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Axis Mutual Fund · Equity: Thematic-ESG
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option
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 ESG Integration approach. However, there can be no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · NIFTY 100 ESG TRITER · 2.25%Inception · 01-02-2020
NAV
₹20.22
+0.74% · as of 14-05-2026
Since inception
11.77%
CAGR
Benchmark (inception)
12.33%
CAGR
Fund size
₹11 Cr
AUM
Expense ratio
2.25%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +11.77% CAGR vs benchmark +12.33%.
Portfolio
Where the money is invested
Top holdings
Clearing Corporation of India Ltd14.56%
STATE BANK OF INDIA EQ NEW RE. 1/-6.62%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.51%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.11%
GLAND PHARMA LIMITED EQ NEW FV Re.1/-4.88%
INFOSYS LIMITED EQ FV RS 54.58%
RELIANCE INDUSTRIES LIMITED EQ3.88%
Bajaj Finance Limited3.71%
JB Chemicals & Pharmaceuticals Limited3.56%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.46%
Sector allocation
Financial Services36.35%
Healthcare12.70%
Information Technology8.46%
Capital Goods6.19%
Automobile and Auto Components5.24%
Consumer Durables5.18%
Oil, Gas & Consumable Fuels5.05%
Fast Moving Consumer Goods4.19%
Construction Materials1.62%
Services0.42%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.8% p.a.₹10,000
10 years
Projected value
₹22,91,833
Invested: ₹12,00,000
Gained: ₹10,91,833
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Vishal Agarwal, Ms. Krishnaa N
Manager since fund inception data not available
ISIN & identifiers
AMFI code
147929
ISIN (Growth)
INF846K01W56
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-ESG funds
quant ESG Integration Strategy Fund Gr Reg Plan
₹35.82
1Y
+12.2%
3Y
+18.6%
5Y
+19.5%
Baroda BNP Paribas BestinClass Strategy Fund Reg Gr
₹10.12
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
ABSL ESG Integration Strategy Reg Gr
₹17.12
1Y
-1.0%
3Y
+12.2%
5Y
+10.9%
SBI ESG Exclusionary Strategy Reg Gr
₹228.71
1Y
-2.3%
3Y
+10.8%
5Y
+11.1%
Kotak ESG Exclusionary Strategy Reg Gr
₹16.18
1Y
-2.6%
3Y
+10.6%
5Y
+8.8%
Want a personalised recommendation?
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