Should I invest in Axis ESG Integration Strategy Fund?

We don't give personal investment advice. Axis ESG Integration Strategy Fund - Direct Plan - IDCW 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: 30.9%. 5-year CAGR: -0.67%.

Axis

Axis ESG Integration Strategy Fund - Direct Plan - IDCW

Latest NAV

₹14.2600

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	+0.42%	+0.27%	+0.15	92 / 249	Q2
1W	-1.72%	-1.33%	-0.39	145 / 249	Q3
2W	-0.21%	-0.44%	+0.23	146 / 251	Q3
1M	-0.69%	-0.98%	+0.28	122 / 251	Q2
3M	-10.97%	+0.91%	-11.87	239 / 249	Q4
6M	-15.14%	-3.35%	-11.79	221 / 241	Q4
YTD	-15.44%	-3.40%	-12.04	225 / 241	Q4
1Y	-10.80%	+2.11%	-12.91	204 / 225	Q4
2Y	-6.60%	+1.79%	-8.38	166 / 181	Q4
3Y	+1.05%	+12.30%	-11.26	137 / 142	Q4
4Y	+1.08%	+11.74%	-10.67	119 / 122	Q4
5Y	-0.67%	+8.93%	-9.60	109 / 111	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.67%	+8.52%	-2.85	178 / 251	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	-15.44%	-2.64%	-12.80	223 / 237
2025	-5.13%	+1.49%	-6.62	165 / 204
2024	+7.60%	+20.10%	-12.49	142 / 158
2023	+15.37%	+30.21%	-14.84	123 / 131
2022	-17.24%	+1.48%	-18.72	109 / 119
2021	+26.32%	+31.54%	-5.22	60 / 106
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

+9.34%

65 windows

min -20.9% · max 64.5%

55% positive

3-Year rolling

+5.65%

41 windows

min -0.4% · max 13.8%

98% positive

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

5-Year rolling

+6.03%

16 windows

min -0.7% · max 10.7%

88% 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

15.42%

3-year · annualised

Sharpe ratio

-0.27

vs risk-free 6.5%

Sortino ratio

-0.34

Downside-only deviation

Max drawdown

-30.92%

Sep 2024 → Mar 2026

% positive months

66.7%

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 - IDCW Option - Direct Plan	HDFC	₹15.9390	3 Jun 2026
NIPPON INDIA - JAPAN EQUITY FUND - DIRECT Plan - IDCW Option	Nippon India	₹31.2458	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹11.7560	3 Jun 2026
ICICI Prudential Banking and Financial Services Fund - Direct Plan - IDCW	ICICI Prudential	₹64.9400	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - IDCW	Invesco	₹13.3100	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - IDCW	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - IDCW Option - Direct Plan	Quant	₹20.2732	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - DIRECT - IDCW	Aditya Birla Sun Life	₹29.4200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-IDCW	Motilal Oswal	₹13.3281	3 Jun 2026
Franklin India Multi-Factor Fund- Direct- IDCW	Franklin India	₹9.3581	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹14.2600
2 Jun 2026	₹14.2900
1 Jun 2026	₹14.2300
31 May 2026	₹14.3900
29 May 2026	₹14.3900
27 May 2026	₹14.5800
26 May 2026	₹14.5400
25 May 2026	₹14.5800
22 May 2026	₹14.4100
21 May 2026	₹14.3700

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 - IDCW is ₹14.2600. It's a Sectoral/Thematic Fund from Axis, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis ESG Integration Strategy Fund - Direct Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of -10.80% — -12.91 pp behind the Sectoral/Thematic Fund category average of 2.11%. The fund ranks #204 of 225 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis ESG Integration Strategy Fund - Direct Plan - IDCW has delivered a CAGR of 1.05% — -11.26 pp behind the Sectoral/Thematic Fund category average of 12.30%. The fund ranks #137 of 142 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis ESG Integration Strategy Fund - Direct Plan - IDCW has delivered a CAGR of -0.67% — -9.6 pp behind the Sectoral/Thematic Fund category average of 8.93%. The fund ranks #109 of 111 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis ESG Integration Strategy Fund - Direct Plan - IDCW exactly 5 years ago would be worth approximately ₹96,685 today — a multiplier of 0.97×, based on the 5-year CAGR of -0.67%. The category average over the same window would have grown ₹1 lakh to ₹153,347.

A ₹10,000 monthly SIP in Axis ESG Integration Strategy Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹551,313 today. That's an XIRR (money-weighted annualised return) of -3.32%.

Axis ESG Integration Strategy Fund - Direct Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹551,313 — XIRR -3.32%.

On a 5-year basis, Axis ESG Integration Strategy Fund - Direct Plan - IDCW ranks #109 out of 111 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 8.93%; this fund delivered -0.67%.

The worst peak-to-trough decline Axis ESG Integration Strategy Fund - Direct Plan - IDCW has experienced over the last 5-year window is 30.92% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. 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 - IDCW averaged 6.03% (best 10.71%, worst -0.67%). 88% of rolling windows ended positive. The 5-year Sharpe ratio is -0.36 — negative risk-adjusted performance.

In calendar year 2025, Axis ESG Integration Strategy Fund - Direct Plan - IDCW returned -5.13% — lagging the Sectoral/Thematic Fund category average of 1.49% by 6.62 pp. It ranked #165 of 204 in its category that year.

Axis ESG Integration Strategy Fund - Direct Plan - IDCW 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 - IDCW 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: 30.9%. 5-year CAGR: -0.67%.

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