For sustainable and Long Term Profit : Axis ESG Equity Fund Should Consider..

Axis Mutual Fund launches ‘Axis ESG Equity Fund’

Highlights: -

·       An open ended equity scheme that aims to generate long term capital appreciation by investing in companies demonstrating sustainable practices across Environment, Social, and Governance (ESG) theme
·       Sustainable companies combine traditional quality/growth parameters with strong ESG (environmental, social and governance) characteristics
·       Investing in such a portfolio provides investors with a chance to “make money responsibly*”
·       Fund Manager: Jinesh Gopani
·       NFO date:January 22, 2020 to February 05, 2020

Environmental, socialand regulatory response to them are happening faster than ever and poses sizeable challenges for businesses. However, many businesses remain focused on hard financial cost/benefit analysis while ignoring intangible costs like their carbon footprint or waste emissions. This is becoming untenable and all stakeholders – customers, government and regulators, and the society at large – are pushing for more sustainability in business decision making.

How can investors factor in and benefit from these trends?

For investment managers navigating this backdrop to deliver value is a challenge. The answer is sustainable investing – focus on identifying sustainably managed businesses while understanding the risks and opportunities of environmental and social change.

We expect the companies that adapt or align themselves to these changes to benefit disproportionately going forward, while those which fail to act on these issues are likely to fall behind and open themselves up to regulatory sanctions or getting shunned by the society and consumers.

The ESG framework provides investment managers with a tool to capture these issues in a comprehensive manner. ESG stands for Environmental, Social and Governance factors and the framework is used by investment managers to identify how each company in their coverage is exposed to or are reacting to these factors.
Interest in ESG analysis has been growing rapidly around the world. This surge in interest has been accompanied by the awareness that looking at sustainability does not have to come at the cost of investment performance.  ESG analysis allows investors to assess longer term and harder to measure issues that can have a major impact on stock performance and thus can become an important source of bringing down portfolio risk. 

Axis ESG Equity Fund

Axis AMC has been at the forefront of product innovation and creating a robust investment process that has the potential to deliver long term performance for its investors.Axis ESG Equity Fund takes us forward on both these parameters with an innovative new product that aims to invest in companies that we believe can generate sustainable business performance over the long term.The Axis ESG equity fund will thus offer investors with a solution that allows them to make money responsibly*.

The ESG approach followed by Axis AMC will have the following key characteristics
-         A forward-looking and dynamic view of ESG for each company
-         An ESG process that captures global best practices (with inputs from Schroders)
-         A standardised framework that uses data along with analyst assessments
-         ESG to be adopted into the overall AMC investment process

Mr. Chandresh Kumar Nigam, MD & CEO, Axis AMC said, “We at Axis AMC believe that ESG is a logical extension to our philosophy given our core focus towards quality and sustainable growth. By combining ESG analysis with traditional financial metrics we can come up with a more holistic understanding of each company in our portfolio. We have faith that the Axis ESG Equity Fund by investing in a portfolio of such companies will have strong potential to offer its investors a rich source of alpha.”

The new fund offers (NFO) opens for subscription on January 22, 2020 to February 05, 2020. Mr. Jinesh Gopani, Head Equity, and Mr. Hitesh Das, Fund Manager - Foreign Securities, at Axis Asset Management Company will be managing this fund.

*Make money does not signify any assurance of return / capital appreciation on investment.

Product Labelling

For detailed asset allocation & investment strategy, kindly refer to scheme information document.

About Axis AMC: Axis AMC is one of India`s fastest growing assets managers offering a comprehensive bouquet of asset management products across mutual funds, portfolio management services and alternative investments.

Mr. Ujjawal Punmiya
AVP – Public Relations & Corporate Communications
M: +91 9619130947

Disclaimer: This press release 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. 

Investors are requested to consult their financial, tax and other advisors before taking any investment decision(s). 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.  

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. 

The information set out above is included for general information purposes only and does not constitute legal or tax advice. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the Scheme. Income Tax benefits to the mutual fund & to the unit holder is in accordance with the prevailing tax laws as certified by the mutual funds consultant. 

Any action taken by you on the basis of the information contained herein is your responsibility alone. Axis Mutual Fund will not be liable in any manner for the consequences of such action taken by you. The information contained herein is not intended as an offer or solicitation for the purchase and sales of any schemes of Axis Mutual Fund.

Past performance may or may not be sustained in the future.

Stock(s) / Issuer(s)/ Top stocks mentioned above are for illustration purpose and should not be construed as recommendation.

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


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