What would a ₹1,000 monthly SIP in Axis ESG Integration Strategy Fund be worth after 3 years?

Based on real NAV history from 3 Jul 2023 to 3 Jul 2026, a ₹1,000/month SIP (37 installments, ₹37,000 invested) would be worth ₹39,822 — an XIRR of 4.95%.

How does this compare to a fixed deposit?

The same SIP into a fixed deposit (at historical FD rates) would be worth approximately ₹41,088. The fund trailed FD by ₹1,266.

How risky was this journey?

The portfolio fell up to 10.6% from its peak at the worst point, and survived 1 corrections of 10% or more. Staying invested through those falls is what produced the final return.

Computed from real daily NAV — not projections

₹1,000 Monthly SIP in Axis ESG Integration Strategy Fund for 3 Years

If you had started a ₹1,000/month SIP on 3 Jul 2023 and never stopped — through every crash and rally — here is exactly what happened, using Axis ESG Integration Strategy Fund's actual NAV for all 37 installments.

You invested

₹37,000

37 installments

Value today

₹39,822

3 Jul 2026

Absolute gain

+₹2,822

+7.6%

XIRR (annualised)

4.95%

money-weighted

The journey, month by month

Portfolio value Amount invested

Worst fall on the way

-10.6%

Deepest drop from peak. This is what you had to sit through.

Corrections survived

Falls of 10%+ during the period. Every one recovered.

Same SIP in a fixed deposit

₹41,088

Modelled at historical FD rates. The fund trailed FD by ₹1,266.

Year-by-year progress

Year	Invested	Value	Overall gain
Year 1 (3 Jul 2024)	₹13,000	₹15,362	+18.2%
Year 2 (3 Jul 2025)	₹25,000	₹28,269	+13.1%
Year 3 (3 Jul 2026)	₹37,000	₹39,822	+7.6%

Best year of the journey: Year 1 (+18.2% market move) · Toughest year: Year 3 (-1.1%)

Wealth Time Machine

Watch this exact journey as a 60-second cinematic replay

Every crash headline, every recovery — with your money in it.

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Same SIP in other Sectoral / Thematic funds

Past performance does not guarantee future returns. This page shows the historical result of the stated SIP using Axis ESG Integration Strategy Fund's published NAV (source: AMFI) between 3 Jul 2023 and 3 Jul 2026; it is educational research, not investment advice. FD comparison is modelled at historical average FD rates. Mutual fund investments are subject to market risks.