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
2.57
2.42
NAV
₹22.75
₹19.38
Fund Started
22 Jan 2020
04 Dec 2020
Fund Size
₹1077.20 Cr
₹563.84 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
-1.91%
0.45%
3 Year
8.91%
11.12%
5 Year
7.29%
9.13%
Equity
93.68%
99.47%
Cash
0.37%
0.53%
Top 10 Holdings
State Bank of India | 6.48% |
HDFC Bank Ltd. | 5.15% |
Titan Company Ltd. | 4.50% |
Bajaj Finance Ltd. | 4.35% |
JB Chemicals & Pharmaceuticals Ltd. | 4.33% |
ICICI Bank Ltd. | 3.96% |
Axis Bank Ltd. | 3.75% |
Reliance Industries Ltd. | 3.49% |
Infosys Ltd. | 3.42% |
Maruti Suzuki India Ltd. | 3.01% |
ICICI Bank Ltd. | 9.02% |
HDFC Bank Ltd. | 4.77% |
Bharti Airtel Ltd. | 4.09% |
Axis Bank Ltd. | 3.92% |
Kotak Mahindra Bank Ltd. | 3.83% |
State Bank of India | 3.11% |
Infosys Ltd. | 2.81% |
TVS Motor Company Ltd. | 2.77% |
Bajaj Finance Ltd. | 2.61% |
Hindalco Industries Ltd. | 2.54% |
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
