VA
Vishal AgarwalLead
Since Sep 2024
AUM managed
₹1,073.15Cr
Tenure
Since Sep 2024
Funds
1
Axis ESG Integration Strategy Reg Gr
ESGAxis Mutual Fund
NAV
₹19.96
+0.00% today
AUM
₹1,073.15 Cr
Fund size
Expense
2.57%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#5 of 9
Risk-o-meterVery High Risk
BenchmarkNifty 100 ESG TR INR (100%)
Number of holdings42
Inception12 Feb 2020
Exit load1.0
Risk metrics
Alpha-1.69
Beta0.87
Sharpe ratio0.28
Standard deviation13.42%
Sortino ratio0.39
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
KN
Krishnaa NLead
Since Aug 2025
AUM managed
₹1,64,778.67Cr
Tenure
Since Aug 2025
Funds
24
About Axis ESG Integration Strategy Reg Gr
Axis ESG Integration Strategy Reg Gr is an open-ended ESG mutual fund scheme offered by Axis Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹19.96 per unit and the scheme manages ₹1,073.15 Cr in assets under management. The fund charges an expense ratio of 2.57% and is benchmarked against Nifty 100 ESG TR INR (100%). Over the trailing 5 years, Axis ESG Integration Strategy Reg Gr has delivered +2.88% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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 ESGIntegration approach. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Axis ESG Integration Strategy Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -1.53% | -3.51% |
| 3 months | -5.00% | -4.68% |
| 6 months | -2.01% | +0.38% |
| 1 year | -7.81% | -5.15% |
| 3 years | +6.64% | +7.80% |
| 5 years | +2.88% | +5.98% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -6.35% |
| 3 months | +4.52% | -2.98% |
| 6 months | +0.81% | +8.20% |
| 1 year | +1.97% | -3.87% |
| 3 years | +30.97% | +23.26% |
| 5 years | +41.76% | +36.89% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Axis ESG Integration Strategy Reg Gr — frequently asked questions
What is the NAV of Axis ESG Integration Strategy Reg Gr?
The latest net asset value (NAV) of Axis ESG Integration Strategy Reg Gr is ₹19.96 per unit, 0.00% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Axis ESG Integration Strategy Reg Gr delivered?
Axis ESG Integration Strategy Reg Gr has returned +2.88% over the trailing 5 years (1 year: -7.81%, 3 years: +6.64%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Axis ESG Integration Strategy Reg Gr?
Axis ESG Integration Strategy Reg Gr charges an expense ratio of 2.57% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Axis ESG Integration Strategy Reg Gr?
SEBI's riskometer classifies Axis ESG Integration Strategy Reg Gr as Very High Risk, which is typical for a ESG scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Axis ESG Integration Strategy Reg Gr?
You can start a SIP in Axis ESG Integration Strategy Reg Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Axis ESG Integration Strategy Reg Gr?
Axis ESG Integration Strategy Reg Gr is managed by Axis Mutual Fund, holds ₹1,073.15 Cr in assets under management and invests across 42 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Axis Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- ESG
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF846K01W56
- Scheme code
- FS0000FTO1