Axis ESG Integration Strategy Fund Direct Growth

Scheme code: INF846K01W23 NAV value: ₹ 21.0400 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.23	46.59	23.98	29.45
3 year	6.76	23.15	13.80	21.23
5 year	15.21	21.64	17.64	15.79

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	23.98
3 year	6.28	33.32	15.57	13.8
5 year	0.74	26.02	12.91	17.64
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	23.98
3 year	6.56	32.12	15.66	13.8
5 year	1	26.2	12.75	17.64
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	23.98
3 year	7.68	33.37	17	13.8
5 year	0.71	27.63	13.15	17.64
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	23.98
3 year	8.04	34.46	17.98	13.8
5 year	0.69	28.64	13.53	17.64
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 23.98% - Median return: 26.92% - Average standard deviation: 4.39

- Average return: 13.8% - Median return: 13.3% - Average standard deviation: 1.6

- Average return: 17.64% - Median return: 16.81% - Average standard deviation: 1.71

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,98,994	98,994	8.25
3 year	36,00,000	43,98,411	7,98,411	6.91
5 year	60,00,000	81,74,182	21,74,182	6.38

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,98,994 - Absolute Returns: ₹98,994 - CAGR: 8.25%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,98,411 - Absolute Returns: ₹7,98,411 - CAGR: 6.91%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,74,182 - Absolute Returns: ₹21,74,182 - CAGR: 6.38%