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Compare Axis ESG Integration Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.21 | 2.43 |
NAV | ₹21.66 | ₹18.04 |
Fund Started | 22 Jan 2020 | 04 Dec 2020 |
Fund Size | ₹1245.58 Cr | ₹636.56 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.21
2.43
NAV
₹21.66
₹18.04
Fund Started
22 Jan 2020
04 Dec 2020
Fund Size
₹1245.58 Cr
₹636.56 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 4.08% | 7.06% |
3 Year | 17.21% | 18.67% |
5 Year | 16.20% | - |
1 Year
4.08%
7.06%
3 Year
17.21%
18.67%
5 Year
16.20%
-
Holding Analysis
Equity | 92.54% | 97.29% |
Cash | 0.19% | 2.71% |
Equity
92.54%
97.29%
Cash
0.19%
2.71%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.49% |
ICICI Bank Ltd. | 7.31% |
Bharti Airtel Ltd. | 5.62% |
Bajaj Finance Ltd. | 4.91% |
Eternal Ltd. | 4.27% |
Interglobe Aviation Ltd. | 3.46% |
Infosys Ltd. | 3.45% |
Reliance Industries Ltd. | 3.32% |
HCL Technologies Ltd. | 2.79% |
Tata Consultancy Services Ltd. | 2.66% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.09% |
HDFC Bank Ltd. | 5.15% |
Kotak Mahindra Bank Ltd. | 4.61% |
Infosys Ltd. | 4.42% |
Bharti Airtel Ltd. | 3.95% |
Axis Bank Ltd. | 3.08% |
Tata Consultancy Services Ltd. | 2.72% |
JK Cement Ltd. | 2.53% |
V-Mart Retail Ltd. | 2.47% |
LTIMindtree Ltd. | 2.39% |
Fund Manager
Name | Jinesh Gopani | Dhaval Joshi |
Start Date | 22 Jan 2020 | 21 Nov 2022 |
Name
Jinesh Gopani
Dhaval Joshi
Start Date
22 Jan 2020
21 Nov 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters using an ESG-Integration approach. | The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy. |
Launch Date | 22 Jan 2020 | 04 Dec 2020 |
Description
The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters using an ESG-Integration approach.
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
Launch Date
22 Jan 2020
04 Dec 2020