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Home Mf Research Axis Esg Integration Strategy Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Esg Integration Strategy Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,026.71 +2.67%
Two Week 2026-10-19 ₹1,000.00 ₹1,011.13 +1.11%
One Month 2026-10-05 ₹1,000.00 ₹1,001.50 +0.15%
Three Months 2026-08-05 ₹3,000.00 ₹2,892.81 -3.57%
Six Months 2026-05-07 ₹6,000.00 ₹5,802.97 -3.28%
One Year 2025-11-03 ₹12,000.00 ₹11,506.62 -4.11%
Three Year 2023-11-06 ₹36,000.00 ₹35,258.78 -2.06%
Five Year 2021-11-08 ₹60,000.00 ₹66,878.71 +11.46%
Since Inception 2020-02-12 ₹82,000.00 ₹102,831.82 +25.40%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Finance 14.03%
Other 11.36%
Banks 9.91%
Pharmaceuticals & Biotechnology 9.12%
Petroleum Products 8.25%
Power 6.94%
Electrical Equipment 6.14%
Consumer Durables 5.76%
Leisure Services 5.32%
Chemicals & Petrochemicals 2.95%
Industrial Products 2.83%
Entertainment 2.80%
Insurance 2.41%
IT - Software 2.32%
Beverages 2.28%
Textiles & Apparels 2.15%
Healthcare Services 1.70%
Automobiles 1.17%
Capital Markets 0.97%
Agricultural, Commercial & Construction Vehicles 0.93%
Auto Components 0.58%
Agricultural Food & Other Products 0.05%

Top Holdings

Company-wise portfolio exposure

Reliance Industries Limited 8.25%
Clean Max Enviro Energy Solutions Limited 6.94%
ICICI Bank Limited 6.21%
Bajaj Finance Limited 5.66%
Titan Company Limited 5.08%
Shriram Finance Limited 4.29%
Axis Bank Limited 3.70%
Piramal Finance Limited 3.05%
Pidilite Industries Limited 2.95%
PVR INOX Limited 2.80%
Sun Pharmaceutical Industries Limited 2.74%
CG Power and Industrial Solutions Limited 2.58%
Biocon Limited 2.33%
Bharat Heavy Electricals Limited 2.33%
Coforge Limited 2.32%
Varun Beverages Limited 2.28%
Arvind Limited 2.15%
The Indian Hotels Company Limited 1.83%
Chalet Hotels Limited 1.79%
Metropolis Healthcare Limited 1.70%
TBO Tek Limited 1.70%
Anthem Biosciences Limited 1.68%
Cummins India Limited 1.44%
Star Health And Allied Insurance Company Limited 1.38%
IPCA Laboratories Limited 1.31%
Eicher Motors Limited 1.17%
TD Power Systems Limited 1.10%
SBI Life Insurance Company Limited 1.03%
IIFL Finance Limited 1.03%
National Stock Exchange Of India Ltd 0.97%
Tata Motors Ltd 0.93%
Supreme Industries Limited 0.87%
Alkem Laboratories Limited 0.71%
Craftsman Automation Limited 0.58%
Crompton Greaves Consumer Electricals Limited 0.55%
Astral Limited 0.52%
Gland Pharma Limited 0.35%
Apar Industries Limited 0.13%
Symphony Limited 0.12%
Tata Consumer Products Limited 0.05%
P N Gadgil Jewellers Limited 0.01%
Clearing Corporation of India Ltd 10.63%
Net Receivables / (Payables) 0.73%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
14.03%
Return volatility
β
Beta
0.88
Benchmark sensitivity
S
Sharpe Ratio
-0.14
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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. There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.71%
Expense Ratio (Direct)
1.84%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 100 ESG TRI

Exit Load

Charges that may apply when you redeem units

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.
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