Axis ESG Integration Strategy Fund Direct Pyt of Inc Dis cum Cap Wdrl

Axis ESG Integration Strategy Fund Direct Pyt of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 12 February, 2020. The fund is managed by . The fund could potentially beat inflation in the long-run.

1. Axis ESG Integration Strategy Fund Direct Pyt of Inc Dis cum Cap Wdrl has ₹1232 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 1.3.
   

Axis ESG Integration Strategy Fund Direct Pyt of Inc Dis cum Cap Wdrl has given a CAGR return of 15.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.98%, 16.59% and 18.23% respectively.

Axis ESG Integration Strategy Fund Direct Pyt of Inc Dis cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Industrial, Communication, Consumer Defensive, Health, Utilities, Energy, Basic Materials. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Bajaj Finance Ltd, Eternal Ltd

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.

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 for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis ESG Integration Strategy Fund Direct Pyt of Inc Dis cum Cap Wdrl has no lock in period.