Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 37/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)9.06%
- Expense ratio (20%)1.83%
- AUM (15%)₹1,083 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Equity · Thematic
₹22.58
AUM: ₹1,082 Cr
NAV updated 18 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.83%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Fund Manager
Jinesh Gopani
Inception
Feb 2020
Benchmark
NIFTY 100 ESG Total Return Index
Sharpe Ratio
-0.53
Std Dev (1Y)
12.13%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.74%
3m
+3.48%
6m
+3.82%
1y
-0.7%
3y
+9.06%
5y
+5.84%
10y
—
since inception
+13.05%
TopFund's Take on Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option lags behind most of its peers in the Thematic category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 37/100.
Cost: At 1.83%, the expense ratio runs 85% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.53 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 12.13% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Aditya Birla Sun Life Nifty India Defence Index Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund
Nippon India Nifty Auto Index Fund - Direct Plan- Growth Option
Nippon India Mutual Fund
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option
ICICI Prudential Mutual Fund
Groww Nifty India Defence ETF
Groww Mutual Fund
TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is ₹22.58. NAV is updated every business day after market close by AMFI.
1Y: -0.7% · 3Y CAGR: 9.06% · 5Y CAGR: 5.84%
The expense ratio of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is 1.83% per annum. This is the annual fee charged by the fund to manage your investment.
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is managed by Jinesh Gopani at Axis Mutual Fund.
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis ESG Integration Strategy Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is ₹1,083 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.