13,127 12.88% 14,378 17.29% 22,189 12.94% 26,984

Axis Focused 25 Fund - Regular Plan -

Growth

29-Jun-12

22.90% 12,283 13.46% 14,602 19.97% 24,844 16.45% 37,440

Nifty 50 TRI (Benchmark) 31.37% 13,127 12.88% 14,378 17.29% 22,189 13.76% 30,572

S&P BSE SENSEX TRI (Additional

Benchmark)30.00% 12,990 14.22% 14,894 17.89% 22,764 14.22% 31,651

Axis Focused 25 Fund - Direct Plan - Growth

01-Jan-13

24.37% 12,429 14.88% 15,154 21.44% 26,398 16.78% 35,455

Nifty 50 TRI (Benchmark) 31.37% 13,127 12.88% 14,378 17.29% 22,189 12.94% 26,984

S&P BSE SENSEX TRI (Additional

Benchmark)30.00% 12,990 14.22% 14,894 17.89% 22,764 13.44% 27,982


• Annexure

Data As on 26th February 2021. Past performance may or may not be sustained in future. Calculations are based on Regular Plan - Growth Option NAV and Direct Plan – Growth Option NAV,as applicable. Since inception returns are calculated on Rs.10/- invested at inception. Different plans have different expense structure. Plan of the scheme for which performance is given is indicatedabove. Jinesh Gopani is managing Axis Focused 25 Fund Since 07 June 2016, Axis Long Term Equity Fund Since 01 April 2011, Axis Growth Opportunities Fund Since Inception, Axis RetirementSavings Fund - Dynamic Plan, Axis Retirement Savings Fund - Conservative Plan, Axis Retirement Savings Fund - Aggressive Plan Since Inception, Axis ESG Equity Fund Since Inception.


Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis Growth Opportunities Fund - Regular

Plan - Growth22-Oct-18

33.92% 13,381 NA NA NA NA 21.45% 15,790

NIFTY Large Midcap 250 TRI (Benchmark) 36.62% 13,650 NA NA NA NA 18.86% 15,010


Axis Growth Opportunities Fund - Direct Plan

- Growth22-Oct-18

36.07% 13,595 NA NA NA NA 23.58% 16,450

NIFTY Large Midcap 250 TRI (Benchmark) 36.62% 13,650 NA NA NA NA 18.86% 15,010


Axis Retirement Savings Fund - Aggressive

Plan - Regular Plan - Growth

20-Dec-19

19.22% 11,916 NA NA NA NA 16.08% 11,940

NIFTY 50 Hybrid Composite Debt 70:30 Index

(Benchmark)25.94% 12,586 NA NA NA NA 15.88% 11,916


Axis Retirement Savings Fund - Aggressive

Plan - Direct Plan - Growth

20-Dec-19

21.24% 12,117 NA NA NA NA 18.12% 12,190





• Annexure



Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis Retirement Savings Fund - Conservative

Plan - Regular Plan - Growth

20-Dec-19

12.70% 11,266 NA NA NA NA 12.34% 11,484

NIFTY 50 Hybrid Short Duration Debt 25:75

Index (Benchmark)15.03% 11,498 NA NA NA NA 11.57% 11,391

NIFTY 10 yr Benchmark G-Sec (Additional

Benchmark)4.55% 10,454 NA NA NA NA 6.27% 10,750

Axis Retirement Savings Fund - Conservative

Plan - Direct Plan - Growth

20-Dec-19

14.68% 11,463 NA NA NA NA 14.36% 11,730

NIFTY 50 Hybrid Short Duration Debt 25:75

Index (Benchmark)15.03% 11,498 NA NA NA NA 11.57% 11,391

NIFTY 10 yr Benchmark G-Sec (Additional

Benchmark)4.55% 10,454 NA NA NA NA 6.27% 10,750

Axis Retirement Savings Fund - Dynamic Plan

- Regular Plan - Growth

20-Dec-19

20.60% 12,054 NA NA NA NA 16.82% 12,030




Axis Retirement Savings Fund - Dynamic Plan

- Direct Plan - Growth

20-Dec-19

22.85% 12,278 NA NA NA NA 18.94% 12,290





• Annexure



Fund NameDate of

inception


CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

CAGR

(%)

Current

Value of

Investment

of Rs. 10,000/-

Axis ESG Equity Fund - Regular Plan -

Growth12-Feb-20

35.81% 13,570 NA NA NA NA 34.07% 13,570



Axis ESG Equity Fund - Direct Plan - Growth

12-Feb-20

37.98% 13,786 NA NA NA NA 36.26% 13,800



Product Label, Riskometer & Disclaimer

Axis ESG Equity Fund(An open-ended equity scheme investing in companies demonstrating sustainable

practices across Environment, Social and Governance (ESG) theme)

This product is suitable for investors who are seeking*:

• Capital appreciation over long term

• Investments in companies demonstrating sustainable practices across

Environment, Social and Governance (ESG) parameters.

*Investors should consult their financial advisers if in doubt about whether the

product is suitable for them.

Disclaimer: Past performance may or may not be sustained in the future. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of

the Scheme(s) and should not be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time.Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs. 1 Lakh).

Trustee: Axis Mutual Fund Trustee Ltd.

Investment Manager: Axis Asset Management Co. Ltd. (the AMC).

Risk Factors: Axis Bank Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. This document represents the views of Axis

Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset

Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information

contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the

right to make modifications and alterations to this statement as may be required from time to time.

Scheme specific risk factors: Apart from the risks associated with domestic investments, the scheme may invest in overseas markets which carry risks related to fluctuations

in the foreign exchange rates, the nature of the securities market of the country, repatriation of capital due to exchange controls and political circumstances. Investors are

requested to consult their financial, tax and other advisors before taking any investment decision(s). The material should not be construed as issued by Government of India or

any of its authority.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

Fund Name Riskometer Product Labelling

Axis Focused 25 Fund

(An open ended equity scheme investing in

maximum 25 stocks investing in large cap, mid cap

and small cap companies.)

This product is suitable for investors who are seeking*


• Investment in a concentrated portfolio of equity &

equity related instruments of up to 25 companies

Axis Long Term Equity Fund

(An open ended equity linked saving scheme with a

statutory lock in of 3 years and tax benefit)


• Capital appreciation & generating income over long

term

• Investment in a diversified portfolio predominantly

consisting of equity and equity related instruments.

Axis Growth Opportunities Fund

(An Open-ended Equity Scheme investing in both

large cap and mid cap stocks)


capital appreciation over long term

investment in a diversified portfolio predominantly

consisting of equity and equity related instruments

both in India as well as overseas

Axis Retirement Savings Fund - Aggressive Plan

(An open-ended retirement solution oriented

scheme having a lock-in of 5 years or till retirement

age (whichever is earlier )



• Investment primarily in equity and equity related

instruments

Product Labelling

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Product Labelling

Fund Name Riskometer Product Labelling

Axis Retirement Savings Fund - Conservative Plan

(An open-ended retirement solution oriented

scheme having a lock-in of 5 years or till retirement

age (whichever is earlier )



• Investments in debt and money market

instruments as well as equity and equity related

instruments

Axis Retirement Savings Fund - Dynamic Plan (An

open-ended retirement solution oriented scheme

having a lock-in of 5 years or till retirement age

(whichever is earlier )


• Capital appreciation and income generation over

long term

• Investment in equity and equity related

instruments as well as debt and money market

instruments while managing risk through active

asset allocation.

Axis ESG Equity Fund

(An open-ended equity scheme investing in

companies demonstrating sustainable practices

across Environment, Social and Governance

(ESG) theme)



• Investments in companies demonstrating

sustainable practices across

Environment, Social and Governance (ESG)

parameters. .

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

THANKYOU

AXIS ESG EQUITY FUND

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