- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare Axis ESG Integration Strategy Fund vs Quant ESG Equity 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 | ₹1000 |
Expense Ratio | 2.22 | 2.41 |
NAV | ₹21.02 | ₹33.27 |
Fund Started | 22 Jan 2020 | 15 Oct 2020 |
Fund Size | ₹1245.58 Cr | ₹298.68 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 15 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹1000
Expense Ratio
2.22
2.41
NAV
₹21.02
₹33.27
Fund Started
22 Jan 2020
15 Oct 2020
Fund Size
₹1245.58 Cr
₹298.68 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 15 days.
Returns
1 Year | 3.34% | -2.26% |
3 Year | 16.06% | 22.57% |
5 Year | 16.52% | - |
1 Year
3.34%
-2.26%
3 Year
16.06%
22.57%
5 Year
16.52%
-
Holding Analysis
Equity | 92.54% | 99.16% |
Cash | 0.19% | -1.95% |
Equity
92.54%
99.16%
Cash
0.19%
-1.95%
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 |
|---|---|
Reliance Industries Ltd. | 10.24% |
JIO Financial Services Ltd. | 10.16% |
Bajaj Finserv Ltd. | 9.32% |
Zydus Wellness Ltd. | 7.20% |
Life Insurance Corporation of India | 6.99% |
Aditya Birla Fashion and Retail Ltd. | 6.94% |
HDFC Life Insurance Co Ltd. | 6.73% |
Pfizer Ltd. | 6.72% |
Tata Power Company Ltd. | 5.70% |
Colgate-Palmolive (India) Ltd. | 5.67% |
Fund Manager
Name | Jinesh Gopani | Ankit A Pande |
Start Date | 21 Feb 2022 | 22 Aug 2023 |
Name
Jinesh Gopani
Ankit A Pande
Start Date
21 Feb 2022
22 Aug 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 long term capital appreciation by investing in a diversified portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters. |
Launch Date | 22 Jan 2020 | 15 Oct 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 portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters.
Launch Date
22 Jan 2020
15 Oct 2020