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: -1.53%.

Axis

Axis ESG Integration Strategy Fund - Regular Plan - IDCW

Latest NAV

₹13.7400

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	+0.15%	-0.06%	+0.21	62 / 168	Q2
1W	+0.29%	-0.22%	+0.51	31 / 168	Q1
2W	+0.29%	-0.98%	+1.27	79 / 170	Q2
1M	+1.18%	+0.82%	+0.36	119 / 170	Q3
3M	+2.23%	+3.83%	-1.60	120 / 170	Q3
6M	-11.18%	+1.86%	-13.05	153 / 162	Q4
YTD	-12.32%	-0.06%	-12.25	151 / 160	Q4
1Y	-9.72%	+1.21%	-10.94	138 / 150	Q4
2Y	-9.05%	-0.78%	-8.27	99 / 109	Q4
3Y	-0.24%	+9.09%	-9.33	73 / 76	Q4
4Y	+1.61%	+9.79%	-8.18	56 / 58	Q4
5Y	-1.53%	+5.30%	-6.83	46 / 48	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+4.92%	+7.30%	-2.38	123 / 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	-12.32%	+1.20%	-13.52	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

+7.77%

67 windows

min -20.7% · max 54.0%

51% positive

3-Year rolling

+4.40%

42 windows

min -1.7% · max 12.7%

93% positive

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

5-Year rolling

+4.66%

18 windows

min -1.6% · max 10.5%

72% 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

14.32%

3-year · annualised

Sharpe ratio

-0.39

vs risk-free 6.5%

Sortino ratio

-0.50

Downside-only deviation

Max drawdown

-31.92%

Sep 2024 → Mar 2026

% positive months

55.6%

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	₹11.1190	17 Jul 2026
Nippon India Active Momentum Fund- Regular Plan- IDCW Option	Nippon India	₹12.8415	17 Jul 2026
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹12.2938	17 Jul 2026
Invesco India Business Cycle Fund - Regular Plan - IDCW	Invesco	₹14.1900	17 Jul 2026
Bandhan Business Cycle Fund - Regular Plan - IDCW	Bandhan	₹9.9190	17 Jul 2026
quant BFSI Fund - IDCW Option - Regular Plan	Quant	₹21.0055	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW	Aditya Birla Sun Life	₹23.5200	17 Jul 2026
Motilal Oswal Active Momentum Fund - Regular- IDCW	Motilal Oswal	₹13.5064	17 Jul 2026
Mirae Asset Banking and Financial Services Fund Regular IDCW	Mirae Asset	₹21.9730	17 Jul 2026
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment	Kotak	₹10.6840	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹13.7400
16 Jul 2026	₹13.7200
15 Jul 2026	₹13.7200
14 Jul 2026	₹13.6600
13 Jul 2026	₹13.7000
10 Jul 2026	₹13.7000
9 Jul 2026	₹13.5700
8 Jul 2026	₹13.5100
7 Jul 2026	₹13.7300
6 Jul 2026	₹13.7500

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 - IDCW is ₹13.7400. 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 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 - 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 -9.72% — -10.94 pp behind the Sectoral/Thematic Fund category average of 1.21%. The fund ranks #138 of 150 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 -0.24% — -9.33 pp behind the Sectoral/Thematic Fund category average of 9.09%. The fund ranks #73 of 76 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 -1.53% — -6.83 pp behind the Sectoral/Thematic Fund category average of 5.30%. The fund ranks #46 of 48 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 ₹92,588 today — a multiplier of 0.93×, based on the 5-year CAGR of -1.53%. The category average over the same window would have grown ₹1 lakh to ₹129,463.

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 ₹559,941 today. That's an XIRR (money-weighted annualised return) of -2.71%.

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 ₹559,941 — XIRR -2.71%.

On a 5-year basis, Axis ESG Integration Strategy Fund - Regular Plan - IDCW ranks #46 out of 48 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 5.30%; this fund delivered -1.53%.

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 4.66% (best 10.55%, worst -1.56%). 72% of rolling windows ended positive. The 5-year Sharpe ratio is -0.40 — 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: -1.53%.

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