April 24, 2026
RA Jainee
Axis ESG Integration Strategy Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 22.16 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 14.49 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 ESG TRI |
| AUM Rs. | 1,006 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.40% |
| 1 Year Return (%) | -0.67 |
| 3 Year Return (%) | 12.84 |
| 5 Year Return (%) | 9.69 |
| 10 Year Return (%) | — |
| Return Since Launch | 13.70% |
⚖️ Sahifund Review – Axis ESG Integration Strategy Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
ESG funds are suitable for investors:
1. Seeking exposure in shares of companies demonstrating sustainable practices across
2. Environmental, Social and Governance (ESG) parameters for high returns
3. Aiming for long term wealth creation
4. With a 5+ year investment horizon
5. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
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 using an ESG-Integration approach.
Fund Manager:
1) Vishal Agarwal
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.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Axis ESG Integration Strategy Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 12-Feb-20 |
| Return Since Launch | 13.70% |
| Benchmark | NIFTY 100 ESG TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,006 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.40% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 51.00% |
Axis ESG Integration Strategy Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis ESG Integration Strategy Dir | -6.22 | -0.72 | 8.20 | -2.46 | -6.22 | -0.67 | 12.84 | 9.69 | — | — |
| BSE 100 TRI | -5.47 | -0.59 | 6.38 | -2.54 | -4.35 | 3.18 | 14.40 | 13.52 | — | — |
| Equity: Thematic-ESG | -5.65 | -0.95 | 9.51 | -1.24 | -5.79 | 0.47 | 14.99 | 12.86 | — | — |
| Rank within category | 5 | 2 | 9 | 7 | 6 | 6 | 8 | 9 | — | — |
| Number of funds in category | 10 | 11 | 11 | 10 | 10 | 10 | 9 | 9 | 1 | 1 |
Peer Comparison of Axis ESG Integration Strategy Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis ESG Integration Strategy Dir | Unrated | -0.67 | 12.84 | 9.69 | 1.40 | 1,006 | 13.70 | 1.00 (365) | 6Y 2M | 51.00 |
| SBI ESG Exclusionary Strategy Dir | Unrated | 3.04 | 14.55 | 12.87 | 1.37 | 4,810 | 13.41 | 1.00 (365) | 13Y 3M | 22.00 |
| ICICI Pru ESG Exclusionary Strategy Dir | Unrated | -1.35 | 18.28 | 14.17 | 1.06 | 1,246 | 15.95 | 1.00 (365) | 5Y 6M | 30.00 |
| Kotak ESG Exclusionary Strategy Dir | Unrated | 2.46 | 14.76 | 11.59 | 0.93 | 709 | 11.76 | 0.50 (90) | 5Y 4M | 22.63 |
| Baroda BNP Paribas ESG Best-in-class strategy Dir | Unrated | — | — | — | 0.61 | 635 | 3.48 | 1.00 (365) | 1M | 18.00 |
Axis ESG Integration Strategy Fund Portfolio
| No. of Stocks | 37 |
| Top 10 Stocks | 46.44% |
| Top 5 Stocks | 28.69% |
| Top 3 Sectors | 59.64% |
| Portfolio P/B Ratio | 3.05 |
| Portfolio P/E Ratio | 21.12 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,08,560 | 2,23,098 |
| Giant (%) | — | — |
| Large (%) | 72.01 | 74.29 |
| Mid (%) | 7.18 | 13.76 |
| Small (%) | 20.81 | 14.34 |
| Tiny (%) | — | — |
Apply Online: https://www.axismf.com/Online/Login OR https://www.axismf.com/mutual-funds
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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