Axis ESG Integration Strategy Fund Direct Growth

Scheme code: INF846K01W23 NAV value: ₹ 20.9100 NAV date: 19 March, 2026 TER: 1.38%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-16.36	70.80	12.98	17.05	13.63
3 year	8.03	22.17	13.76	14.07	18.78
5 year	8.18	21.16	15.98	15.23	15.46

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.05
3 year	6.28	30.95	15.04	14.07
5 year	8.38	26.02	14.22	15.23
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.05
3 year	6.56	19.64	13.57	14.07
5 year	9.22	12.29	10.75	15.23

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.05
3 year	7.68	21.49	15.06	14.07
5 year	10.37	13.5	11.93	15.23

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.05
3 year	8.04	32.03	17.81	14.07
5 year	8.18	28.64	15.34	15.23
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,79,340 - Absolute Returns: ₹79,340 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,53,347 - Absolute Returns: ₹7,53,347 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,92,470 - Absolute Returns: ₹20,92,470 - CAGR: %

Max Drawdown

-24.30 %

Drawdown Duration

8 months

Recovery Time

17 months

Avg Drawdown

-6.31 %

1 Y

0.7017

3 Y

0.579

5 Y

0.6268

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.87	0.91	91.8	93.5	2.36 %	4.00 %
3 years	2.48	0.83	87.1	82.5	12.95 %	11.28 %
5 years	-0.37	0.80	81.2	80.0	8.49 %	9.44 %
7 years	2.29	0.71	78.7	74.8	11.16 %	9.85 %
10 years	0.97	0.71	78.7	74.8	7.68 %	6.80 %
12 years	0.47	0.71	78.7	74.8	6.36 %	5.63 %
15 years	-0.01	0.71	78.7	74.8	5.06 %	4.48 %