Axis ESG Integration Strategy Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.0%
Sharpe Ratio-0.10
Beta0.88
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services7.16%
HDFC Bank LtdFinancial Services6.41%
Bharti Airtel LtdServices5.95%
Clearing Corporation Of India LtdUtilities5.68%
Bajaj Finance LtdFinancial Services4.90%
InterGlobe Aviation LtdCapital Goods3.80%
Infosys LtdTechnology3.46%
Reliance Industries LtdEnergy & Infra3.43%
Eternal LtdConsumers3.10%
AU Small Finance Bank LtdFinancial Services2.96%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.22%
Regulatory & Tax Information
INF846K01W64
ISINDailyDealing Frequency
Morningstar India Sust NR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)