Fund Overview of Axis Esg Integration Strategy Fund Direct-growth
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₹1,228.8 CrAUM
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₹22.56NAV
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1.33%Expense Ratio
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EquityFund Category
Returns of Axis Esg Integration Strategy Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.76% | NA | 1.93% |
| 6 Months | 12.12% | NA | 9.88% |
| 1 Year | -3.91% | -3.91% | -1.38% |
| 2 Year | NA | 14.60% | 17.04% |
| 3 Years | 51.81% | 14.93% | 15.48% |
| 5 Years | 110.38% | 16.04% | 17.71% |
Asset Allocation
equities
95.92%debt instruments
3.70%other assets or cash equivalents
0.39%Axis Esg Integration Strategy Fund Direct-growth is one Equity mutual fund offered by Axis Mutual Fund. Launched on 12 Feb 2020, the fund aims Capital appreciation over long term. Investments Investments using an integration approach to identify companies demonstrating sustainable practices across Environment, Social and Governance (ESG) parameters. It manages assets worth ₹1,228.8 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.33%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Esg Integration Strategy Fund Direct-growth
The portfolio allocation consists of 95.92% in equities, 3.70% in debt instruments, 0.39% in other assets or cash equivalents. Managed by Krishnaa Narayan, it has delivered a return of -3.91% in the last year, a total return since inception of 16.16%.
Key Metrics of Axis Esg Integration Strategy Fund Direct-growth
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Standard Deviation12.43%
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Sharpe Ratio0.51%
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Alpha0.07%
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Beta0.88%
Fund Details
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Fund NamesAxis Esg Integration Strategy Fund Direct-growth
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Inception Date12 Feb 2020
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Lock InNo Lock-in
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SIP Minimum Investment amount₹ 100
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SWP Minimum Investment amount₹ 1000
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STP Minimum Investment amount₹ 1000
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RiskPrincipal at very high risk
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Esg Exclusionary Strategy Fund Direct Plan-growth  |
₹5,666 | 0.52% | -2.72% | -4.03% | 14.49% | 18.40% |
| SBI Esg Exclusionary Strategy Fund-growth |
₹5,666 | 0.47% | -2.86% | -4.60% | 13.79% | 17.61% |
| Axis Esg Integration Strategy Fund Direct-growth |
₹1,229 | 0.67% | -3.09% | -7.65% | 14.87% | 15.86% |
| Axis Esg Integration Strategy Fund Regular-growth |
₹1,229 | 0.62% | -3.32% | -8.50% | 13.71% | 14.44% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Esg Integration Strategy Fund Regular-growth
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₹1,229 | 0.62% | -3.32% | 4.27% | -8.50% | 13.71% |
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Axis Esg Integration Strategy Fund Regular-idcw
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₹1,229 | 0.62% | -3.32% | 4.27% | -8.50% | 13.71% |
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Axis Esg Integration Strategy Fund Direct-idcw
|
₹1,229 | 0.67% | -3.09% | 4.74% | -7.65% | 14.87% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Esg Exclusionary Strategy Fund-growth |
₹5,666 | ₹235.75 | 13.79% | 17.61% | 12.39% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹5,666 | ₹258.62 | 14.49% | 18.40% | 13.24% |
| ICICI Prudential Esg Exclusionary Strategy Fund - Growth |
₹1,507 | ₹22.16 | 19.28% | - | - |
| Axis Esg Integration Strategy Fund Regular-growth |
₹1,229 | ₹20.99 | 13.71% | 14.44% | - |
| Axis Esg Integration Strategy Fund Direct-growth |
₹1,229 | ₹22.56 | 14.87% | 15.86% | - |
| Kotak Esg Exclusionary Strategy Fund Direct - Growth |
₹864 | ₹18.38 | 16.20% | - | - |
| Kotak Esg Exclusionary Strategy Fund Regular - Growth |
₹864 | ₹17.01 | 14.42% | - | - |
| Mirae Asset Nifty 100 Esg Sector Leaders Etf - Growth |
₹121 | ₹41.96 | 13.68% | - | - |
| Mirae Asset Nifty 100 Esg Sector Leaders Fof Direct - Growth |
₹99 | ₹18.61 | 13.53% | - | - |
| Mirae Asset Nifty 100 Esg Sector Leaders Fof Regular - Growth |
₹99 | ₹18.29 | 13.09% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 7.59% | ₹93.33 Cr |
| Hdfc Bank Ltd | Financial | 6.70% | ₹82.29 Cr |
| Bharti Airtel Ltd | Technology | 5.87% | ₹72.17 Cr |
| Gland Pharma Ltd | Healthcare | 4.86% | ₹59.77 Cr |
| Bajaj Finance Ltd | Financial | 4.78% | ₹58.68 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.42% | ₹54.32 Cr |
| Interglobe Aviation Ltd | Industrials | 3.89% | ₹47.77 Cr |
| Zomato Ltd | Technology | 3.74% | ₹46.00 Cr |
| Others Cblo | Unspecified | 3.70% | ₹45.41 Cr |
| Infosys Ltd | Technology | 3.38% | ₹41.50 Cr |
| Au Small Finance Bank Ltd | Financial | 2.78% | ₹34.14 Cr |
| Hcl Technologies Ltd | Technology | 2.53% | ₹31.13 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.37% | ₹29.17 Cr |
| Varun Beverages Ltd | Consumer Staples | 2.23% | ₹27.45 Cr |
| Larsen & Toubro Ltd | Industrials | 2.22% | ₹27.27 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.13% | ₹26.16 Cr |
| Tech Mahindra Ltd | Technology | 2.09% | ₹25.71 Cr |
| Cipla Ltd | Healthcare | 2.09% | ₹25.65 Cr |
| Trent Ltd | Consumer Discretionary | 2.08% | ₹25.58 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.97% | ₹24.23 Cr |
| Wipro Ltd | Technology | 1.92% | ₹23.59 Cr |
| Tata Power Company Ltd | Energy & Utilities | 1.85% | ₹22.67 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.76% | ₹21.57 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.63% | ₹20.06 Cr |
| Abb India Ltd | Industrials | 1.54% | ₹18.97 Cr |
| State Bank Of India | Financial | 1.49% | ₹18.32 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.46% | ₹17.92 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.30% | ₹15.93 Cr |
| Torrent Pharmaceuticals Ltd | Healthcare | 1.23% | ₹15.17 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.13% | ₹13.87 Cr |
| Ultratech Cement Ltd | Materials | 1.08% | ₹13.28 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 1.05% | ₹12.87 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.04% | ₹12.75 Cr |
| The Federal Bank Ltd | Financial | 1.03% | ₹12.67 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.02% | ₹12.55 Cr |
| Info Edge (india) Ltd | Technology | 0.98% | ₹12.02 Cr |
| Sbi Life Insurance Company Ltd | Financial | 0.91% | ₹11.15 Cr |
| Ltimindtree Ltd | Technology | 0.85% | ₹10.47 Cr |
| Titan Company Ltd | Consumer Discretionary | 0.82% | ₹10.04 Cr |
| Jyoti Cnc Automation Ltd. | Industrials | 0.76% | ₹9.38 Cr |
| Symphony Ltd | Consumer Discretionary | 0.75% | ₹9.25 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 0.74% | ₹9.05 Cr |
| Go Fashion (india) Ltd | Consumer Discretionary | 0.66% | ₹8.12 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 0.65% | ₹8.01 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 0.51% | ₹6.30 Cr |
| Net Receivables | Unspecified | 0.39% | ₹4.78 Cr |
| Tata Consultancy Services Ltd | Technology | 0.03% | ₹0.32 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 0.00% | ₹0.02 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹258.62 | 14.49% | 18.40% | - |
| SBI Esg Exclusionary Strategy Fund-growth |
₹235.75 | 13.79% | 17.61% | - |
| Axis Esg Integration Strategy Fund Direct-growth |
₹22.56 | 14.87% | 15.86% | - |
| Axis Esg Integration Strategy Fund Regular-growth |
₹20.99 | 13.71% | 14.44% | - |
growth is based on 5Y returns of the funds
Axis Esg Integration Strategy Fund Direct-growth
What is the current AUM of Axis Esg Integration Strategy Fund Direct-growth?
As of Thu Jul 31, 2025, Axis Esg Integration Strategy Fund Direct-growth manages assets worth ₹1,228.8 crore
How has Axis Esg Integration Strategy Fund Direct-growth performed recently?
- 3 Months: 1.76%
- 6 Months: 12.12%
What is the long-term performance of Axis Esg Integration Strategy Fund Direct-growth?
- 3 Years CAGR: 14.93%
- 5 Years CAGR: 16.04%
- Since Inception: 16.16%
What is the portfolio composition of Axis Esg Integration Strategy Fund Direct-growth?
Equity: 95.92%, Debt: 3.70%, Others: 0.39%.
Who manages Axis Esg Integration Strategy Fund Direct-growth?
Axis Esg Integration Strategy Fund Direct-growth is managed by Krishnaa Narayan from Axis Mutual Fund.
What is the market-cap allocation of Axis Esg Integration Strategy Fund Direct-growth?
Large Cap: 19.02%, Mid Cap: 12.28%, Small Cap: 1.47%.
Which are the top companies Axis Esg Integration Strategy Fund Direct-growth has invested in?
- ICICI Bank Ltd – 7.59% of the fund's portfolio
- HDFC Bank Ltd – 6.70% of the fund's portfolio
- Bharti Airtel Ltd – 5.87% of the fund's portfolio
- Gland Pharma Ltd – 4.86% of the fund's portfolio
- Bajaj Finance Ltd – 4.78% of the fund's portfolio
Which are the major sectors Axis Esg Integration Strategy Fund Direct-growth focuses on?
- Financial – 30.14% of the fund's portfolio
- Technology – 21.39% of the fund's portfolio
- Consumer Discretionary – 13.04% of the fund's portfolio
- Healthcare – 10.68% of the fund's portfolio
- Industrials – 8.41% of the fund's portfolio
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