Products
Platform
Research
Market
Learn
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 | 2.29 |
NAV | ₹21.06 | ₹17.03 |
Fund Started | 22 Jan 2020 | 20 Nov 2020 |
Fund Size | ₹1228.82 Cr | ₹863.50 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
2.29
NAV
₹21.06
₹17.03
Fund Started
22 Jan 2020
20 Nov 2020
Fund Size
₹1228.82 Cr
₹863.50 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 | -6.15% | -2.56% |
3 Year | 12.16% | 13.70% |
5 Year | 14.15% | - |
1 Year
-6.15%
-2.56%
3 Year
12.16%
13.70%
5 Year
14.15%
-
Holding Analysis
Equity | 95.92% | 97.88% |
Cash | 0.39% | 2.12% |
Equity
95.92%
97.88%
Cash
0.39%
2.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.59% |
HDFC Bank Ltd. | 6.70% |
Bharti Airtel Ltd. | 5.87% |
Gland Pharma Ltd. | 4.86% |
Bajaj Finance Ltd. | 4.78% |
Reliance Industries Ltd. | 4.42% |
Interglobe Aviation Ltd. | 3.89% |
Eternal Ltd. | 3.74% |
Infosys Ltd. | 3.38% |
AU Small Finance Bank Ltd. | 2.78% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.41% |
Bharti Airtel Ltd. | 5.99% |
Eternal Ltd. | 5.35% |
Tech Mahindra Ltd. | 4.07% |
Ultratech Cement Ltd. | 3.83% |
Larsen & Toubro Ltd. | 3.79% |
Axis Bank Ltd. | 3.71% |
Hero Motocorp Ltd. | 3.55% |
Linde India Ltd. | 3.43% |
ICICI Bank Ltd. | 3.43% |
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
