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: 7.24%.

Axis

Axis ESG Integration Strategy Fund - Regular Plan - Growth Option

Latest NAV

₹21.0500

As of

17 Jul 2026

1,587 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	+0.19%	-0.07%	+0.26	64 / 175	Q2
1W	+0.33%	-0.23%	+0.57	27 / 175	Q1
2W	+0.33%	-0.28%	+0.62	80 / 176	Q2
1M	+1.20%	+1.47%	-0.27	122 / 176	Q3
3M	+2.28%	+4.83%	-2.54	130 / 176	Q3
6M	-3.17%	+4.22%	-7.39	146 / 168	Q4
YTD	-4.41%	+2.36%	-6.77	143 / 165	Q4
1Y	-1.59%	+4.18%	-5.77	121 / 155	Q4
2Y	-0.64%	+2.32%	-2.96	75 / 111	Q3
3Y	+8.83%	+13.55%	-4.72	65 / 74	Q4
4Y	+10.73%	+14.92%	-4.19	48 / 55	Q4
5Y	+7.24%	+10.53%	-3.29	42 / 46	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.13%	+9.09%	+3.04	76 / 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	-4.41%	+2.99%	-7.39	143 / 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

+14.77%

67 windows

min -13.9% · max 54.0%

72% positive

3-Year rolling

+12.58%

42 windows

min 8.3% · max 19.1%

100% positive

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

5-Year rolling

+12.43%

18 windows

min 7.2% · max 18.3%

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

11.95%

3-year · annualised

Sharpe ratio

0.23

vs risk-free 6.5%

Sortino ratio

0.34

Downside-only deviation

Max drawdown

-18.73%

Sep 2024 → Mar 2026

% positive months

61.1%

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	₹11.1190	17 Jul 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.8415	17 Jul 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹12.2936	17 Jul 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹14.1900	17 Jul 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.9190	17 Jul 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹21.0071	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹23.1700	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹64.3300	17 Jul 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.5060	17 Jul 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹21.9450	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹21.0500
16 Jul 2026	₹21.0100
15 Jul 2026	₹21.0100
14 Jul 2026	₹20.9200
13 Jul 2026	₹20.9800
10 Jul 2026	₹20.9800
9 Jul 2026	₹20.7900
8 Jul 2026	₹20.7000
7 Jul 2026	₹21.0300
6 Jul 2026	₹21.0700

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 17 Jul 2026, the NAV of Axis ESG Integration Strategy Fund - Regular Plan - Growth Option is ₹21.0500. 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 5 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 -1.59% — -5.77 pp behind the Sectoral/Thematic Fund category average of 4.18%. The fund ranks #121 of 155 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 8.83% — -4.72 pp behind the Sectoral/Thematic Fund category average of 13.55%. The fund ranks #65 of 74 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 7.24% — -3.29 pp behind the Sectoral/Thematic Fund category average of 10.53%. The fund ranks #42 of 46 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 ₹141,846 today — a multiplier of 1.42×, based on the 5-year CAGR of 7.24%. The category average over the same window would have grown ₹1 lakh to ₹164,992.

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 ₹714,006 today. That's an XIRR (money-weighted annualised return) of 6.89%.

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 ₹714,006 — XIRR 6.89%.

On a 5-year basis, Axis ESG Integration Strategy Fund - Regular Plan - Growth Option ranks #42 out of 46 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 10.53%; this fund delivered 7.24%.

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 12.43% (best 18.33%, worst 7.20%). 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: 7.24%.

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