Axis ESG Integration Strategy Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Equity: Thematic-ESG |
| Launch Date: 12-02-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 ESG TRI |
| TER: 2.71% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 998.02 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.65% | Exit Load: If redeemed / switched-out within 12 months - For 10% of investment: Nil.For remaining investment: 1%.If redeemed/switched out after 12 months from the date of allotment: Nil. |
13.07
0.04 (0.306%)
10.27%
Benchmark: 12.04%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.11 |
| Sharpe Ratio | 0.42 |
| Alpha | -4.03 |
| Beta | 0.95 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis ESG Integration Strategy Fund - Regular Plan - IDCW | 12-02-2020 | -8.66 | -6.4 | 6.06 | 2.26 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.2%
Others
11.39%
Large Cap
49.33%
Mid Cap
17.08%
