Axis ESG Integration Strategy Fund
Direct · Growth ₹22.59
18 Jun 2026
NAV
13.9%
3Y CAGR
14.0%
5Y CAGR
14.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.02
Sharpe
-24.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.59 L | 16.1% | -32.4% | 78.3% |
| 3 Years | ₹36.00 L | ₹43.05 L | 12.7% | -0.6% | 27.4% |
| 5 Years | ₹60.00 L | ₹80.05 L | 11.4% | 4.7% | 17.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.1% | 14.5% | 13.5% | +1.5% |
| 3 Years | 12.7% | 11.2% | 17.4% | +1.6% |
| 5 Years | 11.4% | 10.4% | 17.1% | +0.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.2% | 11.6% | -16.4% | 70.8% | 0.50 | 1.47 | 75% | — | — |
| 3 Years | 13.9% | 13.5% | 8.0% | 22.2% | 2.69 | — | 100% | — | — |
| 5 Years | 14.0% | 15.5% | 7.7% | 21.2% | 2.02 | — | 100% | — | — |
-24.3%
Max Drawdown
8 mo
Drawdown Duration
17 mo
Recovery Time
-6.5%
Avg Drawdown
Calmar Ratio by Duration
0.67
1Y
0.57
3Y
0.58
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.58 | 0.91 | 91.4% | 88.6% | -0.6% | -3.1% |
| 3 Years | +1.78 | 0.84 | 86.9% | 83.3% | 10.1% | 8.7% |
| 5 Years | -0.07 | 0.82 | 82.2% | 80.6% | 8.4% | 8.9% |
| 7 Years | +2.87 | 0.71 | 79.3% | 75.0% | 12.1% | 10.3% |
| 10 Years | +1.38 | 0.71 | 79.3% | 75.0% | 8.3% | 7.1% |
| 12 Years | +0.82 | 0.71 | 79.3% | 75.0% | 6.9% | 5.9% |
| 15 Years | +0.26 | 0.71 | 79.3% | 75.0% | 5.5% | 4.7% |
44
Total Holdings
40.6%
Top 10 Weight
20
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | State Bank of India | 6.17% |
| 2 | HDFC Bank Limited | 4.87% |
| 3 | Titan Company Limited | 4.22% |
| 4 | Infosys Limited | 4.03% |
| 5 | Bajaj Finance Limited | 3.98% |
| 6 | ICICI Bank Limited | 3.67% |
| 7 | Axis Bank Limited | 3.63% |
| 8 | Reliance Industries Limited | 3.62% |
| 9 | JB Chemicals & Pharmaceuticals Limited | 3.54% |
| 10 | Apollo Hospitals Enterprise Limited | 2.85% |