ReviewDirect · GrowthPrefer peers first
Axis ESG Integration Strategy Fund
Axis Mutual FundEquity Scheme - Sectoral/ Thematic6.7 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
- 21.13
- 30 Oct 2026
- 1Y
- -10.4%
- Trailing CAGR
- AUM
- ₹1,082.89 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.4% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer Aditya Birla Sun Life Business Cycle Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
6.7 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
1.88% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -24.3%. Ask whether you can hold through a similar fall.
Vs category
Fail
0% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Vishal Agarwal · 2.1 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 48.8% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 24%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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-10.4%
- 3Y+7.7%
- 5Y+4.2%
- 10Yn/a
- SI+11.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-11.2%
- 3Y-1.9%
- 5Y+4.4%
- 10Yn/a
- Since inception
- +11.7%
- Calendar-day CAGR
- Excess 1Y
- -7.5%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 19
- Vs comparable share classes
- SIP 3Y XIRR
- -1.9%
- Simulated monthly SIP
- Worst rolling 3Y
- +7.1%
- 917 daily-ending windows
- Median rolling 3Y
- +13.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 426 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -24.3%
- Worst peak-to-trough
- Current
- -14.8%
- Below last peak
- Current spell
- 764 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 59 recovered episodes
- Longest recovery
- 517 days
- Trough to prior peak
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
19
Vs category
3
Consistency
4
Risk-adjusted
47
Drawdown
39
Mean
23
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
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
No supporting reads in the current evidence set.
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.
30 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.1%
- 3Y
- +12.7%
- Vol
- 13.9%
- Max DD
- -17.8%
- Sharpe
- 0.38
- 3Y win
- +13%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -9.5%
- 3Y
- +10.3%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.54
- 3Y win
- +65%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- -0.1%
- 3Y
- +15.8%
- Vol
- 12.7%
- Max DD
- -18.4%
- Sharpe
- 0.70
- 3Y win
- +98%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- -5.1%
- 3Y
- +12.8%
- Vol
- 14.3%
- Max DD
- -21.5%
- Sharpe
- 0.46
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- -7.4%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -16.1%
- Sharpe
- 0.01
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns