Previously Known As : Axis Esg Equity Fund
Axis Esg Integration Strategy Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank -
BMSMONEY Rating
Gro. Opt. As On:
NAV (R) % (D) %
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R)
LumpSum (D)
SIP (R)
SIP (D)
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.07 0.06 0.26 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.72% -24.03% -20.65% - 10.36%

No data available

NAV Date:

no data

Review Date:


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Standard Deviation 14.72
14.74
12.88 | 18.55 4 | 6 Good
Semi Deviation 10.36
10.23
9.09 | 12.53 5 | 6 Average
Max Drawdown % -20.65
-18.04
-23.30 | -13.14 5 | 6 Average
VaR 1 Y % -24.03
-20.04
-24.48 | -15.37 5 | 6 Average
Average Drawdown % -9.48
-7.89
-10.18 | -5.10 5 | 6 Average
Sharpe Ratio 0.07
0.30
0.07 | 0.62 6 | 6 Average
Sterling Ratio 0.26
0.44
0.25 | 0.82 5 | 6 Average
Sortino Ratio 0.06
0.17
0.06 | 0.35 6 | 6 Average
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Standard Deviation 14.72 14.74 12.88 | 18.55 4 | 6
Semi Deviation 10.36 10.23 9.09 | 12.53 5 | 6
Max Drawdown % -20.65 -18.04 -23.30 | -13.14 5 | 6
VaR 1 Y % -24.03 -20.04 -24.48 | -15.37 5 | 6
Average Drawdown % -9.48 -7.89 -10.18 | -5.10 5 | 6
Sharpe Ratio 0.07 0.30 0.07 | 0.62 6 | 6
Sterling Ratio 0.26 0.44 0.25 | 0.82 5 | 6
Sortino Ratio 0.06 0.17 0.06 | 0.35 6 | 6
Return data last Updated On :
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
₹ ₹
₹ ₹
₹ ₹
₹ ₹
₹ ₹
₹ ₹
₹ ₹
₹ ₹
₹ ₹
₹ ₹
₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
₹ 12000 ₹ ₹
₹ 36000 ₹ ₹
₹ 60000 ₹ ₹
₹ 84000 ₹ ₹
₹ 120000 ₹ ₹
₹ 180000 ₹ ₹


Date Axis Esg Integration Strategy Fund NAV Regular Growth Axis Esg Integration Strategy Fund NAV Direct Growth
16-01-2025 20.63 22.04
15-01-2025 20.57 21.97
14-01-2025 20.46 21.85
13-01-2025 20.41 21.8
10-01-2025 20.88 22.3
09-01-2025 20.91 22.33
08-01-2025 21.05 22.47
07-01-2025 21.15 22.59
06-01-2025 21.2 22.64
03-01-2025 21.54 23.0
02-01-2025 21.71 23.18
01-01-2025 21.31 22.75
31-12-2024 21.24 22.68
30-12-2024 21.29 22.73
27-12-2024 21.38 22.82
26-12-2024 21.35 22.79
24-12-2024 21.29 22.73
23-12-2024 21.3 22.73
20-12-2024 21.22 22.65
19-12-2024 21.64 23.1
18-12-2024 21.82 23.29
17-12-2024 21.95 23.43

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.