Axis ESG Integration Strategy Fund Growth

Axis ESG Integration Strategy Fund Growth

+9.55%
3Y annualised
-0.28% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Aug '26
₹21.14
Min. for SIP
₹100
Fund size (AUM)
₹1,082.89 Cr
Expense ratio
2.66%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,785
+2.62%
1 year₹60,000₹60,440
+0.73%
3 years₹1,80,000₹1,89,183
+5.10%
5 years₹3,00,000₹3,54,539
+18.18%

Holdings (44)

NameSectorInstrumentsAssets
Others CBLOUnspecifiedCBLO10.49%
ICICI Bank LtdFinancialEquity6.19%
Bajaj Finance LtdFinancialEquity6.17%
Titan Company LtdConsumer DiscretionaryEquity4.95%
HDFC Bank LtdFinancialEquity4.80%
Reliance Industries LtdEnergy & UtilitiesEquity3.51%
Axis Bank LtdFinancialEquity3.41%
Shriram Transport Finance Company LtdFinancialEquity3.22%
Apollo Hospitals Enterprise LtdHealthcareEquity3.06%
Maruti Suzuki India LtdConsumer DiscretionaryEquity3.02%
Sun Pharmaceutical Industries LtdHealthcareEquity2.76%
BSE LtdFinancialEquity2.71%
REC LtdFinancialEquity2.66%
Torrent Pharmaceuticals LtdHealthcareEquity2.49%
Biocon LtdHealthcareEquity2.46%
Metropolis Healthcare LtdHealthcareEquity2.40%
CG Power & Industrial Solutions LtdIndustrialsEquity2.39%
State Bank of IndiaFinancialEquity2.18%
Tata Consumer Products LtdConsumer StaplesEquity2.17%
Varun Beverages LtdConsumer StaplesEquity2.15%
Coforge LtdTechnologyEquity2.09%
Bharat Heavy Electricals LtdIndustrialsEquity2.09%
NTPC LtdEnergy & UtilitiesEquity1.92%
The Indian Hotels Company LtdConsumer DiscretionaryEquity1.71%
Chalet Hotels LtdConsumer DiscretionaryEquity1.58%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.57%
Cummins India LtdIndustrialsEquity1.53%
Krishna Institute Of Medical Sciences LtdHealthcareEquity1.51%
Star Health & Allied Insurance Co. LtdFinancialEquity1.42%
TBO Tek Ltd.Consumer DiscretionaryEquity1.41%
Eicher Motors LtdConsumer DiscretionaryEquity1.18%
Ipca Laboratories LtdHealthcareEquity1.09%
SBI Life Insurance Company LtdFinancialEquity1.05%
Tata Motors LtdIndustrialsEquity0.88%
Cholamandalam Investment & Finance Company LtdFinancialEquity0.85%
Supreme Industries LtdMaterialsEquity0.80%
Alkem Laboratories LtdHealthcareEquity0.73%
TD Power Systems LtdIndustrialsEquity0.72%
Fortis Healthcare LtdHealthcareEquity0.70%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity0.63%
Astral LtdIndustrialsEquity0.51%
Craftsman Automation LtdConsumer DiscretionaryEquity0.50%
Net ReceivablesUnspecifiedNet Receivables0.17%
Symphony LtdConsumer DiscretionaryEquity0.15%
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-0.2%+9.6%+5.7%+12.1%
Category average (Equity Thematic)+4.1%+14.2%+13.9%--
Rank (Equity Thematic)6810--

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

About Axis ESG Integration Strategy Fund Growth

Axis ESG Integration Strategy Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,77,427 Cr and the Latest NAV as of 26 Aug 2026 is ₹21.14. The Axis ESG Integration Strategy Fund 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₹3,77,427.21 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,