Axis ESG Integration Strategy Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Axis ESG Integration Strategy Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

1,077 Cr

Lock In Period

N/A

Expense Ratio

2.65

Exit Load

If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.

Benchmark

Nifty 100 ESG Total Return Index

Axis ESG Integration Strategy Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.680.278.60
6M-0.702.5225.95
1Y-0.474.7453.83
3Y8.9411.84196.29

Portfolio Analysis

  • Equity: 93.67%
  • Debt: 6.32%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited5.15%
2. ICICI Bank Limited3.96%
3. Axis Bank Limited3.75%
4. Kotak Mahindra Bank Limited1.98%

1. Infosys Limited3.42%
2. Coforge Limited1.79%
3. Tata Consultancy Services Limited1.56%
4. TBO Tek Limited1.33%

1. JB Chemicals & Pharmaceuticals Limited4.33%
2. Sun Pharmaceutical Industries Limited2.59%
3. IPCA Laboratories Limited1.07%

1. State Bank of India6.48%

1. Apollo Hospitals Enterprise Limited2.98%
2. Max Healthcare Institute Limited1.62%
3. Krishna Institute Of Medical Sciences Limited1.54%

1. Titan Company Limited4.50%

1. Maruti Suzuki India Limited3.01%
2. Mahindra & Mahindra Limited1.42%

1. Bajaj Finance Limited4.35%

1. Reliance Industries Limited3.49%

1. TD Power Systems Limited2.30%
2. Bharat Heavy Electricals Limited0.98%

1. The Indian Hotels Company Limited1.66%
2. Chalet Hotels Limited1.59%

1. CG Power and Industrial Solutions Limited2.65%

1. REC Limited2.60%

1. Crompton Greaves Consumer Electricals Limited2.55%

1. Varun Beverages Limited2.47%

1. Tata Consumer Products Limited2.17%

1. NTPC Limited1.99%

1. Ambuja Cements Limited1.82%

1. BSE Limited1.74%

1. Cummins India Limited1.58%

1. Star Health And Allied Insurance Company Limited1.40%

1. Eicher Motors Limited1.07%

1. Indraprastha Gas Limited1.04%

About Fund Axis ESG Integration Strategy Fund Growth

Axis ESG Integration Strategy Fund Growth managed by Axis Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,077 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.65. Under the expert guidance of Vishal Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vishal Agarwal

Mr. Vishal Agarwal has done MMS. Prior to joining Axis Mutual Fund, he has worked with Blackrock Hongkong Inc and Standard Charted Bank Ltd.

Peer Comparison

Fund Name1Y3Y
This FundQuantum ESG Best In Class Strategy Fund Growth-0.669228.1014
This FundSBI Equity Minimum Variance Fund Growth3.069628.7797
This FundAxis ESG Integration Strategy Fund Growth-0.470629.2787
This FundLIC MF Gold ETF Growth44.1741134.3468
This FundUTI Gold Exchange Traded Fund Growth43.6746134.7999

Axis ESG Integration Strategy Fund Growth FAQs

Axis ESG Integration Strategy Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis ESG Integration Strategy Fund Growth is 2.65. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis ESG Integration Strategy Fund Growth’s fund performance is as follows:
  • 1 Month : 1.68%
  • 6 Months : -0.70%
  • 1 Year : -0.47%
  • 3 Years : 8.94%
Returns of Axis ESG Integration Strategy Fund Growth are updated daily based on NAV of ₹ 21.15 as on Jul 31,2026. Since inception, the return has been 29.28%.

You can invest in Axis ESG Integration Strategy Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis ESG Integration Strategy Fund Growth is ₹1,077 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis ESG Integration Strategy Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.