Taurus Mutual Fund
Taurus Banking & Financial Services Fund - Direct Plan - Growth
Sectoral / Thematic
+7.9% 3Y CAGR
Axis Mutual Fund
Sectoral / Thematic · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Axis ESG Integration Strategy Fund is a Sectoral / Thematic fund from Axis Mutual Fund, with NAVs going back to February 2020. This page covers its direct plan, growth option. It manages ₹963 crore, the 137th largest of 246 Sectoral / Thematic funds. Its expense ratio is 1.90% a year, higher than the median of 1.15% for Sectoral / Thematic funds.
Over the last three years it returned 7.71% a year, 118th of 137 Sectoral / Thematic funds (median 12.96%). Over five years it returned 4.16% a year, 94th of 98. It is 2.43 percentage points a year behind its benchmark, the Nifty 100 ESG TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 17.6%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-10.36%
3 Years
+7.71%
5 Years
+4.16%
Since launch (18 Feb 2020)
+11.65%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -10.33% | -6.61% | -3.72 pts |
| 3 Years | +8.08% | +10.51% | -2.43 pts |
| 5 Years | +4.29% | +7.04% | -2.75 pts |
| Since launch | +11.89% | +12.68% | -0.79 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
12.1%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-17.6%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 18 Feb 2020.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Axis Mutual Fund's website before you invest.
Funds next to Axis ESG Integration Strategy Fund, in the same category, ranked by 3-year return.
Taurus Mutual Fund
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+7.9% 3Y CAGR
Sundaram Mutual Fund
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+7.6% 3Y CAGR
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
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