Should I invest in Axis ESG Integration Strategy Fund?

We don't give personal investment advice. Axis ESG Integration Strategy Fund - Regular 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: 25.1%. 5-year CAGR: 6.91%.

Axis

Axis ESG Integration Strategy Fund - Regular Plan - Growth Option

Latest NAV

₹20.1700

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	+0.45%	+0.27%	+0.18	68 / 175	Q2
1W	-1.70%	-1.35%	-0.35	102 / 175	Q3
2W	-0.20%	-0.09%	-0.11	100 / 176	Q3
1M	-0.79%	-0.53%	-0.26	94 / 176	Q3
3M	-3.21%	+2.12%	-5.33	137 / 174	Q4
6M	-7.93%	-1.85%	-6.08	129 / 165	Q4
YTD	-8.22%	-1.98%	-6.24	134 / 165	Q4
1Y	-3.67%	+3.78%	-7.45	121 / 151	Q4
2Y	+1.11%	+3.55%	-2.45	66 / 106	Q3
3Y	+9.20%	+14.41%	-5.20	57 / 67	Q4
4Y	+9.17%	+13.82%	-4.65	49 / 54	Q4
5Y	+6.91%	+10.37%	-3.46	44 / 45	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.66%	+7.02%	+4.64	70 / 176	Q2

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	-8.22%	-1.38%	-6.84	134 / 164
2025	+2.91%	+1.66%	+1.25	59 / 133
2024	+16.00%	+21.92%	-5.92	60 / 82
2023	+24.56%	+31.01%	-6.46	42 / 59
2022	-11.97%	+2.36%	-14.33	45 / 52
2021	+24.33%	+31.79%	-7.46	27 / 42
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

+14.85%

65 windows

min -15.2% · max 62.0%

72% positive

3-Year rolling

+12.38%

41 windows

min 7.6% · max 18.4%

100% positive

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

5-Year rolling

+12.29%

16 windows

min 6.9% · max 17.0%

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

0.25

vs risk-free 6.5%

Sortino ratio

0.37

Downside-only deviation

Max drawdown

-18.73%

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 INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.1700
2 Jun 2026	₹20.2100
1 Jun 2026	₹20.1200
31 May 2026	₹20.3500
29 May 2026	₹20.3500
27 May 2026	₹20.6200
26 May 2026	₹20.5600
25 May 2026	₹20.6200
22 May 2026	₹20.3900
21 May 2026	₹20.3300

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 - Regular Plan - Growth Option is ₹20.1700. It's a Sectoral/Thematic Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis ESG Integration Strategy Fund - Regular 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of -3.67% — -7.45 pp behind the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #121 of 151 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis ESG Integration Strategy Fund - Regular Plan - Growth Option has delivered a CAGR of 9.20% — -5.2 pp behind the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #57 of 67 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis ESG Integration Strategy Fund - Regular Plan - Growth Option has delivered a CAGR of 6.91% — -3.46 pp behind the Sectoral/Thematic Fund category average of 10.37%. The fund ranks #44 of 45 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis ESG Integration Strategy Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹139,668 today — a multiplier of 1.40×, based on the 5-year CAGR of 6.91%. The category average over the same window would have grown ₹1 lakh to ₹163,805.

A ₹10,000 monthly SIP in Axis ESG Integration Strategy Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹692,627 today. That's an XIRR (money-weighted annualised return) of 5.68%.

Axis ESG Integration Strategy Fund - Regular 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 ₹692,627 — XIRR 5.68%.

On a 5-year basis, Axis ESG Integration Strategy Fund - Regular Plan - Growth Option ranks #44 out of 45 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 10.37%; this fund delivered 6.91%.

The worst peak-to-trough decline Axis ESG Integration Strategy Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 25.09% — 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 - Regular Plan - Growth Option averaged 12.29% (best 16.96%, worst 6.91%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.10 — weak risk-adjusted performance.

In calendar year 2025, Axis ESG Integration Strategy Fund - Regular Plan - Growth Option returned 2.91% — beating the Sectoral/Thematic Fund category average of 1.66% by 1.25 pp. It ranked #59 of 133 in its category that year.

Axis ESG Integration Strategy Fund - Regular 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 - Regular 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: 25.1%. 5-year CAGR: 6.91%.

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