July 31, 2026
mayank
Axis ESG Integration Strategy Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 22.69 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 14.84 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 ESG TRI |
| AUM Rs. | 1,077 Cr |
| (As on 30-Jun-2026) | |
| Expense | 1.16% |
| 1 Year Return (%) | -0.79 |
| 3 Year Return (%) | 9.71 |
| 5 Year Return (%) | 8.22 |
| 10 Year Return (%) | — |
| Return Since Launch | 13.51% |
Suitable For Which Investors?
ESG funds are suitable for investors:
1. Seeking exposure in shares of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. 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 | 13.51% |
| Benchmark | NIFTY 100 ESG TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,077 Cr |
| (As on 30-Jun-2026) | |
| Expense | 1.16% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 72.00% |
Axis ESG Integration Strategy Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis ESG Integration Strategy Dir | -3.98 | 0.13 | 0.80 | 3.47 | -1.22 | -0.79 | 9.71 | 8.22 | — | — |
| BSE 100 TRI | -4.43 | 0.30 | 2.27 | 2.77 | -1.54 | 0.69 | 10.29 | 11.42 | — | — |
| Equity: Thematic-ESG | -1.15 | 0.12 | 2.75 | 5.55 | 2.20 | 1.92 | 11.77 | 10.81 | — | — |
| Rank within category | 8 | 7 | 10 | 9 | 8 | 8 | 8 | 9 | — | — |
| Number of funds in category | 10 | 11 | 11 | 11 | 10 | 10 | 9 | 9 | 2 | 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 | -0.79 | 9.71 | 8.22 | 1.16 | 1,077 | 13.51 | 1.00 (365) | 6Y 5M | 72.00 |
| SBI ESG Exclusionary Strategy Dir | Unrated | 2.30 | 10.67 | 10.67 | 1.11 | 5,347 | 13.34 | 1.00 (365) | 13Y 6M | 26.00 |
| ICICI Pru ESG Exclusionary Strategy Dir | Unrated | -2.31 | 13.93 | 11.42 | 0.92 | 1,342 | 15.65 | 1.00 (30) | 5Y 9M | 45.00 |
| Kotak ESG Exclusionary Strategy Dir | Unrated | 0.65 | 11.10 | 9.38 | 0.86 | 746 | 11.57 | 0.50 (90) | 5Y 7M | 20.10 |
| Baroda BNP Paribas ESG Best-in-class strategy Dir | Unrated | — | — | — | 0.60 | 624 | 6.23 | 1.00 (365) | 4M | 2.00 |
Axis ESG Integration Strategy Fund Portfolio Analysis
| No. of Stocks | 42 |
| Top 10 Stocks | 42.43% |
| Top 5 Stocks | 24.80% |
| Top 3 Sectors | 64.35% |
| Portfolio P/B Ratio | 3.51 |
| Portfolio P/E Ratio | 23.84 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,11,785 | 2,37,029 |
| Large (%) | 71.50 | 72.59 |
| Mid (%) | 10.61 | 13.26 |
| Small (%) | 17.89 | 16.99 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
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