Fundalysisby DARKHORSESTOCKS

Scheme

Axis ESG Integration Strategy Fund

Holds 41 companies worth ₹880 Cr in Sept 2026.

  • Fund house

    AxisThe fund house that runs this scheme.

  • AUM

    ₹998 CrAxis ESG Integration Strategy Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.3% on Aug 2026, ₹1,066 Cr.

  • Largest holding

    Reliance IndustriesReliance Industries is 8.3% of this scheme's NAV.

  • Fund manager

    Vishal AgarwalRuns its co-manager part since 16 Sept 2024, as the fund house dates it. With Krishnaa N (overseas).

AUM(Mar 2020 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026998−6.3%
Aug 20261,066−0.6%
Jul 20261,072−0.5%
Jun 20261,078+0.1%
May 20261,077−0.3%
Apr 20261,080+7.3%
Mar 20261,007−12.0%
Feb 20261,144−1.0%
Jan 20261,155−3.4%
Dec 20251,196−2.4%
Nov 20251,225−0.4%
Oct 20251,230+3.2%
AUM at month end, Sept 2026
₹998 Cr
−18.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2020 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20268.65%+0.08 pt
Jun 20268.56%+0.10 pt
Mar 20268.46%+0.01 pt
Dec 20258.45%−0.33 pt
Direct plans' share of AUM, Sept 2026
8.65%
+0.20 pt since Dec 2025
Fig. 2.Axis ESG Integration Strategy Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 100 ESG TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.52%−4.61%––−4.51%
3 months *
−4.18%−4.43%––−3.15%
6 months *
−0.23%−0.65%––+4.22%
1 year
−6.38%−7.24%−6.03%−0.36 pt+0.43%
3 years
+7.73%+6.75%+8.86%−1.13 pt+12.61%
5 years
+4.63%+3.48%+6.06%−1.43 pt+11.64%
Since launch
+12.23%+10.86%+12.41%−0.19 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 100 ESG TRI. * From NAVs. Source: AMFI.