Axis ESG Integration Strategy Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Returns (NAV as on 13th November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	06-Nov-25	10050.90	0.51%	-	1.08%	174/242
1 Month	13-Oct-25	10116.40	1.16%	-	1.56%	145/239
3 Month	13-Aug-25	10362.40	3.62%	-	4.31%	145/236
6 Month	13-May-25	10407.10	4.07%	-	8.08%	197/226
YTD	01-Jan-25	10197.10	1.97%	-	4.39%	123/213
1 Year	13-Nov-24	10377.30	3.77%	3.77%	7.43%	144/199
2 Year	13-Nov-23	13090.40	30.90%	14.39%	18.97%	130/153
3 Year	11-Nov-22	14525.40	45.25%	13.21%	18.78%	114/129
5 Year	13-Nov-20	17870.10	78.70%	12.30%	20.92%	100/105
Since Inception	12-Feb-20	21730.00	117.30%	14.43%	12.58%	104/218

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	13-Nov-24	12000	12523.37	4.36 %	8.14 %
2 Year	13-Nov-23	24000	25863.96	7.77 %	7.35 %
3 Year	11-Nov-22	36000	42855.71	19.04 %	11.63 %
5 Year	13-Nov-20	60000	78493.5	30.82 %	10.67 %

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.09%	1.45%	3.37%	3.82%	2.40%	3.97%	14.42%	13.12%	12.32%
Nifty 50	0.12%	3.04%	5.19%	5.04%	9.58%	10.10%	15.39%	12.22%	15.17%
Benchmark: Nifty 100 ESG TRI	-0.07%	3.07%	5.71%	7.57%	10.52%	10.97%	18.83%	14.49%	16.65%
Category Average	0.09%	2.06%	4.44%	7.28%	4.37%	7.19%	18.93%	18.81%	20.93%
Category Rank	110/210	157/237	157/235	189/225	122/212	140/198	128/152	112/128	99/104
Best in Category	0.99%	5.51%	13.63%	45.22%	38.67%	42.71%	36.50%	35.95%	35.59%
Worst in Category	-2.00%	-1.11%	-3.95%	-5.81%	-19.49%	-12.26%	3.61%	7.71%	3.61%