Axis ESG Integration Strategy Fund - Growth - Direct Plan

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  • (-0.79%)Nav, as on 04-10-2024

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  • Net Change on 04-10-2024

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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
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.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 44.80 27.17 31.67 0.57 23,840.50
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 58.45 28.59 30.47 0.65 6,751.68
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 32.98 14.42 18.83 1.30 6,035.50
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 63.79 28.59 30.45 0.51 5,381.37
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 66.92 37.58 28.94 0.72 4,851.11

Fund Holdings as on 31-August-2024

  • Infosys Limited

  • ICICI Bank Limited

  • Trent Limited

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • Torrent Power Limited

  • Mahindra & Mahindra Limited

  • Tata Consultancy Services Limited

  • InterGlobe Aviation Limited

  • ABB India Limited

  • Tata Motors Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Zomato Limited

  • Tech Mahindra Limited

  • Larsen & Toubro Limited

  • Power Grid Corporation of India Limited

  • Wipro Limited

  • Colgate Palmolive (India) Limited

  • Cipla Limited

  • Clearing Corporation of India Ltd

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • TVS Motor Company Limited

  • State Bank of India

  • SBI Life Insurance Company Limited

  • Dabur India Limited

  • Avenue Supermarts Limited

  • Varun Beverages Limited

  • Persistent Systems Limited

  • Tata Power Company Limited

  • Microsoft Corp

  • Info Edge (India) Limited

  • Symphony Limited

  • Sona BLW Precision Forgings Limited

  • LTIMindtree Limited

  • UltraTech Cement Limited

  • Alphabet Inc A

  • Go Fashion (India) Limited

  • Craftsman Automation Limited

  • ICICI Prudential Life Insurance Company Limited

  • Tata Consumer Products Limited

  • Eicher Motors Limited

  • Samvardhana Motherson International Limited

  • Titan Company Limited

  • Kotak Mahindra Bank Limited

  • Nestle India Limited

  • Unilever PLC

  • Minda Corporation Limited

  • Taiwan Semiconductor Sp ADR

  • eClerx Services Limited

  • Raia Drogasil

  • Thermo Fisher Scientific Inc

  • Godrej Consumer Products Limited

  • Bunzl PLC

  • Indian Bank

  • SAP SE

  • Dr. Reddy's Laboratories Limited

  • HDFC Life Insurance Company Limited

  • Booking Holdings Inc

  • ASML Holding NV

  • Sun Pharmaceutical Industries Limited

  • Mastercard Incorporated

  • REC Limited

  • Salesforce Inc

  • Relx Plc

  • DBS Group Holdings Ltd

  • Lowes Cos Inc

  • EMERSON ELECTRIC CO

  • Mankind Pharma Limited

  • Intuit Inc

  • Jyothy Labs Limited

  • Unitedhealth Group Inc

  • Astrazeneca PLC

  • Zydus Lifesciences Limited

  • Visa Inc

  • Texas Instruments Inc

  • JB Chemicals & Pharmaceuticals Limited

  • Apollo Hospitals Enterprise Limited

  • GSK ORD

  • Adobe Inc

  • Roche Holding Ltd

  • Greggs PLC

  • Norsk Hydro As

  • Elevance Health Inc

  • AIA Group Ltd

  • Kingfisher PLC

  • Spirax-Sarco Engineering PLC

  • HITACHI Limited

  • Banco Bilbao Vizcaya Argentaria

  • CreditAccess Grameen Limited

  • LULULEMON ATHLETICA INC

  • Arm Holdings Plc

  • Rainbow Childrens Medicare Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Miscellaneous

  • Bank - Private

  • Retailing

  • Power Generation/Distribution

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Airlines

  • Insurance

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Engineering - Construction

  • Consumer Food

  • Bank - Public

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Tea/Coffee

  • Diamond & Jewellery

  • Finance Term Lending

  • Hospital & Healthcare Services

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Fund Manager

  • ADRs & GDRs

  • 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 ₹1,447.12 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 ₹-0.19(-0.79%)yesterday to ₹23.86.

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

The Axis ESG Integration Strategy Fund is managed by Shreyash Devalkar and Hitesh Das.

Fund House Contact

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

022-43255161
022-43255199
www.axismf.com