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Axis ESG Integration Strategy Fund(G)-Direct Plan

Axis ESG Integration Strategy Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+5.72%

5Y annualised

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NAV : 15 Sep 2026

₹21.97

Min. SIP amount

₹100

Fund size (AUM)

1073 Cr

Expense ratio

1.33%

Launched on

12 Feb 2020

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,30,142

Stock Allocation

Stock nameSectorAllocation
Clearing Corporation Of India LtdCash & Cash Equivalents And Net Assets10.71%
Icici Bank LimitedBank6.33%
Bajaj Finance LimitedFinance5.77%

Fund Composition

1073 Cr

Large Cap

56.07%

Mid Cap

17.67%

Small Cap

15.52%

Others

10.74%

Sector Allocation

1073 Cr

Finance

15.75%

Healthcare

14.65%

Cash & Cash Equivalents And Net Assets

10.74%

Bank

9.96%

Automobile & Ancillaries

7.64%

Capital Goods

5.99%

Diamond & Jewellery

5.23%

Hospitality

5.12%

Others

24.81%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VA

Vishal Agarwal

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
Q

Quant ESG Integration Strategy Fund(G)-Direct Plan

+16.71%
E

Edelweiss Recently Listed IPO Fund(G)-Direct Plan

+17.45%

FAQs

Axis ESG Integration Strategy Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 12 Feb 2020. This fund is managed by Vishal Agarwal and Krishnaa N. It is a Equity type of fund.

The current NAV of Axis ESG Integration Strategy Fund(G)-Direct Plan is ₹21.97 (as of 15 Sep 2026).

Axis ESG Integration Strategy Fund(G)-Direct Plan has delivered -1.84% in 1 year, 8.71% in 3 years, and 5.72% in 5 years (annualised).

The minimum SIP amount for Axis ESG Integration Strategy Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis ESG Integration Strategy Fund(G)-Direct Plan is 1.33%.

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