Axis ESG Integration Strategy Fund - Regular Plan - IDCW
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Fund Manager: Mr. Vishal Agarwal, Mr. Hitesh Das, Ms. Krishnaa N |
Equity: Thematic-ESG |
NIFTY 100 ESG TRI
NAV as on 22-08-2025
AUM as on
Rtn ( Since Inception )
13.99%
Inception Date
Feb 12, 2020
Expense Ratio
2.24%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
Investment Objective : 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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 2.22 | 6.28 | -3.59 | 11.57 | 14.1 | 0.0 |
| NIFTY 100 ESG TRI | 2.92 | 11.73 | 1.19 | 13.53 | 18.78 | 13.99 |
| Equity: Thematic-ESG | 1.55 | 9.05 | -2.89 | 14.37 | 16.58 | 12.07 |
| Rank within Category | ||||||
| Number of Funds within Category |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Axis ESG Integration Strategy Fund - Regular Plan - IDCW | 123.22 | 2.24 | -3.59 | 11.57 | 14.1 | 0.0 |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 63.15 | 2.44 | 0.86 | 13.81 | 0.0 | 0.0 |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 150.67 | 2.15 | 0.54 | 19.4 | 0.0 | 0.0 |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 566.58 | 1.94 | -0.87 | 13.37 | 17.6 | 12.07 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 86.35 | 2.28 | -0.95 | 14.16 | 0.0 | 0.0 |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | 10.62 | 2.18 | -1.74 | 13.47 | 17.43 | 0.0 |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 123.22 | 2.24 | -2.82 | 12.33 | 14.71 | 0.0 |
| Invesco India ESG Integration Strategy Fund - Growth | 46.49 | 2.43 | -3.27 | 13.23 | 0.0 | 0.0 |
| quant ESG Integration Strategy Fund - Growth Option - Regular Plan | 28.8 | 2.42 | -14.84 | 15.21 | 0.0 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 24.61 | -12.51 | 23.56 | -0.27 |
| NIFTY 100 ESG TRI | -0.85 | 4.59 | 33.33 | 5.23 | 12.28 | 22.96 | 32.26 | -2.94 | 23.36 | 7.01 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Fund Multiplier
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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