Axis ESG Integration Strategy Fund vs Baroda BNP Paribas ESG Best-in-Class Strategy Fund
Axis ESG Integration Strategy Fund and Baroda BNP Paribas ESG Best-in-Class Strategy Fund are both ESG Funds. As of 4 Nov 2026 (Direct plan, Growth option): 3-year CAGR +8.59% vs —, 5-year CAGR +4.87% vs —, volatility 13.47% vs —, maximum drawdown −24.30% vs −10.15%. Their portfolios overlap by 18.6% (9 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| Fund house | Axis Mutual Fund | Baroda BNP Paribas Mutual Fund |
| Compared as | ESG Funds | ESG Funds |
| NAV | ₹21.9800 | ₹10.2778 |
| NAV date | 4 Nov 2026 | 4 Nov 2026 |
| Launched (first NAV) | 18 Feb 2020 | 6 Mar 2026 |
| Track record | 6.7 yrs | 0.7 yrs |
| Fund size (AUM) | ₹993 Cr | ₹564 Cr |
| Securities held | 41 | 52 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| 1 month | +1.52% | +4.23% |
| 3 months | −4.72% | −4.86% |
| 6 months | −1.57% | −1.31% |
| 1 year | −5.95% | — |
| 3 years (CAGR) | +8.59% | — |
| 5 years (CAGR) | +4.87% | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +12.29% | — |
| SIP return (XIRR, 5 years) ⓘ | +5.80% | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| 2026 (year to date) | −6.98% | — |
| 2025 | +4.19% | — |
| 2024 | +17.09% | — |
| 2023 | +25.86% | — |
| 2022 | −10.63% | — |
| 2021 | +26.62% | — |
Risk
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| Volatility (annualised) ⓘ | 13.47% | — |
| Downside volatility ⓘ | 10.26% | — |
| Sharpe ratio ⓘ | 0.16 | — |
| Sortino ratio ⓘ | 0.20 | — |
| Maximum drawdown ⓘ | −24.30% | −10.15% |
| Recovery from that fall | 17 months | — |
| Current fall from peak | −11.34% | −5.06% |
| Rolling 1-year return: worst | −16.36% | — |
| Rolling 1-year return: median | +9.63% | — |
| Rolling 1-year return: best | +70.80% | — |
| Share of 1-year periods with a loss | 28.25% | — |
Against each fund's benchmark
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| Beta ⓘ | 0.86 | — |
| Alpha (Jensen's, annualised) ⓘ | −1.91% | — |
| R² ⓘ | 91.89 | — |
| Upside capture | 87.42% | — |
| Downside capture | 94.96% | — |
| Tracking error | 4.55% | — |
| Information ratio | -0.55 | — |
| Treynor ratio | 1.40 | — |
Portfolio
Asset mix
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| Equity | 88.61% | 96.29% |
| Cash & equivalents | 11.36% | 1.97% |
| Debt | 0.00% | 1.74% |
Market-cap split (share of fund assets)
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| Large Cap | 50.69% | 74.54% |
| Mid Cap | 14.75% | 12.62% |
| Small Cap | 21.10% | 9.13% |
| Unclassified | 2.07% | 0.00% |
Concentration
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| Top 10 holdings | 48.93% | 42.05% |
| Effective number of stocks ⓘ | 29.4 | 35.2 |
| Securities held | 41 | 52 |
Portfolio overlap: 18.6%
9 companies are held by both funds; by weight, 18.6% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy |
|---|---|---|
| ICICI Bank Limited | 6.21% | 7.02% |
| Axis Bank Limited | 3.70% | 2.54% |
| Bajaj Finance Limited | 5.66% | 2.38% |
| Shriram Finance Limited | 4.29% | 1.83% |
| Titan Company Limited | 5.08% | 1.63% |
| Pidilite Industries Limited | 2.95% | 1.28% |
| Eicher Motors Ltd. | 1.17% | 1.13% |
| SBI Life Insurance Company Limited | 1.03% | 1.49% |
| Varun Beverages Limited | 2.28% | 0.57% |
Top 10 holdings
Axis ESG Integration Strategy
- Reliance Industries Limited8.25%
- Clean Max Enviro Energy Solutions Limited6.94%
- ICICI Bank Limited6.21%
- Bajaj Finance Limited5.66%
- Titan Company Limited5.08%
- Shriram Finance Limited4.29%
- Axis Bank Limited3.70%
- Piramal Finance Limited3.05%
- Pidilite Industries Limited2.95%
- PVR INOX Limited2.80%
Baroda BNP Paribas ESG Best-in-Class Strategy
- ICICI Bank Limited7.02%
- Bharti Airtel Limited6.02%
- HDFC Bank Limited5.42%
- Infosys Limited4.76%
- Eternal Limited4.34%
- State Bank of India3.06%
- Mahindra & Mahindra Limited3.03%
- Tech Mahindra Limited2.92%
- Torrent Pharmaceuticals Limited2.81%
- Bosch Limited2.67%
Sector exposure
| Axis ESG Integration Strategy | Baroda BNP Paribas ESG Best-in-Class Strategy | |
|---|---|---|
| Banks | 9.91% | 19.14% |
| Finance | 14.03% | 4.90% |
| IT - Software | 2.32% | 10.94% |
| Automobiles | 1.17% | 9.38% |
| Pharmaceuticals & Biotechnology | 9.12% | 4.32% |
| Petroleum Products | 8.25% | 0.00% |
| Power | 6.94% | 5.55% |
| Electrical Equipment | 6.14% | 4.01% |
| Telecom - Services | 0.00% | 6.02% |
| Consumer Durables | 5.76% | 1.63% |
| Retailing | 0.00% | 5.74% |
| Leisure Services | 5.32% | 0.00% |
| Auto Components | 0.58% | 3.79% |
| Chemicals & Petrochemicals | 2.95% | 3.60% |
Questions people ask
What is the difference between Axis ESG Integration Strategy and Baroda BNP Paribas ESG Best-in-Class Strategy returns?
As of 4 Nov 2026, Direct plan Growth option: 1-year return −5.95% vs —; 3-year CAGR +8.59% vs —; 5-year CAGR +4.87% vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do Axis ESG Integration Strategy and Baroda BNP Paribas ESG Best-in-Class Strategy compare on risk?
Volatility (36 monthly returns, annualised) 13.47% vs —; Sharpe ratio 0.16 vs —; Sortino ratio 0.20 vs —; maximum drawdown −24.30% vs −10.15%; beta 0.86 vs —.
How much do Axis ESG Integration Strategy and Baroda BNP Paribas ESG Best-in-Class Strategy overlap?
By weight, 18.6% of the two portfolios is invested in the same companies; 9 stocks are held by both, the largest shared positions being ICICI Bank Limited, Axis Bank Limited, Bajaj Finance Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Axis ESG Integration Strategy and Baroda BNP Paribas ESG Best-in-Class Strategy?
Axis ESG Integration Strategy: large cap 50.7%, mid cap 14.8%, small cap 21.1%. Baroda BNP Paribas ESG Best-in-Class Strategy: large cap 74.5%, mid cap 12.6%, small cap 9.1% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 4 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.