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
2.67
2.36
NAV
₹22.04
₹17.61
Fund Started
22 Jan 2020
20 Nov 2020
Fund Size
₹1072.22 Cr
₹752.38 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
-2.39%
-2.85%
3 Year
10.20%
10.39%
5 Year
7.66%
8.11%
Equity
86.25%
96.61%
Cash
0.05%
3.39%
Top 10 Holdings
State Bank of India | 6.78% |
HDFC Bank Ltd. | 6.44% |
Bajaj Finance Ltd. | 4.07% |
Infosys Ltd. | 4.06% |
Reliance Industries Ltd. | 3.88% |
ICICI Bank Ltd. | 3.65% |
Axis Bank Ltd. | 3.55% |
JB Chemicals & Pharmaceuticals Ltd. | 3.31% |
Titan Company Ltd. | 3.27% |
Maruti Suzuki India Ltd. | 2.85% |
Bharti Airtel Ltd. | 7.67% |
HDFC Bank Ltd. | 6.15% |
ICICI Bank Ltd. | 5.04% |
Infosys Ltd. | 4.71% |
Eternal Ltd. | 4.60% |
Larsen & Toubro Ltd. | 4.32% |
Bajaj Finance Ltd. | 4.11% |
Linde India Ltd. | 4.08% |
Axis Bank Ltd. | 4.05% |
State Bank of India | 3.83% |
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
