Axis ESG Integration Strategy Fund
1Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
NA
Expense Ratio
1.33%
Min SIP
₹100
Fund Size
₹1062Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
NA
Beta
0.88
Sharpe Ratio
0.114188
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-0.04)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- SBI ESG Exclusionary Strategy Fund
- Kotak Pioneer Fund
- SBI PSU Fund
- Aditya Birla Sun Life Conglomerate Fund
- Sundaram Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Quant ESG Integration Strategy Fund
- Tata Business Cycle Fund
- SBI Equity Minimum Variance Fund
- Sundaram Multi-Factor Fund
- SBI Quality Fund
- UTI-Transportation and Logistics Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant Commodities Fund
- HDFC Consumption Fund
- Kotak Transportation & Logistics Fund
- Bandhan Transportation and Logistics Fund
- Bank of India Business Cycle Fund
- Quant Business Cycle Fund
- Invesco India Business Cycle Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Union Business Cycle Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Mahindra Manulife Manufacturing Fund
- Nippon India Quant Fund
- Franklin India Opportunities Fund
- Tata Ethical Fund
- Quantum ESG Best In Class Strategy Fund
- Motilal Oswal Active Momentum Fund
- Invesco India PSU Equity Fund
- Motilal Oswal Special Opportunities Fund
- Edelweiss Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Axis Quant Fund
- ICICI Prudential Manufacturing Fund
- HSBC Business Cycles Fund
- Kotak ESG Exclusionary Strategy Fund
- Invesco India ESG Integration Strategy Fund
- Axis Innovation Fund
- ICICI Prudential Quant Fund
- ICICI Prudential Commodities Fund
- Aditya Birla Sun Life Business Cycle Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Housing Opportunities Fund
- Quant Quantamental Fund
- The Wealth Company Ethical Fund
- Aditya Birla Sun Life PSU Equity Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Business Cycle Fund
- HSBC India Export Opportunities Fund
- HDFC Transportation and Logistics Fund
- Quant Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- Bandhan Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- WhiteOak Capital Quality Equity Fund
- Axis Momentum Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Quantum Ethical Fund
- Motilal Oswal Quant Fund
- Nippon India Active Momentum Fund
- Union Active Momentum Fund
- 360 ONE Quant Fund
- Kotak Rural Opportunities Fund
- Nippon India Innovation Fund
- Kotak Special Opportunities Fund
- Kotak Active Momentum Fund
- Baroda BNP Paribas Manufacturing Fund
- Bandhan Multi-Factor Fund
- ICICI Prudential Quality Fund
- Union Innovation & Opportunities Fund
- Shriram Multi Sector Rotation Fund
- Bandhan Innovation Fund
- Aditya Birla Sun Life Quant Fund
- ICICI Prudential Conglomerate Fund
- DSP Business Cycle Fund
- ICICI Prudential Equity Minimum Variance Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Defence Fund
- Invesco India Manufacturing Fund
- UTI Innovation Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- Kotak Manufacture in India Fund
- SBI Quant Fund
- Taurus Ethical Fund
- Tata India Innovation Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential Rural Opportunities Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing Fund
- Qsif Sector Rotation Long-Short Fund
Vishal Agarwal
Axis Mutual FundTotal assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Axis ESG Integration Strategy Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Axis ESG Integration Strategy Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Axis ESG Integration Strategy Fund has an AUM of ₹1062.16 Cr as on 6/19/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.09%. The risk is Very High against the category average of 60.51.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Axis ESG Integration Strategy Fund.
Ans. The expense ratio of Axis ESG Integration Strategy Fund is 1.33%.