Axis Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Axis ESG Integration Strategy Fund - Regular Plan - Growth
₹19.86NAV on 2 Nov 2026Expense ratio 2.73%
3 Nov 2025NAV low 18.92 · high 22.18-9.1%
In plain words
Over 3 years it returned +7.2% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.7%.
On 3-year return it ranks 118 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹17,971 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.4% | +4.6% |
| 3 months | -6.1% | -3.8% |
| 6 months | -2.1% | -1.6% |
| 1 year | -8.6% | -8.1% |
| 3 years (yearly) | +7.2% | +8.0% |
| 5 years (yearly) | +3.3% | +6.5% |
| Since start (yearly) | +10.6% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,326 | -8.6% |
| 3 years | ₹3,60,000 | ₹3,51,223 | -1.6% |
| 5 years | ₹6,00,000 | ₹6,64,350 | +4.0% |
Other plan of this fund: Axis ESG Integration Strategy Fund - Direct Plan - Growth