Axis ESG Integration Strategy Fund Direct Growth

Equity
Thematic
Very High Risk
16.29%
3Y annualised
-0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jul 2025₹22.89
Min. SIP amount₹100
RatingNA
Fund size₹1,272.51Cr

Return calculator

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

Holdings (45)

NameSectorInstrumentAssets
FinancialEquity7.16%
FinancialEquity6.41%
CommunicationEquity5.95%
FinancialEquity4.90%
ServicesEquity3.80%
TechnologyEquity3.46%
EnergyEquity3.43%
ServicesEquity3.10%
FinancialEquity2.96%
TechnologyEquity2.88%
HealthcareEquity2.73%
TechnologyEquity2.60%
FinancialEquity2.59%
ServicesEquity2.49%
TechnologyEquity2.33%
ConstructionEquity2.16%
AutomobileEquity2.14%
TechnologyEquity1.99%
HealthcareEquity1.95%
AutomobileEquity1.87%
FinancialEquity1.85%
EnergyEquity1.82%
Capital GoodsEquity1.65%
AutomobileEquity1.63%
FinancialEquity1.48%
EnergyEquity1.47%
HealthcareEquity1.38%
Consumer DiscretionaryEquity1.06%
FinancialEquity1.05%
ConstructionEquity1.03%
Consumer StaplesEquity1.01%
ServicesEquity1.01%
Consumer StaplesEquity1.00%
Consumer StaplesEquity0.99%
HealthcareEquity0.97%
InsuranceEquity0.88%
Consumer DiscretionaryEquity0.87%
TechnologyEquity0.86%
AutomobileEquity0.83%
Capital GoodsEquity0.77%
InsuranceEquity0.76%
Consumer DiscretionaryEquity0.70%
ServicesEquity0.69%
AutomobileEquity0.67%
Consumer StaplesEquity0.46%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.1%16.3%16.7%16.5%
Category average0.9%16.9%17.8%NA
Rank with in category683NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.33%

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

Fund management

Hitesh Das
Jan 2023 - Present
View details

Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
Also manages these schemes

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,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 1.33%
1Y annualised returns higher than category average by 0.16%

Cons

3Y and 5Y annualised returns lower than category average

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