Axis ESG Integration Strategy Fund Direct Growth

Axis ESG Integration Strategy Fund Direct Growth

+9.09%
3Y annualised
+0.18% 1D
NAV: 09 Nov '26
₹22.58
Min. for SIP
₹100
Fund size (AUM)
₹962.65 Cr
Expense ratio
1.80%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,471
+1.57%
1 year₹60,000₹60,567
+0.95%
3 years₹1,80,000₹1,85,114
+2.84%
5 years₹3,00,000₹3,55,461
+18.49%

Holdings (42)

NameSectorInstrumentsAssets
Others CBLOUnspecifiedCBLO13.57%
Reliance Industries LtdEnergy & UtilitiesEquity8.36%
ICICI Bank LtdFinancialEquity6.78%
Clean Max Enviro Energy Solutions Ltd.Energy & UtilitiesEquity6.70%
Bajaj Finance LtdFinancialEquity5.72%
Titan Company LtdConsumer DiscretionaryEquity5.07%
Axis Bank LtdFinancialEquity3.79%
Shriram Transport Finance Company LtdFinancialEquity3.71%
PVR LtdConsumer DiscretionaryEquity3.48%
Pidilite Industries LtdMaterialsEquity3.04%
Coforge LtdTechnologyEquity2.80%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity2.80%
Sun Pharmaceutical Industries LtdHealthcareEquity2.77%
Biocon LtdHealthcareEquity2.29%
Bharat Heavy Electricals LtdIndustrialsEquity2.24%
Varun Beverages LtdConsumer StaplesEquity2.14%
Arvind LtdConsumer DiscretionaryEquity2.02%
Chalet Hotels LtdConsumer DiscretionaryEquity1.76%
Metropolis Healthcare LtdHealthcareEquity1.74%
Anthem Biosciences Ltd.HealthcareEquity1.67%
TBO Tek Ltd.Consumer DiscretionaryEquity1.59%
CG Power & Industrial Solutions LtdIndustrialsEquity1.59%
TD Power Systems LtdIndustrialsEquity1.49%
Star Health & Allied Insurance Co. LtdFinancialEquity1.41%
Cummins India LtdIndustrialsEquity1.39%
Ipca Laboratories LtdHealthcareEquity1.35%
Eicher Motors LtdConsumer DiscretionaryEquity1.22%
SBI Life Insurance Company LtdFinancialEquity1.04%
National Stock Exchange Of India Ltd EquityFinancialEquity1.01%
IIFL Finance LtdFinancialEquity0.94%
Tata Motors LtdIndustrialsEquity0.90%
Supreme Industries LtdMaterialsEquity0.82%
Alkem Laboratories LtdHealthcareEquity0.73%
Craftsman Automation LtdConsumer DiscretionaryEquity0.59%
Astral LtdIndustrialsEquity0.53%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity0.52%
Gland Pharma LtdHealthcareEquity0.39%
Apar Industries LtdDiversifiedEquity0.12%
Symphony LtdConsumer DiscretionaryEquity0.10%
Tata Consumer Products LtdConsumer StaplesEquity0.06%
P N Gadgil Jewellers Ltd.Consumer DiscretionaryEquity0.01%
Net PayablesUnspecifiedNet Payables-0.23%

Minimum investments

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

Returns and rankings

Name1Y3Y5YAll
Fund returns-2.5%+9.1%+5.2%+12.8%
Category average (Equity Thematic)+1.6%+11.7%+8.5%+14.1%
Rank (Equity Thematic)989--

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%.

Fund management

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 ₹3,65,899 Cr and the Latest NAV as of 09 Nov 2026 is ₹22.58. 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₹3,65,899.22 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
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,