• Mutual Funds
  • Axis Mutual Fund
  • Axis ESG Integration Strategy Fund (Growth)

Formerly Axis ESG Equity Reg Gr

Axis Mutual Fund

Axis ESG Integration Strategy Fund (Growth)

EquitySectoral / Thematic - Esg

19.7

NAV (May 24)

17.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.7

NAV (May 24)

Fund Returns

Last 1Y
29.8%
Last 3Y
11.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
17.2%
6 Month CAGR
16.3%

Scheme Information

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 ESGIntegration approach. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.2
Launched (4y ago)
Feb 12, 2020
AUM in Crores
1362.053
ISIN
INF846K01W56
Lock-in
No Lock-in
Benchmark
Nifty 100 ESG TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.1
Standard Deviation (5yr)
0
Beta (3yr)
0.88
Beta (5yr)
0
Sharpe Ratio (3yr)
0.479
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Krishnaa N

Fund Manager

Shreyash Devalkar

Fund Manager

Hitesh Das

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis ESG Integration Strategy Fund (Growth)70%9,79,519 2,46,90711.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Stock Holdings

torrent power ltd

8.1%
8.1%

icici bank ltd

5.1%
5.1%

infosys ltd

3.9%
3.9%

trent ltd

3.6%
3.6%

tata consultancy services ltd

3.4%
3.4%
See all holdings

Allocation by Sector

consumer cyclical

21.5%
21.5%

financial services

19.1%
19.1%

technology

17.7%
17.7%

utilities

10.3%
10.3%

consumer defensive

8%
8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 14,859 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 297,862 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.9%

7.9%

5.7%

7%

5.9%

8%

5.8%

7%

-

5.1%

Axis ESG Integration Strategy Fund (G) Review

Axis ESG Integration Strategy Fund (G) is a Sectoral / Thematic - Esg Equity fund and has delivered an annualised return of 17.2% over a period of 4 years. The fund was previously known as Axis ESG Equity Reg Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Krishnaa N, Shreyash Devalkar.

Nav of Axis ESG Integration Strategy Fund (G) as of 5/24/2024 is ₹19.70 with the total AUM as of 5/26/2024 is ₹1362.053. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis ESG Integration Strategy Fund (G) was launched on Feb 12, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis ESG Integration Strategy Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis ESG Integration Strategy Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 ESG TR INR.

Axis ESG Integration Strategy Fund (G) is rated as a 0 fund in Equity and delivered 29.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis ESG Integration Strategy Fund (G).

Frequently Asked Questions

What is Axis ESG Integration Strategy Fund (G)?

Axis ESG Integration Strategy Fund (G) is a Sectoral / Thematic - Esg Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis ESG Integration Strategy Fund (G)?

You can invest in Axis ESG Integration Strategy Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis ESG Integration Strategy Fund (G)?

The minimum sip amount for Axis ESG Integration Strategy Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Axis ESG Integration Strategy Fund (G) good to invest in?

As per Scripbox experts, Axis ESG Integration Strategy Fund (G) is a Not Reviewed Yet fund. You can investAxis ESG Integration Strategy Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis ESG Integration Strategy Fund (G)?

The expense ratio of the Axis ESG Integration Strategy Fund (G) is 2.2% for regular plan.