Compare Aditya Birla Sun Life ESG Integration Strategy Fund vs SBI ESG Exclusionary Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.41
1.87
NAV
₹17.91
₹238.61
Fund Started
04 Dec 2020
27 Nov 2006
Fund Size
₹521.59 Cr
₹4810.38 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1% if redeemed within 1 year
1 Year
6.04%
4.61%
3 Year
16.13%
14.42%
5 Year
11.97%
12.46%
Equity
98.81%
98.53%
Cash
1.19%
1.37%
Top 10 Holdings
ICICI Bank Ltd. | 8.55% |
HDFC Bank Ltd. | 4.73% |
Bharti Airtel Ltd. | 4.26% |
Infosys Ltd. | 4.09% |
Kotak Mahindra Bank Ltd. | 3.73% |
Axis Bank Ltd. | 3.66% |
State Bank of India | 3.21% |
TVS Motor Company Ltd. | 2.91% |
Hindalco Industries Ltd. | 2.54% |
Mahindra & Mahindra Ltd. | 2.32% |
ICICI Bank Ltd. | 8.50% |
HDFC Bank Ltd. | 8.20% |
Infosys Ltd. | 5.48% |
Axis Bank Ltd. | 4.99% |
Larsen & Toubro Ltd. | 4.76% |
State Bank of India | 4.07% |
Maruti Suzuki India Ltd. | 3.94% |
Kotak Mahindra Bank Ltd. | 3.79% |
Bajaj Finance Ltd. | 3.50% |
Ultratech Cement Ltd. | 3.37% |
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 provide investors with opportunities for long-term growth in capital through an active management of investments in a divemified basket of companies following Environmental, Social and Governance (ESG) criteria using exclusionary strategy.
Launch Date
04 Dec 2020
27 Nov 2006
