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Compare Axis ESG Integration Strategy Fund vs Kotak ESG Exclusionary 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 | 2.24 | 2.27 |
NAV | ₹21.39 | ₹17.13 |
Fund Started | 22 Jan 2020 | 20 Nov 2020 |
Fund Size | ₹1272.51 Cr | ₹893.15 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.24
2.27
NAV
₹21.39
₹17.13
Fund Started
22 Jan 2020
20 Nov 2020
Fund Size
₹1272.51 Cr
₹893.15 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
0.5% for redemption within 90 Days
Returns
1 Year | 0.33% | -0.59% |
3 Year | 15.79% | 17.31% |
5 Year | 15.31% | - |
1 Year
0.33%
-0.59%
3 Year
15.79%
17.31%
5 Year
15.31%
-
Holding Analysis
Equity | 93.79% | 99.09% |
Cash | 0.53% | 0.90% |
Equity
93.79%
99.09%
Cash
0.53%
0.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.16% |
HDFC Bank Ltd. | 6.41% |
Bharti Airtel Ltd. | 5.95% |
Bajaj Finance Ltd. | 4.90% |
Interglobe Aviation Ltd. | 3.80% |
Infosys Ltd. | 3.46% |
Reliance Industries Ltd. | 3.43% |
Eternal Ltd. | 3.10% |
AU Small Finance Bank Ltd. | 2.96% |
HCL Technologies Ltd. | 2.88% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.07% |
Bharti Airtel Ltd. | 6.08% |
Larsen & Toubro Ltd. | 4.93% |
Tech Mahindra Ltd. | 4.53% |
Eternal Ltd. | 4.44% |
Ultratech Cement Ltd. | 4.06% |
Axis Bank Ltd. | 4.03% |
Bajaj Finance Ltd. | 3.46% |
Hero Motocorp Ltd. | 3.42% |
Linde India Ltd. | 3.35% |
Fund Manager
Name | Jinesh Gopani | Arjun Khanna |
Start Date | 21 Feb 2022 | 25 Oct 2023 |
Name
Jinesh Gopani
Arjun Khanna
Start Date
21 Feb 2022
25 Oct 2023
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 capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. |
Launch Date | 22 Jan 2020 | 20 Nov 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 capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Launch Date
22 Jan 2020
20 Nov 2020