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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 · 2.22%Inception · 01-02-2020
NAV
₹20.98
+0.91% · as of 10-07-2026
Since inception
12.11%
CAGR
Benchmark (inception)
12.41%
CAGR
Fund size
₹1,077 Cr
AUM
Expense ratio
2.22%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +12.11% CAGR vs benchmark +12.41%.
Portfolio
Where the money is invested
Top holdings
Clearing Corporation of India Ltd8.02%
STATE BANK OF INDIA EQ NEW RE. 1/-6.17%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.87%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.22%
INFOSYS LIMITED EQ FV RS 54.03%
Bajaj Finance Limited3.98%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.67%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.63%
RELIANCE INDUSTRIES LIMITED EQ3.62%
JB Chemicals & Pharmaceuticals Limited3.54%
Sector allocation
Financial Services30.97%
Healthcare10.93%
Capital Goods9.47%
Automobile and Auto Components7.78%
Information Technology7.55%
Consumer Durables7.12%
Fast Moving Consumer Goods5.02%
Oil, Gas & Consumable Fuels4.65%
Construction Materials3.38%
Consumer Services2.78%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.1% p.a.₹10,000
10 years
Projected value
₹23,38,668
Invested: ₹12,00,000
Gained: ₹11,38,668
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
₹39.57
1Y
+18.5%
3Y
+19.0%
5Y
+19.3%
Baroda BNP Paribas BestInClass Strategy Fund Reg Gr
₹10.40
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
SBI ESG Exclusionary Strategy Reg Gr
₹238.73
1Y
-0.7%
3Y
+9.7%
5Y
+9.8%
ABSL ESG InteGration Strategy Reg Gr
₹17.80
1Y
-0.8%
3Y
+10.9%
5Y
+8.6%
Kotak ESG Exclusionary Strategy Reg Gr
₹16.76
1Y
-2.5%
3Y
+9.3%
5Y
+7.5%
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