Compare Aditya Birla Sun Life ESG Integration Strategy Fund vs Kotak ESG Exclusionary Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.48
2.32
NAV
₹17.45
₹16.73
Fund Started
04 Dec 2020
20 Nov 2020
Fund Size
₹600.47 Cr
₹822.94 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
0.5% for redemption within 90 Days
1 Year
9.40%
9.68%
3 Year
13.92%
12.77%
5 Year
10.41%
9.71%
Equity
99.50%
99.35%
Cash
0.50%
0.65%
Top 10 Holdings
ICICI Bank Ltd. | 8.35% |
HDFC Bank Ltd. | 5.22% |
Infosys Ltd. | 4.66% |
Bharti Airtel Ltd. | 4.44% |
Axis Bank Ltd. | 3.75% |
Kotak Mahindra Bank Ltd. | 3.74% |
State Bank of India | 3.07% |
TVS Motor Company Ltd. | 2.76% |
Tata Consultancy Services Ltd. | 2.60% |
Hindalco Industries Ltd. | 2.40% |
HDFC Bank Ltd. | 7.45% |
Bharti Airtel Ltd. | 6.46% |
Tech Mahindra Ltd. | 5.08% |
Eternal Ltd. | 4.98% |
ICICI Bank Ltd. | 4.94% |
Axis Bank Ltd. | 4.00% |
Infosys Ltd. | 3.99% |
Larsen & Toubro Ltd. | 3.87% |
Bajaj Finance Ltd. | 3.73% |
Ultratech Cement Ltd. | 3.70% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing in a diversified basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Launch Date
04 Dec 2020
20 Nov 2020
