Axis ESG Integration Strategy Fund - Regular Plan - Growth Option
NAV as on 16-12-2025
₹ 21.77
₹
-0.13
(
-0.5972%)
AUM as on 28-11-2025
1,224.77 Cr
Rtn (Since Inception)
14.08%
Axis ESG Integration Strategy Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
SCHEME DETAILS
| Category: | Equity: Thematic-ESG |
| Launch Date: | 01-02-2020 |
| Assets Class: | Equity |
| Benchmark: | NIFTY 100 ESG TRI |
| TER: | 2.25% As on (28-11-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 1,224.77 Cr As on (28-11-2025) |
| Turn over: | 55 |
| Exit Load: | If redeemed / switched-out within 12 months For 10% of investment: Nil For remaining investment: 1% on FIFO basis w.e.f., 12/02/2020 |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Axis ESG Integration Strategy Reg Gr | 01-02-2020 | -1.8 | 9.85 | 13.59 | 10.75 | 0.0 |
| Kotak ESG Exclusionary Strategy Reg Gr | 05-12-2020 | 2.03 | 10.15 | 12.92 | 0.0 | 0.0 |
| ICICI Pru ESG Exclusionary Strategy Gr | 05-10-2020 | 1.7 | 14.35 | 18.99 | 15.34 | 0.0 |
| SBI ESG Exclusionary Strategy Reg Gr | 01-11-2006 | 1.42 | 9.99 | 13.87 | 14.25 | 12.95 |
| WhiteOak Capital ESG Best In Class Strategy Fund Reg Gr | 30-10-2024 | 1.17 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL ESG Integration Strategy Reg Gr | 24-12-2020 | -1.02 | 12.3 | 15.02 | 0.0 | 0.0 |
| quant ESG Integration Strategy Fund Gr Reg Plan | 05-11-2020 | -2.4 | 10.06 | 13.94 | 23.95 | 0.0 |
| Quantum ESG Best In Class Strategy Reg Gr | 05-07-2019 | -2.43 | 9.07 | 12.88 | 13.11 | 0.0 |
| Invesco India ESG Equity Fund Gr | 18-03-2021 | -6.51 | 9.51 | 13.39 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Installment Amount
Select installment date
How long should this SIP run?
Number of years
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.
Installment Amount
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.