Axis ESG Integration Strategy Fund Regular Growth
- Equity - ESG
- Equity
- Very High Risk
Explore On
Rating:
1
Key Metrics
Aum
₹1,072.22 Cr
Expense Ratio
2.25%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
12 Feb 2020
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.6% | -- |
| 3 Months | -5.1% | -- |
| 6 Months | -7.52% | -- |
| 1 Year | -2.83% | -2.83% |
| 2 Years | -- | +1.88% |
| 3 Years | +33.66% | +10.15% |
| 5 Years | +46.08% | +7.87% |
| Since Launch | +102.9% | +11.95% |
Holdings as on 21 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Clearing Corporation Of India Ltd | 146.60 | 14.56 |
| State Bank of India | 66.60 | 6.62 |
| HDFC Bank | 65.51 | 6.51 |
| ICICI Bank | 61.51 | 6.11 |
| Gland Pharma | 49.10 | 4.88 |
| Infosys | 46.07 | 4.58 |
| Reliance Industries | 39.08 | 3.88 |
| Bajaj Finance | 37.35 | 3.71 |
| JB Chemicals & Pharmaceuticals Ltd | 35.82 | 3.56 |
| AXIS Bank Ltd | 34.84 | 3.46 |
Morning Star Rating
Rating:
1
Risk
Return
Risk & Volitility
0.34
Sharpe Ratio
13.58%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential ESG Exclusionary Strategy Fund Regular Growth | -6.48% | +14.73% | +11.37% |
| Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth | -1.16% | +12.27% | +10.34% |
| SBI ESG Exclusionary Strategy Fund Regular Growth | -2.62% | +10.87% | +10.76% |
| Kotak ESG Exclusionary Strategy Fund Regular Growth | -2.87% | +10.51% | +8.31% |
| Axis ESG Integration Strategy Fund Regular Growth | -2.83% | +10.15% | +7.87% |
Results are calculated on CAGR basis
About 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.
The Axis ESG Integration Strategy Fund Regular Growth has an AUM of 1072.22 crores & has delivered CAGR of 7.87 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.25%. The minimum investment in Axis ESG Integration Strategy Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Ltd, State Bank of India, HDFC Bank, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming, Consumer Financial Services.
Some of the similar funds are ICICI Prudential ESG Exclusionary Strategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth, SBI ESG Exclusionary Strategy Fund Regular Growth, Kotak ESG Exclusionary Strategy Fund Regular Growth, Axis ESG Integration Strategy Fund Regular Growth. Axis ESG Integration Strategy Fund Regular Growth has a sharpe ratio of 0.34 & a standard deviation of 13.58%.
FAQs
According to the morning star rating Axis ESG Integration Strategy Fund Regular Growth has a Medium risk & Moderate return.
Axis ESG Integration Strategy Fund Regular Growth is managed by Krishnaa N,Vishal Agarwal.
The expense ratio of Axis ESG Integration Strategy Fund Regular Growth is 2.25%.
The 5 year annualized return on Axis ESG Integration Strategy Fund Regular Growth is 7.87% & it has generated -2.83% in the last 1 year.
The minimum investment in Axis ESG Integration Strategy Fund Regular Growth is 100 Rs.
Axis ESG Integration Strategy Fund Regular Growth has an AUM of 1072.22 crores.
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