- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPOQuarterly Results
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare Quant 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 | ₹1000 | ₹100 |
Expense Ratio | 2.42 | 2.28 |
NAV | ₹32.56 | ₹16.88 |
Fund Started | 15 Oct 2020 | 20 Nov 2020 |
Fund Size | ₹305.11 Cr | ₹893.15 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹100
Expense Ratio
2.42
2.28
NAV
₹32.56
₹16.88
Fund Started
15 Oct 2020
20 Nov 2020
Fund Size
₹305.11 Cr
₹893.15 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
0.5% for redemption within 90 Days
Returns
1 Year | -11.42% | 0.06% |
3 Year | 18.02% | 15.30% |
5 Year | - | - |
1 Year
-11.42%
0.06%
3 Year
18.02%
15.30%
5 Year
-
-
Holding Analysis
Equity | 99.56% | 99.09% |
Cash | -4.10% | 0.90% |
Equity
99.56%
99.09%
Cash
-4.10%
0.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
DLF Ltd. | 9.50% |
Bajaj Auto Ltd. | 8.46% |
JIO Financial Services Ltd. | 8.34% |
Pfizer Ltd. | 8.28% |
Life Insurance Corporation of India | 7.97% |
Zydus Wellness Ltd. | 7.69% |
HDFC Life Insurance Co Ltd. | 6.87% |
Divi's Laboratories Ltd. | 6.29% |
Tata Power Company Ltd. | 5.60% |
Aurobindo Pharma Ltd. | 4.15% |
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 | Ankit A Pande | Arjun Khanna |
Start Date | 22 Aug 2023 | 25 Oct 2023 |
Name
Ankit A Pande
Arjun Khanna
Start Date
22 Aug 2023
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. | The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. |
Launch Date | 15 Oct 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.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Launch Date
15 Oct 2020
20 Nov 2020
