Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
Axis Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,069 cr
TER direct / regular
1.69% / 2.57%
CAGR (full)
9.7%
Sharpe (full)
0.31
Sharpe (bull ≤Sep-24)
2.89
Sharpe (sideways Oct-24→)
-0.62
Max drawdown
-19.4%
Months of data
78
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
15.4%
-5.7%
0.69
12
FY23
-5.3%
-8.6%
-0.58
12
FY24
34.9%
-11.4%
2.51
12
FY25
5.7%
-1.4%
0.04
12
FY26
-5.2%
-4.0%
-0.80
12
FY27*
11.9%
-6.5%
2.09
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2020
-9.7
+9.2
-3.4
+6.4
+4.8
+2.5
-0.9
+4.0
+13.3
+6.9
+35.9
2021
-2.9
+4.5
+0.2
+2.4
+2.8
+3.4
+1.5
+9.6
+1.2
+1.7
-1.2
+1.1
+26.6
2022
-6.7
-2.6
+1.9
-3.4
-3.3
-6.8
+11.3
+1.7
-5.3
+3.6
+1.8
-2.0
-10.6
2023
-2.3
+4.0
-3.4
+4.3
+3.0
+3.4
+2.7
-0.6
+0.2
-1.5
+8.5
+5.6
+25.9
2024
-0.3
+3.4
+2.1
+0.9
+0.1
+6.6
+5.5
+3.1
+2.3
-6.9
+0.9
-1.2
+17.1
2025
-3.1
-6.4
+4.8
+2.4
+2.1
+3.4
-2.0
-1.8
+0.7
+3.7
+1.4
-0.4
+4.2
2026
-2.8
-0.8
-10.3
+7.3
+0.3
+2.3
+1.8
-0.2
-3.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard