Axis Esg Integration Strategy Fund Growth Direct Plan

20.49
NAV (Apr 25,2024)

Axis ESG Integration Strategy Fund is a growth-oriented mutual fund that focuses on integrating environmental, social, and governance (ESG) factors into its investment strategy. With an expense ratio of 1.36%, it aims to deliver long-term capital appreciation. The fund has a minimum investment requirement of ₹100 and does not have any lock-in period. Established on February 12, 2020, this direct plan has an assets under management (AUM) of ₹1,369.75. It is a unique fund that aligns your investments with sustainability goals.

Axis Esg Integration Strategy Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Axis Esg Integration Strategy Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    55.12
  • P/B Ratio
    UM_URBAN_MONEY

    12.39
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    0.76
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.35%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1371.78 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,638.63 (6.39%)12,138.63 (21.39%)13,193.82 (31.94%)14,688.17 (46.88%)-- (--)
31,915.89 (6.39%)36,415.89 (21.39%)39,581.46 (31.94%)44,064.51 (46.88%)-- (--)
53,193.15 (6.39%)60,693.15 (21.39%)65,969.1 (31.94%)73,440.85 (46.88%)-- (--)
85,109.04 (6.39%)97,109.04 (21.39%)1,05,550.56 (31.94%)1,17,505.36 (46.88%)-- (--)
1,06,386.3 (6.39%)1,21,386.3 (21.39%)1,31,938.2 (31.94%)1,46,881.7 (46.88%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Torrent Power Limited7.29%
  • ICICI Bank Limited4.58%
  • Infosys Limited4.37%
  • Tata Consultancy Services Limited3.41%
  • Trent Limited3.16%
  • Tata Motors Limited2.90%
  • Titan Company Limited2.63%
  • Bharti Airtel Limited2.60%
  • Nestle India Limited2.49%
  • Clearing Corporation of India Ltd2.30%
  • Kotak Mahindra Bank Limited2.07%
  • Tech Mahindra Limited2.05%
  • HDFC Bank Limited1.98%
  • Mahindra & Mahindra Limited1.96%
  • Microsoft Corp1.78%
  • Wipro Limited1.75%
  • Bajaj Finance Limited1.75%
  • ABB India Limited1.66%
  • Sona BLW Precision Forgings Limited1.61%
  • Larsen & Toubro Limited1.56%
  • Cholamandalam Investment and Finance Company Ltd1.54%
  • Zomato Limited1.53%
  • TVS Motor Company Limited1.39%
  • Coforge Limited1.38%
  • Tata Consumer Products Limited1.36%
  • Colgate Palmolive India Limited1.34%
  • Cipla Limited1.31%
  • State Bank of India1.26%
  • Eicher Motors Limited1.23%
  • Avenue Supermarts Limited1.15%
  • Alphabet Inc A1.10%
  • ICICI Prudential Life Insurance Company Limited1.06%
  • Tata Power Company Limited1.01%
  • Net Receivables Payables0.90%
  • Go Fashion India Limited0.88%
  • Elevance Health Inc0.87%
  • Persistent Systems Limited0.87%
  • HITACHI Limited0.86%
  • SBI Life Insurance Company Limited0.83%
  • Taiwan Semiconductor Manufacturing Co Ltd0.82%
  • Varun Beverages Limited0.81%
  • UltraTech Cement Limited0.77%
  • ASML Holding NV0.75%
  • Banco Bilbao Vizcaya Argentaria0.75%
  • Craftsman Automation Limited0.75%
  • Info Edge India Limited0.70%
  • Godrej Consumer Products Limited0.68%
  • Relx Plc0.65%
  • Salesforce Inc0.65%
  • Booking Holdings Inc0.65%
  • Thermo Fisher Scientific Inc0.64%
  • Unilever PLC0.63%
  • Bank of Baroda0.62%
  • Mastercard Incorporated0.62%
  • Bunzl PLC0.61%
  • Mankind Pharma Limited0.60%
  • Raia Drogasil0.59%
  • Lowes Cos Inc0.59%
  • SAP SE0.56%
  • Intuit Inc0.56%
  • Visa Inc0.55%
  • JB Chemicals & Pharmaceuticals Limited0.54%
  • eClerx Services Limited0.52%
  • Symphony Limited0.51%
  • EMERSON ELECTRIC CO0.51%
  • Minda Corporation Limited0.49%
  • DBS Group Holdings Ltd0.47%
  • Adobe Inc0.46%
  • Dr Reddy s Laboratories Limited0.45%
  • Texas Instruments Inc0.44%
  • Rainbow Childrens Medicare Limited0.40%
  • Roche Holding Ltd0.39%
  • AIA Group Ltd0.38%
  • Arm Holdings Plc0.35%
  • Greggs PLC0.35%
  • INTEL CORP0.34%
  • Jyothy Labs Limited0.34%
  • Canara Bank0.34%
  • Spirax Sarco Engineering PLC0.32%
  • LULULEMON ATHLETICA INC0.31%
  • TeamLease Services Limited0.31%
  • Reckitt Benckiser Group PLC0.30%
  • Indian Bank0.30%
  • Astrazeneca PLC0.28%
  • CreditAccess Grameen Limited0.20%
  • Kingfisher PLC0.19%
  • Norsk Hydro As0.16%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

46.50%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

31.83%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

30.59%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

29.22%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

28.65%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

25.47%

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

19.69%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

19.43%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

15.34%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

84.78%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

50.84%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

44.41%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

41.29%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

41.10%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

37.11%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

36.02%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.67%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.53%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.58%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

16.26%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

15.28%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

27.16%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

22.99%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

21.76%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

19.62%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

19.28%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

9.31%

Fund Managers

SD

Mr. Shreyash DevalkarFund Manager - Equities

Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital. Thereafter, he worked with IDFC Asset Management. His earlier stints include about two years of experience in Credit Analysis with JP Morgan Services India and Calyon bank.

HD

Mr. Hitesh DasFund Manager

KN

Mr. Krishnaa N

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