Loading mutual fund details…
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option is an equity scheme managed by Axis Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 11.84%, with the bottom and top quartiles at 10.50% and 14.01% respectively. It has ranked in the top half of its category for 0 of the last 5 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.25% on assets of ₹1,080Cr. The fund is currently managed by Ms. Krishnaa N, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 96% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| STATE BANK OF INDIA | Financial Services | 6.78% |
| HDFC BANK LIMITED | Financial Services | 6.44% |
| INFOSYS LIMITED | Technology | 4.06% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.88% |
| ICICI BANK LIMITED | Financial Services | 3.65% |
| AXIS BANK LIMITED | Financial Services | 3.55% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 3.31% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.27% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 2.85% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 2.64% |
| REC LIMITED | Financial Services | 2.55% |
| Varun Beverages Ltd | Consumer Defensive | 2.52% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 2.32% |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED | Industrials | 2.28% |
| NTPC LIMITED | Utilities | 2.23% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.91% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 1.87% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 1.69% |
| BSE LIMITED | Financial Services | 1.65% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 1.48% |
| CUMMINS INDIA LIMITED | Industrials | 1.47% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.44% |
| CRAFTSMAN AUTOMATION LIMITED | Consumer Cyclical | 1.37% |
| STAR HEALTH AND ALLIED INSURANCE COMPANY LTD. | Financial Services | 1.25% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 1.17% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 8 | 34.56% |
| Healthcare | 4 | 8.76% |
| Information Technology | — | 7.44% |
| Capital Goods | — | 7.12% |
| Automobile and Auto Components | — | 6.74% |
| Consumer Durables | — | 5.55% |
| Oil, Gas & Consumable Fuels | — | 4.93% |
| Fast Moving Consumer Goods | — | 4.84% |
| Consumer Services | — | 2.65% |
| Power | — | 2.23% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -17.32% | -1.55% | 8.95% | 26.62% | 65.04% | 71.4% |
| 3Y | 6.60% | 10.50% | 11.84% | 14.01% | 17.89% | 100.0% |
| 5Y | 6.77% | 8.48% | 11.72% | 14.71% | 16.96% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 40.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| quant ESG Integration Strategy Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹264 Cr | 2.65% | +19.66% | +19.85% | 5★ |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | Aditya Birla Sun Life Mutual Fund | ₹566 Cr | 2.41% | +11.25% | +9.25% | 5★ |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | SBI Mutual Fund | ₹5,265 Cr | 1.87% | +10.01% | +9.89% | 3★ |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹752 Cr | 2.37% | +9.44% | +7.48% | 3★ |
| Invesco India ESG Integration Strategy Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹376 Cr | 2.56% | +8.39% | +7.98% | 1★ |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION | Quantum Mutual Fund | ₹92 Cr | 2.18% | +8.04% | +7.91% | 2★ |
| Baroda BNP Paribas Best-in-Class Strategy Fund - Regular - Growth Option | Baroda BNP Paribas Mutual Fund | ₹647 Cr | 2.42% | — | — | — |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹53 Cr | 2.47% | — | — | 1★ |