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responsibly^.
Presenting
^Make money does not signify any assurance of return / capital appreciation on investment.
Aim for long term capital Sustainable companies Axis is well positioned to
appreciation by investing are expected to have incorporate ESG while
in quality companies lower risk and deliver investing basis our core
with sustainable growth sustainable growth focus towards quality and
prospects sustainable growth
Weak ESG = Business Risks Strong ESG = Sustained Growth
Sustainable companies
Run for the long term
Firm generating high levels of pollution may suffer from a future tax
• Deliver compounding returns
Social Risks
• Have a lower cost of capital
Firm that poorly treats its employees or suppliers may be boycotted
by consumers • Command premium valuation
Governance Risks Take into account impact • Have lower volatility and
Firm with poor governance may be heavily fined by the regulator on all stakeholders reduced drawdown risk
Source: Axis AMC analysis, Institute and Faculty of Actuaries
Portfolio Construction:
• Allocation based on a detailed
qualitative ESG review of each company,
complementing the existing
fundamentals based investment process
Growth/cash-flow projections
ESG/sustainability review
Please refer SID for detailed asset allocation and investment strategy. The table indicates the investment philosophy proposed to be followed by the Fund Manager.
Riskometer
Axis ESG Equity Fund
(An open-ended equity scheme investing in companies demonstrating sustainable practices ely
Moderate M
od
at e
across Environment, Social and Governance (ESG) theme) er Hi rate
od o w gh ly
M L
This product is suitable for investors who are seeking*:
• Capital appreciation over long term
High
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).
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.