Axis ESG Integration Strategy Fund

Axis ESG Integration Strategy Fund

Equity

Axis Mutual Fund

Equity - Esg

Get the latest NAV of Axis ESG Integration Strategy Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹21.00

▲0.4%1D

NAV as on 20 Mar 2026

12.93%/per year

Since Inception

Absolute Gain%

▲▼

317 people have invested ₹ 21.8L in Axis ESG Integration Strategy Fund in the last three months

Axis ESG Integration Strategy Fund Performance vs. Equity ESG Index

Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)

The fund has underperformed the benchmark (Equity ESG Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.93%
-10.64%
-9.64%
-1.78%
12.45%
8.62%
Equity ESG Index
-9.48%
-10.45%
-9.17%
0.19%
12.68%
10.68%
Equity - Esg Avg
-9.96%
-12.14%
-11.59%
-1.91%
12.46%
10.47%
Best in Equity - Esg
-7.98%
-9.95%
-8.61%
3.4%
16.69%
19.7%
Worst in Equity - Esg
-10.96%
-15.2%
-15.91%
-6.21%
10.89%
8.53%
Category Rank
8/8
8/8
9/9
2/7
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Axis ESG Integration Strategy Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

7
/7
10% Performance
43% Risk Management
12% Cost

Ranked 7 out of 7 mutual funds in the equity - esg category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis ESG Integration Strategy Fund
7/7
1,133Cr
1.36%
-1.78%
12.45%
-2.88
0.93
0.58
0.91
-1.08
Quant ESG Integration Strategy Fund
1/7
257Cr
0.93%
3.13%
16.6%
0.02
1.15
0.74
1.16
0.12
ICICI Prudential ESG Exclusionary Strategy Fund
2/7
1,400Cr
1.03%
-1.15%
17.2%
2.25
0.95
0.99
1.73
0.41
Kotak ESG Exclusionary Strategy Fund
3/7
810Cr
0.93%
2.43%
13.96%
0.38
0.90
0.87
1.42
-0.20
See all
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Has not generated consistent returns
Has not generated consistent returns

Axis ESG Integration Strategy Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Axis ESG Integration Strategy Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
68.5%
Small cap
15.8%
Mid cap
3.5%
Mid Cap allocation has gone down from 5.7% to 3.5%
Mid Cap allocation has gone down from 5.7% to 3.5%
Large Cap allocation has gone down from 79.6% to 68.5%
Large Cap allocation has gone down from 79.6% to 68.5%
Small Cap allocation has gone up from 9.9% to 15.8%
Small Cap allocation has gone up from 9.9% to 15.8%
Cash allocation has gone up from 4.8% to 12.2%
Cash allocation has gone up from 4.8% to 12.2%

Axis ESG Integration Strategy Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
30.9%
Consumer Cyclical
18.5%
Tech
11.4%
Health
10.8%
Industrial
8.5%
Communication
7.2%
Consumer Defensive
5.1%
Energy
4.6%
Utilities
1.8%
Basic Materials
1.2%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Tech

Feb'26

Financial Services

45%

Consumer Cyclical

15%

Health

13%

Jan'26

Financial Services

35%

Consumer Cyclical

19%

Tech

15%

Axis ESG Integration Strategy Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
State Bank of India
7.21%
78.9%
HDFC Bank Ltd
7.02%
9.8%
ICICI Bank Ltd
6.21%
-19%
Gland Pharma Ltd
4.66%
0%
Bajaj Finance Ltd
4.09%
0%
See all
Top Stocks bought last month
Varun Beverages Ltd's allocation increased from 1.16% to 2.14%
Varun Beverages Ltd's allocation increased from 1.16% to 2.14%
Maruti Suzuki India Ltd's allocation increased from 2.98% to 3.18%
Maruti Suzuki India Ltd's allocation increased from 2.98% to 3.18%
TVS Motor Co Ltd's allocation increased from 2.69% to 2.88%
TVS Motor Co Ltd's allocation increased from 2.69% to 2.88%
Top Stocks sold last month
ICICI Bank Ltd's allocation decreased from 7.15 % to 7.02 %
ICICI Bank Ltd's allocation decreased from 7.15 % to 7.02 %
HDFC Bank Ltd's allocation decreased from 6.71 % to 6.71 %
HDFC Bank Ltd's allocation decreased from 6.71 % to 6.71 %
Bajaj Finance Ltd's allocation decreased from 5.64 % to 5.46 %
Bajaj Finance Ltd's allocation decreased from 5.64 % to 5.46 %

Axis ESG Integration Strategy Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.36%
Benchmark
Nifty 100 ESG TR INR
AUM₹1133 Cr
Inception Date12 February, 2020
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
36.78%
Risk
Risk meter
pointer
Very High Risk

About Axis ESG Integration Strategy Fund

Axis ESG Integration Strategy Fund is an equity fund. This fund was started on 12 February, 2020. The fund is managed by Vishal Agarwal, Krishnaa N. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis ESG Integration Strategy Fund has ₹1133 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 1.4.

Returns

Axis ESG Integration Strategy Fund has given a CAGR return of 12.93% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.78%, 12.45% and 8.62% respectively.

Holdings

Axis ESG Integration Strategy Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Tech, Energy, Consumer Defensive, Industrial, Basic Materials, Corporate, Utilities. Its top holdings are State Bank of India, HDFC Bank Ltd, ICICI Bank Ltd, Gland Pharma Ltd, Bajaj Finance Ltd

Taxation

As it is a equity - esg mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis ESG Integration Strategy Fund

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 ESGIntegration approach. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis ESG Integration Strategy Fund has no lock in period.

Fund Manager

Vishal Agarwal

Fund Manager of Axis ESG Integration Strategy Fund, since 16 September 2024

Krishnaa N

Fund Manager of Axis ESG Integration Strategy Fund, since 1 March 2024

Learn more about Axis Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 1.1K Cr
₹ 1.2K Cr
₹ 1.2K Cr
  • AUM of the fund stands at 1.1K Cr as of Feb'26
  • AUM decreased by 19 Cr between Feb'26 and Jan'26

Compare Axis ESG Integration Strategy Fund

Axis ESG Integration Strategy Fund

VS

SBI ESG Exclusionary Strategy Fund

Frequently Asked Questions for Axis ESG Integration Strategy Fund

How do I invest in Axis ESG Integration Strategy Fund?

INDmoney makes it simple to invest in the Axis ESG Integration Strategy Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis ESG Integration Strategy Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis ESG Integration Strategy Fund?

The NAV of the fund today is ₹21.00. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis ESG Integration Strategy Fund fund has generated a return of -1.78% in 1 year, 12.45% in 3 years, 8.62% in 5 years.

Who is the fund manager of Axis ESG Integration Strategy Fund?

The fund managers are Vishal Agarwal, Krishnaa N.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.36%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1133 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis ESG Integration Strategy Fund?

The top 3 holdings of the fund are State Bank of India(7.21%), HDFC Bank Ltd(7.02%), ICICI Bank Ltd(6.21%)