Axis ESG Integration Strategy Fund - Growth - Direct Plan

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  • 0.14 %Nav, as on 20-02-2025

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  • Net Change on 20-02-2025

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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 -2.14 -3.72 7.67 10.77 16.21 16.44
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 7.67 10.77 16.21 1.34 1,249.20
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 13.42 23.82 27.44 0.69 24,746.94
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 2.51 22.33 25.23 0.81 6,379.45
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 14.15 26.30 25.97 0.53 5,948.48
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 8.38 11.39 14.63 1.33 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -9.58 28.96 26.86 0.55 5,168.64

Fund Holdings as on 31-January-2025

  • HDFC Bank Limited

  • Infosys Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Net Receivables / (Payables)

  • Zomato Limited

  • Mahindra & Mahindra Limited

  • Clearing Corporation of India Ltd

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • HCL Technologies Limited

  • InterGlobe Aviation Limited

  • Wipro Limited

  • Tech Mahindra Limited

  • Trent Limited

  • Larsen & Toubro Limited

  • Cholamandalam Investment and Finance Company Ltd

  • The Federal Bank Limited

  • Cipla Limited

  • Power Grid Corporation of India Limited

  • TVS Motor Company Limited

  • Tata Motors Limited

  • Tata Power Company Limited

  • ABB India Limited

  • Colgate Palmolive (India) Limited

  • Sun Pharmaceutical Industries Limited

  • Persistent Systems Limited

  • State Bank of India

  • Torrent Power Limited

  • Varun Beverages Limited

  • Dabur India Limited

  • Hindustan Unilever Limited

  • Info Edge (India) Limited

  • UltraTech Cement Limited

  • LTIMindtree Limited

  • Tata Consumer Products Limited

  • Kotak Mahindra Bank Limited

  • Titan Company Limited

  • Symphony Limited

  • ICICI Prudential Life Insurance Company Limited

  • SBI Life Insurance Company Limited

  • Go Fashion (India) Limited

  • Craftsman Automation Limited

  • Samvardhana Motherson International Limited

  • Raia Drogasil

  • Godrej Consumer Products Limited

  • Mankind Pharma Limited

  • Apollo Hospitals Enterprise Limited

  • REC Limited

  • Norsk Hydro As

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  • IT - Software

  • Bank - Private

  • Miscellaneous

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • Household & Personal Products

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Retailing

  • Airlines

  • Engineering - Construction

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • Electric Equipment

  • Insurance

  • Bank - Public

  • Auto Ancillary

  • Consumer Food

  • BPO/ITeS

  • Cement & Construction Materials

  • Tea/Coffee

  • Diamond & Jewellery

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

  • Finance Term Lending

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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 ₹1,249.20 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 up ₹0.03(0.14%)yesterday to ₹21.49.

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