ReviewDirect · Growth
Axis ESG Integration Strategy Fund
Axis Mutual FundEquity Scheme - Sectoral/ Thematic6.6 years
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
- NAV
- 21.97
- 15 Sept 2026
- 1Y
- -4.4%
- Trailing CAGR
- AUM
- ₹1,082.89 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.4%
- 3Y+7.7%
- 5Y+5.2%
- 10Yn/a
- SI+12.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-6.3%
- 3Y+1.1%
- 5Y+6.0%
- 10Yn/a
- Since inception
- +12.5%
- Calendar-day CAGR
- Excess 1Y
- -7.6%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 15
- Vs comparable share classes
- Worst rolling 3Y
- +7.7%
- 886 daily-ending windows
- Median rolling 3Y
- +13.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 395 daily-ending windows
- SIP 3Y XIRR
- +1.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 59 recovered episodes
- Longest recovery
- 517 days
- Trough to prior peak
- Current spell
- 719 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
18 Oct 2021 – 16 Nov 2023
Trough 17 Jun 2022 · recovered in 517 days
-24.3%
20 Feb 2020 – 23 Jun 2020
Trough 23 Mar 2020 · recovered in 92 days
-19.5%
26 Sept 2024 – open
Trough 30 Mar 2026 · not recovered
-17.6%
16 Feb 2021 – 26 May 2021
Trough 25 Mar 2021 · recovered in 62 days
-6.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
15
Vs category
2
Consistency
4
Risk-adjusted
52
Drawdown
39
Mean
23
Portfolio
31 Aug 2026 · 44 holdings · top 10 are 48.8%.
- Top 5
- 32.6%
- Top 10
- 48.8%
- Largest holding
- 10.7%
- Effective holdings
- 25.9
Others CBLO
Unspecified
10.7%
ICICI Bank Ltd
Financial
6.3%
Bajaj Finance Ltd
Financial
5.8%
Titan Company Ltd
Consumer Discretionary
5.2%
Shriram Transport Finance Company Ltd
Financial
4.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns