Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

1,133 Cr

Lock In Period

N/A

Expense Ratio

2.27

Benchmark

Nifty 100 ESG Total Return Index

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.

Summary

Latest details for Axis ESG Integration Strategy Fund Growth include a 19.30 NAV as of Mar 27,2026 and returns since inception of 39.29%. Minimum investments start at SIP ₹100. The Axis ESG Integration Strategy Fund Growth AUM is ₹1,133 Cr, with a lock-in of N/A years, expense ratio of 2.27%, and benchmark Nifty 100 ESG Total Return Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -7.71% returns, against a category average of -1.75% and a category best of 8.60%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.71-1.758.60
6M-7.400.9528.35
1Y-2.964.7864.05
3Y11.6815.53196.29

Portfolio Analysis

  • Equity: 87.80%
  • Debt: 12.20%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Limited7.02%
2. ICICI Bank Limited6.21%
3. Axis Bank Limited3.66%
4. Kotak Mahindra Bank Limited2.00%
5. The Federal Bank Limited1.66%

1. Infosys Limited3.08%
2. Tech Mahindra Limited2.11%
3. HCL Technologies Limited1.99%
4. Wipro Limited1.68%
5. Coforge Limited1.38%

1. Gland Pharma Limited4.66%
2. JB Chemicals & Pharmaceuticals Limited3.14%
3. Onesource Specialty Pharma Limited1.20%

1. Bajaj Finance Limited4.09%
2. Cholamandalam Investment and Finance Company Ltd2.01%
3. Shriram Finance Limited1.91%

1. State Bank of India7.21%

1. Reliance Industries Limited3.58%

1. Titan Company Limited3.06%

1. Maruti Suzuki India Limited3.01%

1. Tata Motors Ltd2.68%

1. Apollo Hospitals Enterprise Limited2.55%

1. Tata Consumer Products Limited2.18%

1. Varun Beverages Limited2.09%

1. CG Power and Industrial Solutions Limited1.92%

1. Amber Enterprises India Limited1.76%

1. UltraTech Cement Limited1.21%
2. JK Cement Limited0.45%

1. Nuvama Wealth Management Limited1.65%

1. Craftsman Automation Limited1.27%

1. SBI Life Insurance Company Limited1.09%

1. Star Health And Allied Insurance Company Limited1.05%

About Fund

Axis ESG Integration Strategy Fund Growth managed by Axis Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,133 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return Index while maintaining an expense ratio of 2.27. 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.

Peer Comparison

Fund Name1Y3Y
This FundAditya Birla Sun Life MNC Fund - Gr Growth-1.704437.7401
This FundUTI MNC Fund Growth1.07438.5243
This FundAxis ESG Integration Strategy Fund Growth-2.964439.2908
This FundUTI Gold Exchange Traded Fund Growth64.0086136.0398
This FundICICI Prudential Gold ETF Growth63.6284136.308

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 2.27. 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 : -7.71%
  • 6 Months : -7.40%
  • 1 Year : -2.96%
  • 3 Years : 11.68%
Returns of Axis ESG Integration Strategy Fund Growth are updated daily based on NAV of ₹ 19.30 as on Mar 27,2026. Since inception, the return has been 39.29%.

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 ₹1,133 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.
Min Inv Amount: ₹500