sectorHigh risk

Axis ESG Integration Strategy Fund - Direct Plan - IDCW 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

₹14.87

▼ 0.07% 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

₹92.2k

▼ ₹7.8k loss · -7.8% / year

Invested 3 years ago

₹1.01 L

▲ ₹1.2k gain · 0.4% / year

Invested 5 years ago

₹88.1k

▼ ₹11.9k loss · -2.5% / year

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

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness

14.4%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-30.92%

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

Technical details (for the pros)

CAGR — 1 year-7.82%

CAGR — 3 years0.41%

CAGR — 5 years-2.50%

CAGR — since launch6.09%

Volatility — 1 year (annualised)14.19%

Volatility — 3 years (annualised)14.42%

Max drawdown — 1 year-21.55%

Max drawdown — 3 years-30.92%

Sharpe ratio — 1 year (rf=6%)-1.00

Sharpe ratio — 3 years (rf=6%)-0.39

Fund info

Fund house: Axis Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: IDCW
ISIN (Growth): INF846K01W31
ISIN (Div re-invest): INF846K01W49
Fund code: 147931
First price on record: 18 Feb 2020 · 1,622 daily prices

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.