Axis ESG Integration Strategy Fund Direct Growth

Equity
Thematic
Very High Risk
8.27%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
All
NAV: 19 Nov 2024₹22.32
Min. SIP amount₹100
RatingNA
Fund size₹1,445.59Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA24.3%8.3%18.3%
Category averageNA25.0%10.8%NA
Rank with in categoryNA59NA
Understand terms

Holdings (80)

NameSectorInstrumentAssets
TechnologyEquity6.13%
FinancialEquity5.81%
CommunicationEquity4.56%
FinancialEquity4.53%
EnergyEquity4.09%
ServicesEquity3.85%
AutomobileEquity3.18%
TechnologyEquity2.84%
Capital GoodsEquity2.48%
ServicesEquity2.46%
TechnologyEquity2.12%
ServicesEquity2.09%
ConstructionEquity2.04%
TechnologyEquity1.97%
FinancialEquity1.93%
EnergyEquity1.92%
HealthcareEquity1.92%
EnergyEquity1.88%
AutomobileEquity1.88%
FinancialEquity1.63%
Consumer StaplesEquity1.56%
TechnologyEquity1.48%
FinancialEquity1.41%
AutomobileEquity1.28%
Consumer StaplesEquity1.25%
TechnologyEquity1.21%
InsuranceEquity1.17%
Consumer StaplesEquity1.11%
Consumer StaplesEquity1.04%
Consumer DiscretionaryEquity0.97%
InsuranceEquity0.97%
AutomobileEquity0.96%
ServicesEquity0.96%
ConstructionEquity0.90%
Consumer StaplesEquity0.88%
TechnologyEquity0.88%
ServicesEquity0.85%
InsuranceEquity0.82%
FinancialEquity0.77%
HealthcareEquity0.76%
AutomobileEquity0.75%
Consumer DiscretionaryEquity0.74%
AutomobileEquity0.73%
ServicesEquity0.64%
AutomobileEquity0.62%
Raia Drogasil
HealthcareForgn. Eq0.53%
Microsoft Corportion (US)
TechnologyForgn. Eq0.51%
Consumer StaplesEquity0.48%
Alphabet Inc Class A
ServicesForgn. Eq0.42%
HealthcareEquity0.42%
FinancialEquity0.39%
ASML Holding N.V. New York Registry Shares - ADR
Capital GoodsADS/ADR0.37%
HealthcareEquity0.37%
HealthcareEquity0.37%
Consumer StaplesEquity0.37%
HealthcareEquity0.34%
Unilever PLC
Consumer StaplesForgn. Eq0.31%
Thermo Fisher Scientific Inc.
HealthcareForgn. Eq0.25%
Bunzl PLC
ServicesForgn. Eq0.24%
RELX PLC
ServicesForgn. Eq0.24%
Elevance Health Inc
HealthcareForgn. Eq0.23%
Adobe Inc
TechnologyForgn. Eq0.22%
Mastercard Inc
ServicesForgn. Eq0.21%
United Health Group Inc.
HealthcareForgn. Eq0.21%
AstraZeneca PLC
ServicesForgn. Eq0.21%
Visa Inc
FinancialForgn. Eq0.20%
Norsk Hydro As
Metals & MiningForgn. Eq0.20%
Booking Holdings Inc
ServicesForgn. Eq0.20%
Lowe S Companies Inc (USA)
Consumer DiscretionaryForgn. Eq0.19%
Greggs PLC
ServicesForgn. Eq0.19%
Intuit Inc. (USA)
TechnologyForgn. Eq0.18%
Texas Instruments Inc. (US)
Capital GoodsForgn. Eq0.17%
Emerson Electric Co.
Capital GoodsForgn. Eq0.17%
Salesforce Com.
TechnologyForgn. Eq0.17%
Glaxosmithkline PLC
HealthcareForgn. Eq0.17%
Arm Holdings PLC ADR
Capital GoodsADS/ADR0.13%
Kingfisher PLC
Consumer DiscretionaryForgn. Eq0.09%
Spirax-Sarco Engineering PLC
Capital GoodsForgn. Eq0.08%
Lululemon Athletica Inc.
Consumer StaplesForgn. Eq0.06%
HealthcareEquity0.01%
See All

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 1.27%

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 1.27%

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Vishal Agarwal
Sep 2024 - Present
View details

Education
Mr. Agarwal has done MMS
Experience
Prior to joining Axis Mutual Fund, he has worked with Blackrock Hongkong Inc and Standard Charted Bank Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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