Should I invest in Axis ESG Integration Strategy Fund?

We don't give personal investment advice. Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.3%. 5-year CAGR: 8.14%.

Axis

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option

Latest NAV

₹21.8100

As of

3 Jun 2026

1,556 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.46%	+0.27%	+0.19	90 / 258	Q2
1W	-1.66%	-1.34%	-0.33	143 / 258	Q3
2W	-0.14%	+0.04%	-0.17	144 / 259	Q3
1M	-0.68%	-0.39%	-0.29	130 / 259	Q3
3M	-2.97%	+2.19%	-5.17	203 / 257	Q4
6M	-7.53%	-1.09%	-6.44	197 / 247	Q4
YTD	-7.84%	-1.30%	-6.54	201 / 247	Q4
1Y	-2.80%	+5.02%	-7.82	189 / 230	Q4
2Y	+2.05%	+5.50%	-3.45	126 / 182	Q3
3Y	+10.23%	+16.94%	-6.71	125 / 139	Q4
4Y	+10.30%	+16.57%	-6.27	110 / 119	Q4
5Y	+8.14%	+13.73%	-5.58	106 / 109	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.06%	+10.45%	+2.61	131 / 259	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-7.84%	-0.94%	-6.91	199 / 244
2025	+3.87%	+4.41%	-0.54	103 / 208
2024	+17.09%	+23.18%	-6.09	113 / 155
2023	+25.94%	+33.51%	-7.57	94 / 127
2022	-10.63%	+4.32%	-14.95	101 / 116
2021	+26.34%	+34.43%	-8.09	66 / 104
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.29%

65 windows

min -13.9% · max 64.5%

74% positive

3-Year rolling

+13.76%

41 windows

min 8.8% · max 20.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+13.68%

16 windows

min 8.1% · max 18.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.37%

3-year · annualised

Sharpe ratio

0.33

vs risk-free 6.5%

Sortino ratio

0.48

Downside-only deviation

Max drawdown

-17.59%

Sep 2024 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹21.8100
2 Jun 2026	₹21.8600
1 Jun 2026	₹21.7600
31 May 2026	₹22.0000
29 May 2026	₹22.0000
27 May 2026	₹22.2900
26 May 2026	₹22.2300
25 May 2026	₹22.2900
22 May 2026	₹22.0400
21 May 2026	₹21.9800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is ₹21.8100. It's a Sectoral/Thematic Fund from Axis, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option has NAV history starting from 18 Feb 2020, a track record of about 6 years 3 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis ESG Integration Strategy Fund - Direct Plan - Growth Option has delivered a absolute return of -2.80% — -7.82 pp behind the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #189 of 230 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis ESG Integration Strategy Fund - Direct Plan - Growth Option has delivered a CAGR of 10.23% — -6.71 pp behind the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #125 of 139 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis ESG Integration Strategy Fund - Direct Plan - Growth Option has delivered a CAGR of 8.14% — -5.58 pp behind the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #106 of 109 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis ESG Integration Strategy Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹147,903 today — a multiplier of 1.48×, based on the 5-year CAGR of 8.14%. The category average over the same window would have grown ₹1 lakh to ₹190,234.

A ₹10,000 monthly SIP in Axis ESG Integration Strategy Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹712,101 today. That's an XIRR (money-weighted annualised return) of 6.78%.

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹712,101 — XIRR 6.78%.

On a 5-year basis, Axis ESG Integration Strategy Fund - Direct Plan - Growth Option ranks #106 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.73%; this fund delivered 8.14%.

The worst peak-to-trough decline Axis ESG Integration Strategy Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 24.30% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis ESG Integration Strategy Fund - Direct Plan - Growth Option averaged 13.68% (best 18.48%, worst 8.14%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.18 — weak risk-adjusted performance.

In calendar year 2025, Axis ESG Integration Strategy Fund - Direct Plan - Growth Option returned 3.87% — lagging the Sectoral/Thematic Fund category average of 4.41% by 0.54 pp. It ranked #103 of 208 in its category that year.

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.3%. 5-year CAGR: 8.14%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.