Axis ESG Integration Strategy Fund - Regular Plan - Growth Option
Expense Ratio: 2.25
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 100 ESG TRI
Inception: 22-01-2020
Exit Load: Nil
Fund Size:₹1,211.26 Cr
Performance
1Y
Fund-8.08%
Cat. Avg.N/A
2Y
Fund-5.73%
Cat. Avg.N/A
3Y
Fund6.77%
Cat. Avg.N/A
5Y
Fund2.94%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund10.81%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 69.83 | 6.48% |
| 2 | Clearing Corporation of India Ltd | 64.15 | 5.96% |
| 3 | HDFC Bank Limited | 55.49 | 5.15% |
| 4 | Titan Company Limited | 48.45 | 4.50% |
| 5 | Bajaj Finance Limited | 46.81 | 4.35% |
| 6 | JB Chemicals & Pharmaceuticals Limited | 46.62 | 4.33% |
| 7 | ICICI Bank Limited | 42.63 | 3.96% |
| 8 | Axis Bank Limited | 40.37 | 3.75% |
| 9 | Reliance Industries Limited | 37.62 | 3.49% |
| 10 | Infosys Limited | 36.85 | 3.42% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57565 | -4.1% | -8.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.1% | -4.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.77 L. | -1.8% | -1.2% |
| 5Y | 08 Nov, 21 | 3 L. | 3.35 L. | +11.6% | +4.4% |
| SI | 09 Mar, 20 | 4 L. | 4.99 L. | +24.7% | +6.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91919 | -8.1% | -8.1% |
| 2Y | 16 Oct, 24 | 1 L. | 88859 | -11.1% | -5.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.22 L. | +21.7% | +6.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.15 L. | +15.5% | +2.9% |
| SI | 18 Feb, 20 | 1 L. | 1.98 L. | +98.2% | +10.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.