Fund Overview

Axis ESG Integration Strategy Fund

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Scheme Type: Equity

Fund Manager:
Mr. Vishal Agarwal + 1
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NAV as on Oct 07, 2025
₹ 21.35
CAGR
13.71 %
AUM as on 30 Sep 2025(in Cr.)
₹ 1,189.41
Updated as on: September 30, 2025
Risk
Risk
Very High
An open-ended equity scheme following ESG based investing theme and following an Integration approach

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.

Benefits of

A diversified equity fund that invests in companies across market capitalization, with a emphasis on ESG

Aims to offer investors an ideal mix of equities in an attempt to provide long term returns while minimizing risks associated with market volatility.

Constantly endeavors to invest in quality companies with high growth prospects with an aim to deliver risk adjusted returns for investors.

Fund Manager

Fund Manager
Mr. Vishal Agarwal
Managing this fund since 16th Sep 2024
12
Years
Work Experience
See all schemes managed by Vishal Agarwal
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Fund Manager
Ms. Krishnaa N
Managing this fund since 01th Mar 2024
6
Years
Work Experience
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Entry Load

NA

Exit Load

If redeemed / switched-out within 12 months - For 10% of investment: Nil.For remaining investment: 1%. If redeemed/switched out after 12 months from the date of allotment: Nil.
Statistical Measures (3 Years)
Standard Deviation
12.44%
Beta
0.85
Sharpe Ratio**
0.47
Portfolio Turnover(1 Year)
0.37 times
Disclaimer: **Risk-free rate assumed to be 5.54% (MIBOR as on 29-08-2025) - Source: www.fimmda.org. Computed for the 3-yr period ended August 29, 2025. Based on month-end NAV.
Updated as on:
This product is suitable for investors who are seeking*
  • Capital appreciation over the long term
  • Investments using an integration approach to identify companies demonstrating sustainable practices across Environment, Social and Governance (ESG) parameters.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Riskometer
Axis ESG Integration Strategy Fund
The risk of the scheme is Very High
Riskometer
Nifty 100 ESG TRI
The risk of the benchmark is Very High
Minimum Investment Amount
  • Lumpsum Investment :
     ₹ 100
  • Additional Investment :
     ₹ 100
  • Systematic Investment :
     ₹ 100

Goal Planning

Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. With proper planning a lot of this can be managed. Savings, on their own are not enough. And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions.
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Asset Cap Mix

Equity (96.34%)
Non-convertible Preference Shares (0.03%)
Debt/Cash (3.63%)

Market Cap Mix

Large Cap (83.11%)
Mid Cap (4.49%)
Small Cap (8.76%)

Top 5 sectors

Issuers
% Of Net Assets
Financial Services
29.79
Information Technology
10.99
Healthcare
10.39
Automobile and Auto Components
8.34
Consumer Services
7.72

Issuers

Top 10 Issuers
% Of Net Assets
ICICI Bank Limited
7.34
HDFC Bank Limited
6.47
Bharti Airtel Limited
5.93
Bajaj Finance Limited
4.87
Gland Pharma Limited
4.52
Reliance Industries Limited
4.42
Eternal Limited
3.91
InterGlobe Aviation Limited
3.80
Infosys Limited
3.37
AU Small Finance Bank Limited
2.76

IDCW

IDCW (₹ Per Unit)
NAV Per Unit
Record DateOptionIndividuals/HUFOthersCum IDCWEx IDCW
Mar 11, 2025Dividend1.3101.31015.09013.780
Mar 20, 2024Dividend1.2901.29016.05014.760
Mar 13, 2023Dividend1.0301.03012.90011.870
Disclaimer: Pursuant to payment of Distribution (of Income & Capital), the NAV of the above stated IDCW options of the scheme/plan would fall to the extent of payout and statutory levy, if any. Past performance may or may not be sustained in future. Face value of units is Rs. 10. IDCW means Income Distribution cum Capital Withdrawal.
IDCW History
Select Plan

Select Timeframe
08-07-2025
from date
08-10-2025
to date
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FAQs on Axis Esg Equity Fund

Axis ESG Integration Strategy Fund aims for long-term capital appreciation by investing in quality companies with sustainable growth prospects. It places a strong emphasis on incorporating ESG considerations into its investment approach. Additionally, the fund has the flexibility to invest internationally, capturing ESG opportunities across the global landscape.

Axis ESG Integration Strategy Fund follows a stringent screening process, ensuring that companies included in the portfolio meet ESG criteria. The fund focuses on sustainable companies with strong fundamentals and a positive social impact. Moreover, the fund provides exposure to global sustainable companies, diversifying opportunities for investors.

Axis ESG Integration Strategy Fund has the flexibility to invest up to 30% of its portfolio in globally sustainable companies. This exposure allows investors to benefit from ESG opportunities on a global scale and diversify their investments across international markets. *

Axis ESG Integration Strategy Fund looks for companies with strong fundamentals that not only offer the potential for alpha generation but also have a positive social impact. A minimum of 80% of the portfolio comprises stocks that rate highly on an internal ESG review, indicating their sustainability. *

To stay informed about the ESG performance and holdings of Axis ESG Integration Strategy Fund, you can regularly review the fund's reports, visit the Axis Mutual Fund website, or contact their customer support for updates.
* Current portfolio allocation is based on the current market conditions and is subject to changes depending on the fund manager’s view of the markets. Please refer SID, for detail Asset Allocation & Investment strategy of the Scheme.

 

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Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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