Axis ESG Integration Strategy Fund Growth

Axis ESG Integration Strategy Fund Growth

+10.06%
3Y annualised
+0.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹20.27
Min. for SIP
₹100
Fund size (AUM)
₹1,072.22 Cr
Expense ratio
4.70%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,240
-2.53%
1 year₹60,000₹57,856
-3.57%
3 years₹1,80,000₹1,86,125
+3.40%
5 years₹3,00,000₹3,46,848
+15.62%

Holdings (41)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity6.78%
HDFC Bank Ltd.FinancialEquity6.44%
Bajaj Finance Ltd.FinancialEquity4.07%
Infosys Ltd.TechnologyEquity4.06%
Reliance Industries Ltd.EnergyEquity3.88%
ICICI Bank Ltd.FinancialEquity3.65%
Axis Bank Ltd.FinancialEquity3.55%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity3.31%
Titan Company Ltd.Consumer DiscretionaryEquity3.27%
Maruti Suzuki India Ltd.AutomobileEquity2.85%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.64%
REC Ltd.FinancialEquity2.55%
Varun Beverages Ltd.Consumer StaplesEquity2.52%
Tata Consumer Products Ltd.Consumer StaplesEquity2.32%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.28%
NTPC Ltd.EnergyEquity2.23%
Kotak Mahindra Bank Ltd.FinancialEquity1.95%
Tata Consultancy Services Ltd.TechnologyEquity1.91%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.87%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.69%
BSE Ltd.ServicesEquity1.65%
Nuvama Wealth Management Ltd.FinancialEquity1.64%
The Indian Hotels Company Ltd.ServicesEquity1.48%
Cummins India Ltd.Capital GoodsEquity1.47%
Coforge Ltd.TechnologyEquity1.47%
Mahindra & Mahindra Ltd.AutomobileEquity1.44%
Craftsman Automation Ltd.AutomobileEquity1.37%
Star Health and Allied Insurance Company Ltd.InsuranceEquity1.25%
Ultratech Cement Ltd.ConstructionEquity1.17%
TBO Tek Ltd.ServicesEquity1.17%
Eicher Motors Ltd.AutomobileEquity1.08%
Indraprastha Gas Ltd.EnergyEquity1.05%
SBI Life Insurance Company Ltd.InsuranceEquity1.03%
Astral Ltd.ChemicalsEquity0.86%
Supreme Industries Ltd.ChemicalsEquity0.84%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.84%
Tata Motors Ltd.AutomobileEquity0.83%
Onesource Specialty Pharma Ltd.HealthcareEquity0.58%
Ipca Laboratories Ltd.HealthcareEquity0.54%
Symphony Ltd.Consumer DiscretionaryEquity0.41%
JK Cement Ltd.ConstructionEquity0.26%
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-4.6%+10.1%+8.2%+12.0%
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 ₹3,66,572 Cr and the Latest NAV as of 15 May 2026 is ₹20.27. 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₹3,66,572.37 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,