Axis ESG Integration Strategy Fund Direct Growth

Axis ESG Integration Strategy Fund Direct Growth

Equity
Thematic
Very High Risk
+14.00%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹23.06
Min. for SIP
₹100
Fund size
₹1,152.16 Cr
Expense ratio
1.36%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹56,378
-6.04%
3 years₹1,80,000₹2,09,227
+16.24%
5 years₹3,00,000₹4,00,544
+33.51%

Holdings (47)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity7.41%
HDFC Bank Ltd.FinancialEquity6.58%
Bharti Airtel Ltd.CommunicationEquity6.10%
Gland Pharma Ltd.HealthcareEquity4.64%
Infosys Ltd.TechnologyEquity3.82%
Bajaj Finance Ltd.FinancialEquity3.76%
State Bank of IndiaFinancialEquity3.55%
Reliance Industries Ltd.EnergyEquity3.52%
HCL Technologies Ltd.TechnologyEquity3.12%
TVS Motor Company Ltd.AutomobileEquity2.98%
Maruti Suzuki India Ltd.AutomobileEquity2.91%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.86%
Tech Mahindra Ltd.TechnologyEquity2.66%
Larsen & Toubro Ltd.ConstructionEquity2.56%
Tata Motors Ltd.AutomobileEquity2.39%
Varun Beverages Ltd.Consumer StaplesEquity2.15%
Tata Consumer Products Ltd.Consumer StaplesEquity2.14%
Wipro Ltd.TechnologyEquity1.95%
Kotak Mahindra Bank Ltd.FinancialEquity1.93%
Coforge Ltd.TechnologyEquity1.89%
Shriram Finance LtdFinancialEquity1.77%
Eternal Ltd.ServicesEquity1.77%
Nuvama Wealth Management Ltd.FinancialEquity1.75%
Trent Ltd.ServicesEquity1.67%
The Federal Bank Ltd.FinancialEquity1.56%
Cipla Ltd.HealthcareEquity1.55%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.45%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.39%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.24%
Craftsman Automation Ltd.AutomobileEquity1.21%
Ultratech Cement Ltd.ConstructionEquity1.19%
LTIMindtree Ltd.TechnologyEquity1.06%
SBI Life Insurance Company Ltd.InsuranceEquity1.05%
Titan Company Ltd.Consumer DiscretionaryEquity1.04%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.03%
Info Edge (India) Ltd.ServicesEquity0.94%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.92%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.81%
Samvardhana Motherson International Ltd.AutomobileEquity0.81%
Symphony Ltd.Consumer DiscretionaryEquity0.67%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.50%
AU Small Finance Bank Ltd.FinancialEquity0.47%
Go Fashion (India) Ltd.ServicesEquity0.33%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.05%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.03%
Tata Consultancy Services Ltd.TechnologyEquity0.03%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.02%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+7.3%+14.0%+10.1%+14.9%
Category average (Equity Thematic)+4.1%+14.2%+13.9%--
Rank (Equity Thematic)868--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

VA
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.

About Axis ESG Integration Strategy Fund Direct Growth

Axis ESG Integration Strategy Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Krishnaa Narayan is the Current Fund Manager of Axis ESG Integration Strategy Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,58,698 Cr and the Latest NAV as of 20 Feb 2026 is ₹23.06. The Axis ESG Integration Strategy Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. ;

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Fund benchmarkNIFTY 100 ESG Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,58,698.01 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,