FundLens
35
ESGAvoid

Axis ESG InteGration Strategy

Axis · Direct–Growth · rank #9 of 10 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.7%
-2.4% vs index
3 Years
9.7%
-1.9% vs index
5 Years
6.2%
-4.2% vs index
Since launch
13.2%

Year-by-year performance

last entry = YTD
2021
+26.6%
2022
-10.6%
2023
+25.9%
2024
+17.1%
2025
+4.2%
2026
-3.9%

Why this score

Axis ESG InteGration Strategy scores 35/100 — #9 of 10 ESG fund (Avoid). It stands out for volatility and fund size — beating 83% of peers on volatility. The main drag is its 5y return (better than only 6% of peers).

Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.

5Y return6.16% · 6th percentile in category
3Y return9.66% · 19th percentile in category
Volatility13.57 · 83rd percentile in category
Expense ratio1.69% · 15th percentile in category
Fund size1072.50 Cr · 75th percentile in category
Alpha-1.61 · 33rd percentile in category

Top holdings

top 5 = 25.6% of portfolio
1.ICICI Bank Ltd6.19%
2.Bajaj Finance Ltd6.17%
3.Titan Company Ltd4.95%
4.HDFC Bank Ltd4.8%
5.Reliance Industries Ltd3.51%

42 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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