MF Gyan
sectorModerate risk7 years oldSteady vs its 3-year pace

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Axis Mutual Fund. It's been running since 18 Feb 2020.

Latest price per unit
₹22.74
▼ 0.04% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.00 L
▲ ₹486 gain · 0.5% / year
Invested 3 years ago
₹1.31 L
▲ ₹31.4k gain · 9.5% / year
Invested 5 years ago
₹1.35 L
▲ ₹34.8k gain · 6.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.89 L
Gain / loss+₹9.3k
XIRR (annualised)3.47%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.90 L
Projected gain*+₹10.0k
*at this fund's historical rate of 3.47% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 363 other funds in Equity Scheme - Sectoral/ Thematic

Same plan
1-year return
0.49%median 6.52% (-6.04%)
Rank #250 of 364Beats 25% of peers
3-year return
9.52%median 13.63% (-4.11%)
Rank #160 of 364Beats 26% of peers
5-year return
6.15%median 11.94% (-5.79%)
Rank #138 of 364Beats 16% of peers
Bumpiness (3Y)
11.86%median 15.58% (-3.72%)
Rank #17 of 364Less risky than 96% of peers
Worst-ever drop
-24.30%median -25.21% (+0.91%)
Rank #195 of 364Less risky than 47% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+35%
2020
+26%
2021
-11%
2022
+26%
2023
+17%
2024
+4%
2025
-4%
2026
Best year
2020 · 34.65%
Worst year
2022 · -11.40%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
11.9%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-24.30%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option against other sector funds.

Technical details (for the pros)
CAGR — 1 year0.49%
CAGR — 3 years9.52%
CAGR — 5 years6.15%
CAGR — since launch13.21%
Volatility — 1 year (annualised)11.93%
Volatility — 3 years (annualised)11.86%
Max drawdown — 1 year-14.52%
Max drawdown — 3 years-17.59%
Sharpe ratio — 1 year (rf=6%)-0.46
Sharpe ratio — 3 years (rf=6%)0.27

Fund info

Fund house
Axis Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan
Direct
Option
Growth
ISIN (Growth)
INF846K01W23
ISIN (Div re-invest)
—
Fund code
147928
First price on record
18 Feb 2020 · 1,622 daily prices

About Axis ESG Integration Strategy Fund - Direct Plan - Growth Option

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is a Equity Scheme - Sectoral/ Thematic offered by Axis Mutual Fund under the Direct plan with the Growth option. It has approximately 7 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is ₹22.7400 (as of 4 Sep 2026). Historically, it has delivered 0.49% over the last year, 9.52% CAGR over 3 years, 6.15% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 11.9% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 24.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option?+

The latest NAV of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is ₹22.7400 as of 4 Sep 2026, down 0.04% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis ESG Integration Strategy Fund - Direct Plan - Growth Option?+

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option has delivered 1-year return 0.49%, 3-year CAGR 9.52%, 5-year CAGR 6.15%, since-inception CAGR 13.21%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis ESG Integration Strategy Fund - Direct Plan - Growth Option belong to?+

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is Axis ESG Integration Strategy Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 11.9%, Axis ESG Integration Strategy Fund - Direct Plan - Growth Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Axis ESG Integration Strategy Fund - Direct Plan - Growth Option a direct plan?+

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Axis ESG Integration Strategy Fund - Direct Plan - Growth Option?+

Axis ESG Integration Strategy Fund - Direct Plan - Growth Option has NAV history available from 18 Feb 2020 — approximately 7 years of track record and 1,622 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.