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InvestVerdict

Axis ESG Integration Strategy Fund

Direct Plan · Growth Option · Sectoral / Thematic · Scheme code 147928

NAV₹22.9500as on 27 Aug 2026
Fund houseAxis Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Growth Option
History6.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.024.050.53 1.7810.476.80 ——13.36
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 6.9716.9114.34 —15.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 14.3% 0.28 0.39 0.73 -0.22% -24.3% 77.84
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 78 months this scheme and its benchmark share.

Growth of ₹100 since launch

71133195256202220242026InvestVerdict

Drawdown from peak (%)

0%-9%-17%-26%202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
274 -14.8% 9.9% 64.2% 27%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis ESG Integration Strategy Fund

Direct Plan · Growth Option

Allocation

By asset

Equity91.84%
Cash & Equivalents8.14%

By market cap

Large Cap67.99%
Mid Cap9.73%
Small Cap14.12%

Concentration

Number of stocks44
Top 5 stocks23.27%
Top 10 stocks40.58%
Top 20 stocks65.31%
Largest holding6.17%
Largest sectorBanks 20.31%
Effective stocks37.0
Cash8.14%
InvestVerdict

Axis ESG Integration Strategy Fund

Direct Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Unclassified8.02%
2— Banks6.17%
3— Banks4.87%
4— Consumer Durables4.22%
5— IT - Software4.03%
6— Finance3.98%
7— Banks3.67%
8— Banks3.63%
9— Petroleum Products3.62%
10— Pharmaceuticals & Biotechnology3.54%
11— Healthcare Services2.85%
12— Automobiles2.84%
13— Consumer Durables2.65%
14— Beverages2.61%
15— Electrical Equipment2.59%
16— Pharmaceuticals & Biotechnology2.54%
17— Electrical Equipment2.48%
18— Finance2.45%

Sector split

Banks — 20.3%Cash & Equivalents — 8.1%IT - Software — 7.6%Consumer Durables — 7.1%Pharmaceuticals & Biotechnology — 6.6%Finance — 6.4%Electrical Equipment — 6.1%Automobiles — 5.4%Healthcare Services — 4.3%Other — 28.1%Banks20.3%Cash & Equivalents8.1%IT - Software7.6%Consumer Durables7.1%Pharmaceuticals & Biotech…6.6%Finance6.4%Electrical Equipment6.1%Automobiles5.4%Healthcare Services4.3%Other28.1%
Banks20.31%
Cash & Equivalents8.14%
IT - Software7.55%
Consumer Durables7.12%
Pharmaceuticals & Biotechnology6.62%
Finance6.43%
Electrical Equipment6.08%
Automobiles5.37%
Healthcare Services4.31%
Petroleum Products3.62%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹733,938 ₹133,938 8.00%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.