Axis ESG Integration Strategy Fund Regular-Growth

Fund Details

NAV 21.45

Sub-Type Thematic-ESG

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 6.01

Fund Size(in Crores) 1152.16

Fund Performance

1 Month -1.33%

3 Month -1.28%

6 Month 2.28%

1 Year 6.13%

3 Year 13.15%

5 Year 8.74%

Know This Fund

As on 16 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (95.23%) Market Cap Mid Cap 5.67 Large Cap 79.63 Small Cap 9.94 Top Sectors Financial 31.64 Technology 14.54 Automobile 11.25 Healthcare 10.07 Communication 6.1 Consumer Staples 4.8 Services 4.71 Energy 3.52 Consumer Discretionary 2.94 Construction 2.56 Insurance 1.86 Materials 1.19 Capital Goods 0.05 Top Holding The Federal Bank 1.56 Bajaj Finance 3.76 Maruti Suzuki India 2.91 Shriram Finance 1.77 Tech Mahindra 2.66 Tata Consultancy 0.03 AU Small Finance Bank 0.47 Cipla 1.55 Tata Motors Passenger Vehicles 0.92 Info Edge (India) 0.94 Gland Pharma 4.64 Larsen & Toubro 2.56 Kwality Wall's (India) 0.02 Go Fashion (India) 0.33 Bharti Airtel 6.1 Wipro 1.95 HCL Technologies 3.12 Trent 1.67 Godrej Consumer 0.5 Symphony 0.67 Torrent Pharmaceuticals 1.39 Eternal 1.77 Tata Motors 2.39 TVS Motor Company 2.98 HDFC Bank 6.58 Kotak Mahindra Bank 1.93 ICICI Prudential 0.81 State Bank of India 3.55 Titan Company 1.04 Cholamandalam Investment and Finance Company 2.86 Jyoti CNC Automation 0.05 Infosys 3.82 Ultratech Cement 1.19 Craftsman Automation 1.21 ICICI Bank 7.41 Varun Beverages 2.15 Reliance Industries 3.52 LTIMindtree 1.06 Sun Pharmaceutical Industries 1.45 Amber Enterprises India 1.24 Nuvama Wealth Management 1.75 Tata Consumer Products 2.14 Coforge 1.89 SBI Life Insurance Company 1.05 Samvardhana Motherson 0.81 TVS Motor Company - Pref. Shares 0.03 Apollo Hospitals Enterprise 1.03

Debt & Others (4.76%) Sector Allocation Net Receivables 1.81 CBLO 2.95 Debt Credit Ratings Debt Category Others 4.77

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-Growth Ret 1M -1.13% Ret 1Y 10.06% Ret 3Y 15.84% Ret 5Y 11.06%

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Ret 1M -1.13% Ret 1Y 10.06% Ret 3Y 15.84% Ret 5Y 11.06%

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M -1.13% Ret 1Y 10.06% Ret 3Y 15.84% Ret 5Y 11.06%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-Growth Ret 1M -1.33% Ret 1Y 6.13% Ret 3Y 13.15% Ret 5Y 8.74%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Payout Ret 1M -1.33% Ret 1Y 6.13% Ret 3Y 13.15% Ret 5Y 8.74%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M -1.33% Ret 1Y 6.13% Ret 3Y 13.15% Ret 5Y 8.74%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund - Growth Ret 1M -1.86% Ret 1Y 6.77% Ret 3Y 17.89% Ret 5Y 12.99%

Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund-IDCW Ret 1M -1.86% Ret 1Y 6.77% Ret 3Y 17.89% Ret 5Y 12.99%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.25%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Shreyash Devalkar

Education Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University

Experience Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Hitesh Das

Education Mr. Das is a PGDM, M.Tech, B.Tech

Experience Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.

Vishal Agarwal

Education Mr. Agarwal has done MMS

Experience Prior to joining Axis Mutual Fund, he has worked with Blackrock Hongkong Inc and Standard Charted Bank Ltd.

Krishnaa Narayan

Education She is a Chartered Accountant

Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 4

Date of Incorporation 2020-02-12

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.