Axis ESG Integration Strategy Fund Growth

Axis ESG Integration Strategy Fund Growth

+8.80%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jul '26
₹21.01
Min. for SIP
₹100
Fund size (AUM)
₹1,077.20 Cr
Expense ratio
2.57%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,751
+2.50%
1 year₹60,000₹60,199
+0.33%
3 years₹1,80,000₹1,89,687
+5.38%
5 years₹3,00,000₹3,55,114
+18.37%

Holdings (44)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity6.48%
Others CBLOUnspecifiedCBLO5.96%
HDFC Bank LtdFinancialEquity5.15%
Titan Company LtdConsumer DiscretionaryEquity4.50%
Bajaj Finance LtdFinancialEquity4.35%
JB Chemicals & Pharmaceuticals LtdHealthcareEquity4.33%
ICICI Bank LtdFinancialEquity3.96%
Axis Bank LtdFinancialEquity3.75%
Reliance Industries LtdEnergy & UtilitiesEquity3.49%
Infosys LtdTechnologyEquity3.42%
Maruti Suzuki India LtdConsumer DiscretionaryEquity3.01%
Apollo Hospitals Enterprise LtdHealthcareEquity2.98%
CG Power & Industrial Solutions LtdIndustrialsEquity2.65%
REC LtdFinancialEquity2.60%
Sun Pharmaceutical Industries LtdHealthcareEquity2.59%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity2.55%
Varun Beverages LtdConsumer StaplesEquity2.47%
TD Power Systems LtdIndustrialsEquity2.30%
Tata Consumer Products LtdConsumer StaplesEquity2.17%
NTPC LtdEnergy & UtilitiesEquity1.99%
Kotak Mahindra Bank LtdFinancialEquity1.98%
Ambuja Cements LtdMaterialsEquity1.82%
Coforge LtdTechnologyEquity1.79%
BSE LtdFinancialEquity1.74%
The Indian Hotels Company LtdConsumer DiscretionaryEquity1.66%
Max Healthcare Institute LtdHealthcareEquity1.62%
Chalet Hotels LtdConsumer DiscretionaryEquity1.59%
Cummins India LtdIndustrialsEquity1.58%
Tata Consultancy Services LtdTechnologyEquity1.56%
Krishna Institute Of Medical Sciences LtdHealthcareEquity1.54%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.42%
Star Health & Allied Insurance Co. LtdFinancialEquity1.40%
TBO Tek Ltd.Consumer DiscretionaryEquity1.33%
Eicher Motors LtdConsumer DiscretionaryEquity1.07%
Ipca Laboratories LtdHealthcareEquity1.07%
Indraprastha Gas LtdEnergy & UtilitiesEquity1.04%
SBI Life Insurance Company LtdFinancialEquity0.99%
Bharat Heavy Electricals LtdIndustrialsEquity0.98%
Tata Motors LtdIndustrialsEquity0.86%
Supreme Industries LtdMaterialsEquity0.73%
Craftsman Automation LtdConsumer DiscretionaryEquity0.49%
Astral LtdIndustrialsEquity0.47%
Net ReceivablesUnspecifiedNet Receivables0.37%
Symphony LtdConsumer DiscretionaryEquity0.20%
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-2.1%+8.8%+7.0%+12.2%
Category average (Equity Thematic)+4.1%+14.2%+13.9%--
Rank (Equity Thematic)4810--

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 ₹3,56,814 Cr and the Latest NAV as of 16 Jul 2026 is ₹21.01. 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₹3,56,814.22 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,