Axis ESG Integration Strategy Fund - Growth - Regular Plan

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  • (-0.14%)Nav, as on 10-01-2025

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Fund Overview Growth | Regular 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 - Cumulative Option Jan 15, 2019 19.52 23.12 25.37 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 17.22 21.90 24.83 1.81 6,532.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 12.31 9.56 14.60 1.94 5,620.09
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 17.87 30.38 22.98 1.87 4,572.13
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 16.79 21.54 20.96 1.95 3,397.11

Fund Holdings as on 31-December-2024

  • HDFC Bank Limited

  • Infosys Limited

  • ICICI Bank Limited

  • Zomato Limited

  • Bharti Airtel Limited

  • Clearing Corporation of India Ltd

  • Mahindra & Mahindra Limited

  • HCL Technologies Limited

  • Tata Consultancy Services Limited

  • InterGlobe Aviation Limited

  • Trent Limited

  • Tech Mahindra Limited

  • Wipro Limited

  • Larsen & Toubro Limited

  • The Federal Bank Limited

  • Cipla Limited

  • Power Grid Corporation of India Limited

  • Cholamandalam Investment and Finance Company Ltd

  • ABB India Limited

  • Tata Power Company Limited

  • Tata Motors Limited

  • TVS Motor Company Limited

  • Bajaj Finance Limited

  • Sun Pharmaceutical Industries Limited

  • Persistent Systems Limited

  • State Bank of India

  • Colgate Palmolive (India) Limited

  • Varun Beverages Limited

  • Torrent Power Limited

  • Info Edge (India) Limited

  • Dabur India Limited

  • Hindustan Unilever Limited

  • UltraTech Cement Limited

  • LTIMindtree Limited

  • Symphony Limited

  • Tata Consumer Products Limited

  • Kotak Mahindra Bank Limited

  • Craftsman Automation Limited

  • eClerx Services Limited

  • Titan Company Limited

  • ICICI Prudential Life Insurance Company Limited

  • Go Fashion (India) Limited

  • Samvardhana Motherson International Limited

  • SBI Life Insurance Company Limited

  • Mankind Pharma Limited

  • Godrej Consumer Products Limited

  • Raia Drogasil

  • Apollo Hospitals Enterprise Limited

  • REC Limited

  • Microsoft Corp

  • Alphabet Inc A

  • Astrazeneca PLC

  • Norsk Hydro As

  • Unilever PLC

  • GSK ORD

  • Texas Instruments Inc

  • Thermo Fisher Scientific Inc

  • Relx Plc

  • Bunzl PLC

  • ASML Holding NV

  • Mastercard Incorporated

  • Net Receivables / (Payables)

  • Visa Inc

  • Booking Holdings Inc

  • Intuit Inc

  • Salesforce Inc

  • Unitedhealth Group Inc

  • Lowes Cos Inc

  • EMERSON ELECTRIC CO

  • Spirax-Sarco Engineering PLC

  • Elevance Health Inc

  • Kingfisher PLC

  • LULULEMON ATHLETICA INC

  • Greggs PLC

  • Adobe Inc

  • Arm Holdings Plc

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  • IT - Software

  • Bank - Private

  • Power Generation/Distribution

  • e-Commerce

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Retailing

  • Finance - NBFC

  • Airlines

  • Engineering - Construction

  • BPO/ITeS

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Automobile Two & Three Wheelers

  • Auto Ancillary

  • Bank - Public

  • Insurance

  • Consumer Food

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Tea/Coffee

  • Diamond & Jewellery

  • Finance Term Lending

  • Hospital & Healthcare Services

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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 ₹1,300.08 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 ₹-0.03(-0.14%)yesterday to ₹20.88.

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