Axis ESG Integration Strategy Fund - Growth - Direct Plan

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  • (-0.58%)Nav, as on 10-03-2025

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  • Net Change on 10-03-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate long-term capital appreciation by investing in a diversified portfolio of companiesdemonstrating sustainable practices across Environmental, Social, and Governance (ESG)parameters using an ESGIntegration approach.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option -5.83 -11.43 3.37 11.67 15.72 15.60
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY100 ESG - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option Feb 12, 2020 Unrated 3.37 11.67 15.72 1.34 1,163.13
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 9.67 25.31 29.93 0.69 23,859.65
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 0.72 24.84 27.76 0.81 5,629.27
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 11.55 29.46 27.68 0.53 5,517.19
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 4.59 13.78 16.21 1.33 5,151.26
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -11.66 28.70 29.20 0.55 4,650.81

Fund Holdings as on 28-February-2025

  • HDFC Bank Limited

  • Clearing Corporation of India Ltd

  • ICICI Bank Limited

  • Net Receivables / (Payables)

  • Bharti Airtel Limited

  • Bajaj Finance Limited

  • Zomato Limited

  • Infosys Limited

  • InterGlobe Aviation Limited

  • HCL Technologies Limited

  • Tata Consultancy Services Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Wipro Limited

  • Tech Mahindra Limited

  • Trent Limited

  • Larsen & Toubro Limited

  • The Federal Bank Limited

  • Cipla Limited

  • TVS Motor Company Limited

  • Power Grid Corporation of India Limited

  • Tata Power Company Limited

  • Tata Motors Limited

  • ABB India Limited

  • Sun Pharmaceutical Industries Limited

  • Colgate Palmolive (India) Limited

  • State Bank of India

  • Mahindra & Mahindra Limited

  • Dabur India Limited

  • Varun Beverages Limited

  • Info Edge (India) Limited

  • Hindustan Unilever Limited

  • Tata Consumer Products Limited

  • Kotak Mahindra Bank Limited

  • UltraTech Cement Limited

  • LTIMindtree Limited

  • Titan Company Limited

  • Symphony Limited

  • SBI Life Insurance Company Limited

  • Craftsman Automation Limited

  • ICICI Prudential Life Insurance Company Limited

  • Go Fashion (India) Limited

  • Samvardhana Motherson International Limited

  • Godrej Consumer Products Limited

  • Raia Drogasil

  • Mankind Pharma Limited

  • Apollo Hospitals Enterprise Limited

  • Norsk Hydro As

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Finance - NBFC

  • Telecommunication - Service Provider

  • e-Commerce

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Airlines

  • Retailing

  • Engineering - Construction

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • Electric Equipment

  • Insurance

  • Bank - Public

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Consumer Food

  • BPO/ITeS

  • Tea/Coffee

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

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Fund Manager

  • Cash

  • Equity

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About Axis ESG Integration Strategy Fund

Scheme Analysis

Axis ESG Integration Strategy Fund is a Equity - Thematic Fund - Other fund and belongs to Axis Mutual Fund. It was launched on 12-Feb-2020 and currently has an AUM of ₹1,163.13 crore. Axis ESG Integration Strategy Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY100 ESG - TRI as secondary index.

The NAV of Axis ESG Integration Strategy Fund ended down ₹-0.12(-0.58%)yesterday to ₹20.73.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Axis ESG Integration Strategy Fund is managed by Hitesh Das and Krishnaa N.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com