Previously Known As : Axis Esg Equity Fund
Axis Esg Integration Strategy Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank -
Rating
Growth Option 04-12-2025
NAV ₹21.89(R) -0.27% ₹23.57(D) -0.3%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.18% 13.08% 11.7% -% -%
Direct 1.12% 14.19% 13.08% -% -%
Nifty 500 TRI 3.82% 15.22% 17.88% 15.87% 14.96%
SIP (XIRR) Regular 8.6% 11.64% 9.98% -% -%
Direct 9.6% 12.72% 11.15% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.63 0.3 0.52 1.52% 0.09
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.84% -14.7% -16.17% 0.83 8.67%
Fund AUM As on: 30/06/2025 1236 Cr
Top Sectoral/ Thematic
Fund Name Rank Rating
ICICI Prudential Business Cycle Fund 1
Icici Prudential India Opportunities Fund 2
Franklin India Opportunities Fund 3
Sundaram Services Fund 4
Icici Prudential Exports And Services Fund 5

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Axis ESG Integration Strategy Fund - Regular Plan - IDCW 15.58
-0.0400
-0.2600%
Axis ESG Integration Strategy Fund - Direct Plan - IDCW 16.79
-0.0500
-0.3000%
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option 21.89
-0.0600
-0.2700%
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option 23.57
-0.0700
-0.3000%

Review Date: 04-12-2025

Beginning of Analysis

The Axis ESG Integration Strategy Fund has shown a very poor past performence in Sectoral/ Thematic Fund. The Axis ESG Integration Strategy Fund has a Jensen Alpha of 1.52% which is higher than the category average of 1.16%. Here the Axis ESG Integration Strategy Fund has shown very good performance in terms of risk adjusted returns. The Axis ESG Integration Strategy Fund has a Sharpe Ratio of 0.63 which is lower than the category average of 0.65, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
ESG Mutual Funds are ideal for investors seeking to align their investments with their values while aiming for long-term capital appreciation. These funds invest in companies that prioritize environmental sustainability, social responsibility, and ethical governance, offering a unique combination of financial returns and positive impact. While they provide the potential for long-term growth and risk management, they may have a limited investment universe and higher costs. Investors should have a long-term investment horizon and a commitment to responsible investing before choosing ESG funds. Additionally, understanding ESG ratings and their methodologies is crucial for making informed investment decisions.

Axis ESG Integration Strategy Fund Return Analysis

The Axis ESG Integration Strategy Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its ESG Mutual Funds peers and the Nifty 100 ESG TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the ESG Mutual Funds category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 0.86%, 4.15 and 5.08 in last one, three and six months respectively. In the same period the category average return was 0.7%, 4.08% and 4.21% respectively.
  • Axis ESG Integration Strategy Fund has given a return of 1.12% in last one year. In the same period the Nifty 100 ESG TRI return was 7.59%. The fund has given 6.47% less return than the benchmark return.
  • The fund has given a return of 14.19% in last three years and rank 6th out of six funds in the category. In the same period the Nifty 100 ESG TRI return was 14.23%. The fund has given 0.04% less return than the benchmark return.
  • Axis ESG Integration Strategy Fund has given a return of 13.08% in last five years and category average returns is 19.11% in same period. The fund ranked 3.0rd out of three funds in the category. In the same period the Nifty 100 ESG TRI return was 15.99%. The fund has given 2.91% less return than the benchmark return.
  • The fund has given a SIP return of 9.6% in last one year whereas category average SIP return is 10.96%. The fund one year return rank in the category is 4th in 6 funds
  • The fund has SIP return of 12.72% in last three years and ranks 6th in 6 funds. ICICI Prudential ESG Exclusionary Strategy Fund has given the highest SIP return (18.19%) in the category in last three years.
  • The fund has SIP return of 11.15% in last five years whereas category average SIP return is 15.0%.

Axis ESG Integration Strategy Fund Risk Analysis

  • The fund has a standard deviation of 11.84 and semi deviation of 8.67. The category average standard deviation is 12.94 and semi deviation is 9.51.
  • The fund has a Value at Risk (VaR) of -14.7 and a maximum drawdown of -16.17. The category average VaR is -15.5 and the maximum drawdown is -18.02. The fund has a beta of 0.85 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in ESG Mutual Funds Category
  • Good Performance in ESG Mutual Funds Category
  • Poor Performance in ESG Mutual Funds Category
  • Very Poor Performance in ESG Mutual Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.78 2.18
    0.60
    		-0.39 | 1.59 2 | 6 Very Good
    3M Return % 3.89 5.42
    3.77
    		2.02 | 5.35 3 | 6 Good
    6M Return % 4.59 7.76
    3.57
    		0.44 | 6.08 3 | 6 Good
    1Y Return % 0.18 7.59
    0.09
    		-4.21 | 3.71 4 | 6 Good
    3Y Return % 13.08 14.23
    13.98
    		12.64 | 18.15 4 | 6 Good
    5Y Return % 11.70 15.99
    17.50
    		11.70 | 24.72 3 | 3 Average
    1Y SIP Return % 8.60
    9.61
    		5.04 | 12.89 4 | 6 Good
    3Y SIP Return % 11.64
    12.97
    		10.96 | 16.81 4 | 6 Good
    5Y SIP Return % 9.98
    13.50
    		9.98 | 15.35 3 | 3 Average
    Standard Deviation 11.84
    12.94
    		11.71 | 16.46 2 | 6 Very Good
    Semi Deviation 8.67
    9.51
    		8.67 | 12.12 1 | 6 Very Good
    Max Drawdown % -16.17
    -18.02
    		-24.92 | -16.12 2 | 6 Very Good
    VaR 1 Y % -14.70
    -15.50
    		-19.10 | -13.01 4 | 6 Good
    Average Drawdown % -5.79
    -6.64
    		-8.22 | -4.84 2 | 6 Very Good
    Sharpe Ratio 0.63
    0.65
    		0.50 | 1.05 3 | 6 Good
    Sterling Ratio 0.52
    0.52
    		0.41 | 0.73 2 | 6 Very Good
    Sortino Ratio 0.30
    0.32
    		0.25 | 0.53 2 | 6 Very Good
    Jensen Alpha % 1.52
    1.16
    		-1.60 | 6.35 2 | 6 Very Good
    Treynor Ratio 0.09
    0.09
    		0.07 | 0.14 2 | 6 Very Good
    Modigliani Square Measure % 14.55
    14.50
    		11.28 | 20.11 3 | 6 Good
    Alpha % -1.24
    0.69
    		-1.24 | 6.16 6 | 6 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.86 2.18 0.70 -0.33 | 1.69 3 | 6 Good
    3M Return % 4.15 5.42 4.08 2.31 | 5.64 3 | 6 Good
    6M Return % 5.08 7.76 4.21 1.20 | 6.66 3 | 6 Good
    1Y Return % 1.12 7.59 1.33 -2.74 | 4.87 4 | 6 Good
    3Y Return % 14.19 14.23 15.50 14.19 | 19.56 6 | 6 Average
    5Y Return % 13.08 15.99 19.11 13.08 | 26.68 3 | 3 Average
    1Y SIP Return % 9.60 10.96 6.50 | 14.42 4 | 6 Good
    3Y SIP Return % 12.72 14.46 12.72 | 18.19 6 | 6 Average
    5Y SIP Return % 11.15 15.00 11.15 | 17.28 3 | 3 Average
    Standard Deviation 11.84 12.94 11.71 | 16.46 2 | 6 Very Good
    Semi Deviation 8.67 9.51 8.67 | 12.12 1 | 6 Very Good
    Max Drawdown % -16.17 -18.02 -24.92 | -16.12 2 | 6 Very Good
    VaR 1 Y % -14.70 -15.50 -19.10 | -13.01 4 | 6 Good
    Average Drawdown % -5.79 -6.64 -8.22 | -4.84 2 | 6 Very Good
    Sharpe Ratio 0.63 0.65 0.50 | 1.05 3 | 6 Good
    Sterling Ratio 0.52 0.52 0.41 | 0.73 2 | 6 Very Good
    Sortino Ratio 0.30 0.32 0.25 | 0.53 2 | 6 Very Good
    Jensen Alpha % 1.52 1.16 -1.60 | 6.35 2 | 6 Very Good
    Treynor Ratio 0.09 0.09 0.07 | 0.14 2 | 6 Very Good
    Modigliani Square Measure % 14.55 14.50 11.28 | 20.11 3 | 6 Good
    Alpha % -1.24 0.69 -1.24 | 6.16 6 | 6 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Axis Esg Integration Strategy Fund NAV Regular Growth Axis Esg Integration Strategy Fund NAV Direct Growth
    04-12-2025 21.89 23.57
    03-12-2025 21.88 23.56
    02-12-2025 21.95 23.64
    01-12-2025 22.0 23.68
    28-11-2025 22.03 23.72
    27-11-2025 22.03 23.71
    26-11-2025 22.02 23.7
    25-11-2025 21.75 23.42
    24-11-2025 21.76 23.42
    21-11-2025 21.81 23.47
    20-11-2025 21.94 23.62
    19-11-2025 21.84 23.51
    18-11-2025 21.75 23.4
    17-11-2025 21.86 23.53
    14-11-2025 21.75 23.41
    13-11-2025 21.73 23.38
    12-11-2025 21.77 23.42
    11-11-2025 21.64 23.29
    10-11-2025 21.62 23.27
    07-11-2025 21.54 23.17
    06-11-2025 21.62 23.26
    04-11-2025 21.72 23.37

    Fund Launch Date: 12/Feb/2020
    Fund Category: Sectoral/ Thematic
    Investment Objective: To generate long term capital appreciation by investing in a diversified porolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.However, there can be no assurance that the investment objective of the Scheme will be achieved.
    Fund Description: An open-ended equity scheme investing in companies demonstrating sustainable practices across Environment, Social and Governance (ESG)theme
    Fund Benchmark: Ni[y 100 ESG Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.