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Fund Overview of Axis Esg Integration Strategy Fund Regular-idcw
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₹1,062.2 CrAUM
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₹13.58NAV
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2.69%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Esg Integration Strategy Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 5.26% | NA | 1.93% |
| 6 Months | -4.24% | NA | 9.88% |
| 1 Year | -1.52% | -1.52% | -1.38% |
| 2 Years | 1.61% | 0.80% | 17.04% |
| 3 Years | 29.61% | 9.03% | 15.48% |
| 5 Years | 41.57% | 7.20% | 17.71% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Axis Esg Integration Strategy Fund Regular-idcw with other mutual funds in the same category
Axis Esg Integration Strategy Fund Regular-idcw
Quant Esg Integration Strategy Fund Direct-growth
Quant Esg Integration Strategy Fund Direct-idcw
Asset Allocation
equities
91.86%debt instruments
8.02%other assets or cash equivalents
0.12%Axis Esg Integration Strategy Fund Regular-idcw is one Equity mutual fund offered by Axis Mutual Fund. Launched on 12 Feb 2020, the fund aims Capital appreciation over long term. Investments Investments using an integration approach to identify companies demonstrating sustainable practices across Environment, Social and Governance (ESG) parameters. It manages assets worth ₹1,062.2 crore as on Sun May 31, 2026. The expense ratio stands at 2.69%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Esg Integration Strategy Fund Regular-idcw
The portfolio allocation consists of 91.86% in equities, 8.02% in debt instruments, 0.12% in other assets or cash equivalents.Managed by Krishnaa Narayan, it has delivered a return of -1.52% in the last year, a total return since inception of 12.23%.
The latest dividend was declared on 18 Mar 2026 at 11.70% of face value.
Choosing the right best sip investment has a vital role in systematic investing.
Key Metrics of Axis Esg Integration Strategy Fund Regular-idcw
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Standard Deviation13.54%
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Sharpe Ratio0.32%
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Alpha-0.93%
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Beta0.90%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Esg Integration Strategy Fund Direct-growth  |
₹294 | 6.86% | 24.91% | 16.21% | 21.06% | 21.30% |
| Quant Esg Integration Strategy Fund Direct-idcw |
₹294 | 6.86% | 24.91% | 16.21% | 21.06% | 21.30% |
| Quant Esg Integration Strategy Fund Regular-growth |
₹294 | 6.72% | 24.42% | 14.47% | 19.17% | 19.41% |
| Quant Esg Integration Strategy Fund Regular-idcw |
₹294 | 6.72% | 24.42% | 14.47% | 19.17% | 19.41% |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹1,319 | 1.71% | 4.29% | -4.27% | 15.05% | 11.84% |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹1,319 | 1.71% | 4.29% | -4.27% | 15.05% | 11.84% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹5,249 | 3.75% | 6.37% | -0.07% | 11.20% | 10.86% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹5,249 | 3.75% | 6.37% | -0.07% | 11.20% | 10.86% |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-growth |
₹559 | 2.82% | 5.22% | 0.42% | 12.86% | 10.63% |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-idcw |
₹559 | 2.82% | 5.22% | 0.42% | 12.86% | 10.63% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Esg Integration Strategy Fund Regular-growth
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₹1,062 | 2.61% | 5.26% | -4.24% | -1.52% | 9.03% |
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Axis Esg Integration Strategy Fund Direct-growth
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₹1,062 | 2.69% | 5.49% | -3.85% | -0.62% | 10.06% |
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Axis Esg Integration Strategy Fund Direct-idcw
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₹1,062 | 2.69% | 5.49% | -3.85% | -0.62% | 10.06% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Esg Exclusionary Strategy Fund-growth |
₹5,249 | ₹236.28 | 10.52% | 10.15% | 11.91% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹5,249 | ₹260.29 | 11.20% | 10.86% | 12.74% |
| SBI Esg Exclusionary Strategy Fund-idcw |
₹5,249 | ₹73.90 | 10.52% | 10.15% | 11.91% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹5,249 | ₹93.44 | 11.20% | 10.86% | 12.74% |
| ICICI Prudential Esg Exclusionary Strategy Fund-growth |
₹1,319 | ₹21.02 | 13.73% | 10.46% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹1,319 | ₹22.63 | 15.05% | 11.84% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund-idcw |
₹1,319 | ₹14.29 | 13.73% | 10.46% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹1,319 | ₹15.73 | 15.05% | 11.84% | - |
| Axis Esg Integration Strategy Fund Regular-growth |
₹1,062 | ₹20.80 | 9.03% | 7.20% | - |
| Axis Esg Integration Strategy Fund Direct-growth |
₹1,062 | ₹22.50 | 10.06% | 8.43% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 8.02% | ₹85.19 Cr |
| State Bank Of India | Financial | 6.17% | ₹65.58 Cr |
| Hdfc Bank Ltd | Financial | 4.87% | ₹51.78 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.22% | ₹44.83 Cr |
| Infosys Ltd | Technology | 4.03% | ₹42.77 Cr |
| Bajaj Finance Ltd | Financial | 3.98% | ₹42.32 Cr |
| Icici Bank Ltd | Financial | 3.67% | ₹38.95 Cr |
| Axis Bank Ltd | Financial | 3.63% | ₹38.60 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.62% | ₹38.41 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 3.54% | ₹37.61 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.85% | ₹30.25 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 2.84% | ₹30.15 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 2.65% | ₹28.12 Cr |
| Varun Beverages Ltd | Consumer Staples | 2.61% | ₹27.73 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 2.59% | ₹27.52 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 2.54% | ₹26.99 Cr |
| Td Power Systems Ltd | Industrials | 2.48% | ₹26.37 Cr |
| Rec Ltd | Financial | 2.45% | ₹26.04 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.41% | ₹25.57 Cr |
| Ntpc Ltd | Energy & Utilities | 2.19% | ₹23.21 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Esg Integration Strategy Fund Direct-growth |
₹41.31 | 21.06% | 21.30% | - |
| Quant Esg Integration Strategy Fund Direct-idcw |
₹41.26 | 21.06% | 21.30% | - |
| Quant Esg Integration Strategy Fund Regular-growth |
₹37.88 | 19.17% | 19.41% | - |
| Quant Esg Integration Strategy Fund Regular-idcw |
₹37.70 | 19.17% | 19.41% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹22.63 | 15.05% | 11.84% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹15.73 | 15.05% | 11.84% | - |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹260.29 | 11.20% | 10.86% | - |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹93.44 | 11.20% | 10.86% | - |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-growth |
₹18.96 | 12.86% | 10.63% | - |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-idcw |
₹15.40 | 12.86% | 10.63% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Esg Integration Strategy Fund Regular-idcw
What is the current AUM of Axis Esg Integration Strategy Fund Regular-idcw?
As of Sun May 31, 2026, Axis Esg Integration Strategy Fund Regular-idcw manages assets worth ₹1,062.2 crore
How has Axis Esg Integration Strategy Fund Regular-idcw performed recently?
- 3 Months: 5.26%
- 6 Months: -4.24%
What is the long-term performance of Axis Esg Integration Strategy Fund Regular-idcw?
- 3 Years CAGR: 9.03%
- 5 Years CAGR: 7.20%
- Since Inception: 12.23%
What is the portfolio composition of Axis Esg Integration Strategy Fund Regular-idcw?
Equity: 91.86%, Debt: 8.02%, Others: 0.12%.
Who manages Axis Esg Integration Strategy Fund Regular-idcw?
Axis Esg Integration Strategy Fund Regular-idcw is managed by Krishnaa Narayan from Axis Mutual Fund.
When was the last dividend declared by Axis Esg Integration Strategy Fund Regular-idcw?
Latest dividend was declared on 18 Mar 2026 at 11.70% of face value.
What is the market-cap allocation of Axis Esg Integration Strategy Fund Regular-idcw?
Large Cap: 74.14%, Mid Cap: 10.49%, Small Cap: 15.37%.
Which are the top companies Axis Esg Integration Strategy Fund Regular-idcw has invested in?
- Others CBLO – 8.02% of the fund's portfolio
- State Bank of India – 6.17% of the fund's portfolio
- HDFC Bank Ltd – 4.87% of the fund's portfolio
- Titan Company Ltd – 4.22% of the fund's portfolio
- Infosys Ltd – 4.03% of the fund's portfolio
Which are the major sectors Axis Esg Integration Strategy Fund Regular-idcw focuses on?
- Financial – 24.79% of the fund's portfolio
- Consumer Discretionary – 9.71% of the fund's portfolio
- Healthcare – 8.93% of the fund's portfolio
- Unspecified – 8.02% of the fund's portfolio
- Energy & Utilities – 5.80% of the fund's portfolio
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