38
ESGAvoid
Axis ESG InteGration Strategy
Axis · Direct–Growth · rank #9 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-3.9%
-1.8% vs index
3 Years
8.4%
-1.4% vs index
5 Years
5.4%
-4.1% vs index
Since launch
12.8%
Year-by-year performance
2021
+26.6%-4.0% vs index
2022
-10.6%-14.4% vs index
2023
+25.9%-0.7% vs index
2024
+17.1%+1.4% vs index
2025
+4.2%-3.5% vs index
2026
-5.3%-1.6% vs index
Why this score
Axis ESG InteGration Strategy scores 38/100 — #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 return5.43% · 6th percentile in category
Volatility13.45 · 83rd percentile in category
Expense ratio1.79% · 15th percentile in category
Sharpe ratio0.41 · 28th percentile in category
Fund size1065.59 Cr · 75th percentile in category
Alpha-1.58 · 28th percentile in category
Top holdings
1.ICICI Bank Ltd6.33%
2.Bajaj Finance Ltd5.77%
3.Titan Company Ltd5.23%
4.Shriram Transport Finance Company Ltd4.48%
5.Axis Bank Ltd3.63%
42 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.