Axis ESG Integration Strategy Fund - Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- 5-Year CAGR of 4.22% demonstrates steady long-term compounding.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.08% | +6.32% | -1.24% |
| 3 Months | -1.74% | -0.20% | -1.54% |
| 6 Months | +1.80% | +5.98% | -4.18% |
| 1 Year | -3.51% | +3.90% | -7.41% |
| 3 Years CAGR | +8.07% | +13.23% | -5.16% |
| 5 Years CAGR | +4.22% | +10.72% | -6.50% |
| Since Inception | +11.40% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Axis ESG Integration Strategy Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -4.79% | +4.03% | -8.82% |
| 2025 | +3.25% | +1.43% | +1.82% |
| 2024 | +16.00% | +20.41% | -4.41% |
| 2023 | +24.47% | +30.70% | -6.23% |
| 2022 | -11.97% | +1.66% | -13.63% |
| 2021 | +24.61% | +30.31% | -5.70% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -17.76% | +13.45% | +8.20% | +67.94% | 68.8% | 9.3% |
| 3-Year Rolling | +6.41% | +12.05% | +11.71% | +20.44% | 100.0% | 0.0% |
| 5-Year Rolling | +2.57% | +10.93% | +10.38% | +19.88% | 100.0% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2021-10-18 | 2022-06-17 | -25.1% | 8 months | 17 months |
| 2020-02-20 | 2020-03-23 | -19.6% | 1 months | 3 months |
| 2024-09-26 | 2026-03-30 | -18.7% | 18 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related instruments of companies with favorable Environmental, Social and Governance (ESG) criteria - (80%-100%), Other Equity and Equity related instruments - (0%-20%)*, Debt & Money Market instruments - (0%-20%), Units issued by InvITs (0%-10%) *The portion of the investment under this category shall not be in contrast to the Integrated strategy of the scheme. | Per Scheme Mandate |
Investment Objective & Strategy
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. However, there can be no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,026 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| QUANTUM ESG BEST IN CLASS STRATEGY FUND | 4.0 | +8.02% | 2.25% | 106.9% | Rs 89.8 cr | Compare → |
| SBI Equity Minimum Variance Fund | 5.1 | +7.91% | 0.82% | 85.6% | Rs 208 cr | Compare → |
| Sundaram Consumption Fund Formerly Known as Sundaram Rural and Consumption Fund | 3.1 | +8.50% | 2.52% | 115.0% | Rs 1,497 cr | Compare → |
| DSP Quant Fund | 4.5 | +7.52% | 1.84% | 93.2% | Rs 747 cr | Compare → |
| quant Business Cycle Fund | 2.9 | +9.36% | - | 125.9% | Rs 938 cr | Compare → |
Frequently Asked Questions about Axis ESG Integration Strategy Fund
What is the expense ratio of Axis ESG Integration Strategy Fund?
Axis ESG Integration Strategy Fund has a total expense ratio (TER) of 2.65% with a base expense ratio of 1.91%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Axis ESG Integration Strategy Fund?
Axis ESG Integration Strategy Fund is managed by Vishal Agarwal (tenure: 2.2 years since 2024-09-16).
What are the historical returns of Axis ESG Integration Strategy Fund?
Axis ESG Integration Strategy Fund delivered a 3-year CAGR of 8.07% and a 5-year CAGR of 4.22%. Its 1-year return stands at -3.51%.
How large is Axis ESG Integration Strategy Fund?
Axis ESG Integration Strategy Fund manages assets of Rs 1,026 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Axis ESG Integration Strategy Fund scored on MFIQ?
Axis ESG Integration Strategy Fund holds an MFIQ Score of 3.4/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis ESG Integration Strategy Fund?
Axis ESG Integration Strategy Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 12.24% with a maximum historical drawdown of -25.09%.