Should I invest in Axis ESG Integration Strategy Fund?

We don't give personal investment advice. Axis ESG Integration Strategy Fund - Regular 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: 31.9%. 5-year CAGR: -1.82%.

Axis

Axis ESG Integration Strategy Fund - Regular Plan - IDCW

Latest NAV

₹13.1700

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	+0.46%	+0.26%	+0.20	59 / 168	Q2
1W	-1.64%	-1.38%	-0.26	86 / 168	Q3
2W	-0.15%	-0.76%	+0.61	95 / 170	Q3
1M	-0.75%	-1.31%	+0.55	85 / 170	Q2
3M	-11.17%	+0.23%	-11.40	158 / 168	Q4
6M	-15.49%	-4.26%	-11.23	147 / 160	Q4
YTD	-15.76%	-4.32%	-11.44	151 / 160	Q4
1Y	-11.59%	+0.77%	-12.36	133 / 146	Q4
2Y	-7.45%	+0.22%	-7.67	95 / 104	Q4
3Y	+0.13%	+9.45%	-9.33	66 / 69	Q4
4Y	+0.19%	+8.63%	-8.44	54 / 56	Q4
5Y	-1.82%	+4.66%	-6.48	44 / 46	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+4.35%	+5.31%	-0.97	104 / 170	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	-15.76%	-3.11%	-12.65	151 / 158
2025	-6.02%	-0.40%	-5.63	99 / 129
2024	+6.64%	+19.58%	-12.94	79 / 84
2023	+14.62%	+28.75%	-14.13	58 / 62
2022	-18.91%	+0.21%	-19.12	49 / 54
2021	+24.33%	+28.31%	-3.98	23 / 43
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

+7.98%

65 windows

min -22.1% · max 62.0%

55% positive

3-Year rolling

+4.39%

41 windows

min -1.3% · max 12.1%

93% positive

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

5-Year rolling

+4.71%

16 windows

min -1.8% · max 9.2%

81% 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

15.43%

3-year · annualised

Sharpe ratio

-0.33

vs risk-free 6.5%

Sortino ratio

-0.41

Downside-only deviation

Max drawdown

-31.92%

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 INNOVATION FUND - IDCW - REGULAR PLAN	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund- Regular Plan- IDCW Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹11.4968	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - IDCW	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - IDCW	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - IDCW Option - Regular Plan	Quant	₹19.3086	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW	Aditya Birla Sun Life	₹21.5800	3 Jun 2026
Motilal Oswal Active Momentum Fund - Regular- IDCW	Motilal Oswal	₹13.3125	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular IDCW	Mirae Asset	₹20.1370	3 Jun 2026
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment	Kotak	₹10.2820	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹13.1700
2 Jun 2026	₹13.2000
1 Jun 2026	₹13.1400
31 May 2026	₹13.2800
29 May 2026	₹13.2900
27 May 2026	₹13.4600
26 May 2026	₹13.4200
25 May 2026	₹13.4600
22 May 2026	₹13.3100
21 May 2026	₹13.2700

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 - IDCW is ₹13.1700. It's a Sectoral/Thematic Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis ESG Integration Strategy Fund - Regular 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -11.59% — -12.36 pp behind the Sectoral/Thematic Fund category average of 0.77%. The fund ranks #133 of 146 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis ESG Integration Strategy Fund - Regular Plan - IDCW has delivered a CAGR of 0.13% — -9.33 pp behind the Sectoral/Thematic Fund category average of 9.45%. The fund ranks #66 of 69 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis ESG Integration Strategy Fund - Regular Plan - IDCW has delivered a CAGR of -1.82% — -6.48 pp behind the Sectoral/Thematic Fund category average of 4.66%. The fund ranks #44 of 46 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis ESG Integration Strategy Fund - Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹91,223 today — a multiplier of 0.91×, based on the 5-year CAGR of -1.82%. The category average over the same window would have grown ₹1 lakh to ₹125,576.

A ₹10,000 monthly SIP in Axis ESG Integration Strategy Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹537,928 today. That's an XIRR (money-weighted annualised return) of -4.28%.

Axis ESG Integration Strategy Fund - Regular 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 ₹537,928 — XIRR -4.28%.

On a 5-year basis, Axis ESG Integration Strategy Fund - Regular Plan - IDCW ranks #44 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 4.66%; this fund delivered -1.82%.

The worst peak-to-trough decline Axis ESG Integration Strategy Fund - Regular Plan - IDCW has experienced over the last 5-year window is 31.92% — 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 - Regular Plan - IDCW averaged 4.71% (best 9.24%, worst -1.82%). 81% of rolling windows ended positive. The 5-year Sharpe ratio is -0.44 — negative risk-adjusted performance.

In calendar year 2025, Axis ESG Integration Strategy Fund - Regular Plan - IDCW returned -6.02% — lagging the Sectoral/Thematic Fund category average of -0.40% by 5.62 pp. It ranked #99 of 129 in its category that year.

Axis ESG Integration Strategy Fund - Regular 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 - Regular 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: 31.9%. 5-year CAGR: -1.82%.

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