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Compare Invesco India ESG Equity 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 | ₹500 | ₹100 |
Expense Ratio | 2.43 | 2.28 |
NAV | ₹17.66 | ₹17.39 |
Fund Started | 26 Feb 2021 | 20 Nov 2020 |
Fund Size | ₹453.15 Cr | ₹850.03 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.43
2.28
NAV
₹17.66
₹17.39
Fund Started
26 Feb 2021
20 Nov 2020
Fund Size
₹453.15 Cr
₹850.03 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
0.5% for redemption within 90 Days
Returns
1 Year | -5.46% | -2.56% |
3 Year | 13.64% | 14.48% |
5 Year | - | - |
1 Year
-5.46%
-2.56%
3 Year
13.64%
14.48%
5 Year
-
-
Holding Analysis
Equity | 98.62% | 99.16% |
Cash | 1.38% | 0.84% |
Equity
98.62%
99.16%
Cash
1.38%
0.84%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.96% |
ICICI Bank Ltd. | 5.75% |
Infosys Ltd. | 5.25% |
Bajaj Finance Ltd. | 4.56% |
Bharti Airtel Ltd. | 4.23% |
LTIMindtree Ltd. | 4.15% |
Eternal Ltd. | 3.20% |
Eicher Motors Ltd. | 3.18% |
Kotak Mahindra Bank Ltd. | 3.06% |
Apollo Hospitals Enterprise Ltd. | 3.02% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.06% |
Bharti Airtel Ltd. | 6.00% |
Eternal Ltd. | 5.54% |
Tech Mahindra Ltd. | 4.18% |
Ultratech Cement Ltd. | 4.01% |
Hero Motocorp Ltd. | 3.95% |
Larsen & Toubro Ltd. | 3.81% |
Infosys Ltd. | 3.80% |
Axis Bank Ltd. | 3.69% |
Bajaj Finance Ltd. | 3.41% |
Fund Manager
Name | Amit Nigam | Arjun Khanna |
Start Date | 09 Jul 2022 | 07 Sep 2022 |
Name
Amit Nigam
Arjun Khanna
Start Date
09 Jul 2022
07 Sep 2022
About Fund
Description | The scheme seeks to generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) integration strategy as defined by our proprietary investment framework. | The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. |
Launch Date | 26 Feb 2021 | 20 Nov 2020 |
Description
The scheme seeks to generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) integration strategy as defined by our proprietary investment framework.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Launch Date
26 Feb 2021
20 Nov 2020
