Compare Axis ESG Integration Strategy Fund vs Aditya Birla Sun Life ESG Integration Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.21
2.41
NAV
₹20.66
₹17.80
Fund Started
22 Jan 2020
04 Dec 2020
Fund Size
₹1006.49 Cr
₹521.59 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 30 days.
1 Year
-
5.01%
3 Year
12.04%
15.88%
5 Year
8.54%
11.80%
Equity
85.57%
98.81%
Cash
-0.14%
1.19%
Top 10 Holdings
State Bank of India | 6.62% |
HDFC Bank Ltd. | 6.51% |
ICICI Bank Ltd. | 6.11% |
Gland Pharma Ltd. | 4.88% |
Infosys Ltd. | 4.58% |
Reliance Industries Ltd. | 3.88% |
Bajaj Finance Ltd. | 3.71% |
JB Chemicals & Pharmaceuticals Ltd. | 3.56% |
Axis Bank Ltd. | 3.46% |
Titan Company Ltd. | 3.14% |
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% |
Name
-
-
Start Date
-
-
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 basket of companies in Environmental, Social and Governance (ESG) theme by following Integration Strategy.
Launch Date
22 Jan 2020
04 Dec 2020
