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
3.51
2.36
NAV
₹20.73
₹16.57
Fund Started
22 Jan 2020
20 Nov 2020
Fund Size
₹1006.49 Cr
₹709.25 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
0.97%
2.45%
3 Year
10.86%
11.46%
5 Year
8.17%
9.11%
Equity
85.57%
97.90%
Cash
-0.14%
2.10%
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% |
Bharti Airtel Ltd. | 7.68% |
HDFC Bank Ltd. | 6.19% |
ICICI Bank Ltd. | 5.10% |
Eternal Ltd. | 4.52% |
Linde India Ltd. | 4.05% |
Larsen & Toubro Ltd. | 4.00% |
Axis Bank Ltd. | 3.93% |
State Bank of India | 3.73% |
Bajaj Finance Ltd. | 3.73% |
Ultratech Cement Ltd. | 3.64% |
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
