Axis ESG Integration Strategy Fund Direct Growth

Scheme code: INF846K01W23 NAV value: ₹ 21.4900 NAV date: 28 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 16.79 46.59 30.52 39.94
3 year 7.69 15.92 12.10 21.06

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 30.52
3 year 7.63 16.87 13.32 12.1
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 30.52
3 year 7.94 17.89 14.14 12.1
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 30.52
3 year 9.26 19.51 15.7 12.1
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 30.52
3 year 9.84 20.48 16.73 12.1
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 30.52
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 30.52%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.17 16.79 19.17 16.79 1.19 17.98 01-2024 01-2025
23.03 22.46 28.84 16.93 4.22 22.82 12-2023 12-2024
31.54 25.89 36.93 20.93 6 28.82 11-2023 11-2024
36.23 40.13 46.59 30.22 5.95 38.29 10-2023 10-2024
36.89 40.85 44.46 33.47 4.13 38.92 09-2023 09-2024
32.38 38.6 42.4 28.85 5.27 35.56 08-2023 08-2024
32.24 34.03 38.52 27.95 3.79 33.18 07-2023 07-2024
24.77 30.53 35.67 20.04 5.89 27.75 06-2023 06-2024
28.54 29.23 33.16 24.74 2.99 28.92 05-2023 05-2024
32.07 31.98 36.39 27.79 3.04 32.06 04-2023 04-2024
34.79 33.9 38.73 30.09 3.07 34.38 03-2023 03-2024
27.56 27.54 32.85 22.46 3.67 27.6 02-2023 02-2024

Rolling return for 3 year

Average return: 12.10%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.97 9.01 12.97 9.01 1.98 10.99 01-2022 01-2025
10.85 10.86 12.57 9.17 1.2 10.86 12-2021 12-2024
9.46 9.14 10.94 7.69 1.15 9.31 11-2021 11-2024
10.52 11.16 13.26 8.48 1.71 10.86 10-2021 10-2024
11.98 12.52 14.01 10.52 1.25 12.26 09-2021 09-2024
13.14 12.55 15.92 9.84 2.16 12.86 08-2021 08-2024
13.65 14.77 15.43 13.01 0.94 14.22 07-2021 07-2024
11.47 13.38 14.63 10.25 1.69 12.43 06-2021 06-2024
13.29 12.98 14.64 11.66 1.06 13.14 05-2021 05-2024
13.32 13.09 14.54 11.88 0.94 13.21 04-2021 04-2024
13.56 12.46 14.66 11.38 1.22 13.02 03-2021 03-2024
12.65 11.47 14.19 9.98 1.55 12.07 02-2021 02-2024