Compare Axis ESG Integration Strategy Fund vs Kotak ESG Exclusionary Strategy Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.28
2.32
NAV
₹20.47
₹16.73
Fund Started
22 Jan 2020
20 Nov 2020
Fund Size
₹1152.16 Cr
₹822.94 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
0.5% for redemption within 90 Days
1 Year
4.49%
9.68%
3 Year
12.14%
12.77%
5 Year
8.07%
9.71%
Equity
95.23%
99.35%
Cash
1.81%
0.65%
Top 10 Holdings
ICICI Bank Ltd. | 7.41% |
HDFC Bank Ltd. | 6.58% |
Bharti Airtel Ltd. | 6.10% |
Gland Pharma Ltd. | 4.64% |
Infosys Ltd. | 3.82% |
Bajaj Finance Ltd. | 3.76% |
State Bank of India | 3.55% |
Reliance Industries Ltd. | 3.52% |
HCL Technologies Ltd. | 3.12% |
TVS Motor Company Ltd. | 2.98% |
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 portfolio of companies demonstrating sustainable practices across Environmental, Social and Governance (ESG) parameters using an ESG-Integration approach.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Launch Date
22 Jan 2020
20 Nov 2020
